Purchases and Sales Made in Q4 2021 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q4 2021. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
20.1KNew |
$807K - $896K
|
20.1K
$803K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
20K+ 14.6% |
$802K - $891K
|
157K
$6.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
BUY
|
- |
19.8K+ 8.62% |
$795K - $883K
|
250K
$9.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
19.8K+ 15.37% |
$794K - $882K
|
149K
$5.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
19.6KNew |
$787K - $874K
|
19.6K
$783K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
19.3KNew |
$775K - $861K
|
19.3K
$771K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
18.5KNew |
$743K - $826K
|
18.5K
$739K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
18.5K+ 3.47% |
$740K - $823K
|
552K
$22M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.4K+ 39.27% |
$738K - $820K
|
65.3K
$2.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
18.3KNew |
$734K - $815K
|
18.3K
$730K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18KNew |
$719K - $799K
|
18K
$716K
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$704K - $782K
|
17.6K
$700K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17.1K+ 98.19% |
$685K - $761K
|
34.5K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
17K+ 34.95% |
$680K - $755K
|
65.5K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.7KNew |
$669K - $743K
|
16.7K
$666K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
15.7K+ 3.93% |
$630K - $699K
|
416K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 27.43% |
$629K - $698K
|
72.9K
$2.91M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.6KNew |
$626K - $696K
|
15.6K
$623K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.6KNew |
$626K - $695K
|
15.6K
$622K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.6KNew |
$625K - $694K
|
15.6K
$621K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
15.5K+ 34.76% |
$622K - $691K
|
60.2K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.2KNew |
$611K - $679K
|
15.2K
$608K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15.2K+ 9.81% |
$610K - $678K
|
170K
$6.79M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.1K+ 4.72% |
$605K - $672K
|
335K
$13.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
15.1KNew |
$603K - $670K
|
15.1K
$600K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
15KNew |
$600K - $666K
|
15K
$597K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
14.6K+ 14.64% |
$586K - $651K
|
115K
$4.57M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 22.54% |
$586K - $651K
|
79.5K
$3.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.9K+ 7.27% |
$557K - $619K
|
205K
$8.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 9.53% |
$554K - $615K
|
159K
$6.33M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
13.6K+ 33.09% |
$547K - $607K
|
54.9K
$2.19M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
13.1KNew |
$525K - $583K
|
13.1K
$522K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13K+ 16.77% |
$521K - $578K
|
90.4K
$3.6M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13K+ 16.77% |
$521K - $578K
|
90.4K
$3.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$516K - $573K
|
12.9K
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.9KNew |
$515K - $573K
|
12.9K
$513K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
12.8K+ 9.56% |
$512K - $569K
|
146K
$5.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12.7K+ 16.09% |
$508K - $565K
|
91.5K
$3.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.5K+ 30.81% |
$500K - $555K
|
53K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12.4K+ 8.75% |
$496K - $551K
|
154K
$6.13M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
12.3KNew |
$494K - $549K
|
12.3K
$491K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.3K+ 26.99% |
$493K - $548K
|
57.9K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.2K+ 8.47% |
$490K - $545K
|
157K
$6.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.2K+ 37.28% |
$489K - $544K
|
45K
$1.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.2K+ 4.91% |
$489K - $543K
|
261K
$10.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9K+ 16.53% |
$477K - $530K
|
83.9K
$3.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
11.8K+ 23.98% |
$475K - $527K
|
61.2K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5K+ 116.58% |
$460K - $511K
|
21.3K
$851K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11.4KNew |
$455K - $506K
|
11.4K
$453K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.3K+ 68.51% |
$453K - $503K
|
27.8K
$1.11M
|