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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.9K+ 8.32% |
$435K - $483K
|
141K
$5.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.8K+ 6.91% |
$432K - $480K
|
167K
$6.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
10.8K+ 6.61% |
$432K - $480K
|
174K
$6.93M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
10.6K+ 22.57% |
$423K - $470K
|
57.3K
$2.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$419K - $466K
|
10.5K
$417K
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
10.4K+ 6.39% |
$418K - $464K
|
174K
$6.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.4K+ 4.63% |
$418K - $464K
|
236K
$9.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 34.86% |
$415K - $461K
|
40K
$1.6M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 5.72% |
$402K - $446K
|
185K
$7.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
10KNew |
$401K - $446K
|
10K
$399K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.92K+ 16.55% |
$397K - $441K
|
69.9K
$2.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
9.65K+ 83.55% |
$387K - $429K
|
21.2K
$845K
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
9.54KNew |
$382K - $425K
|
9.54K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
9.39K+ 9.06% |
$376K - $418K
|
113K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
9.1K+ 178.19% |
$365K - $405K
|
14.2K
$566K
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.98KNew |
$360K - $400K
|
8.98K
$358K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.92K+ 34.57% |
$358K - $397K
|
34.7K
$1.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.92K+ 12.67% |
$357K - $397K
|
79.3K
$3.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
8.7K+ 10.28% |
$348K - $387K
|
93.3K
$3.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.5K+ 20.85% |
$340K - $378K
|
49.3K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8K+ 13.55% |
$320K - $356K
|
67K
$2.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.9K+ 7.67% |
$316K - $352K
|
111K
$4.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.83K+ 13.63% |
$314K - $349K
|
65.3K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.74K+ 10.93% |
$310K - $344K
|
78.6K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
7.63KNew |
$306K - $340K
|
7.63K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.6KNew |
$304K - $338K
|
7.6K
$303K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.43K+ 27.73% |
$298K - $331K
|
34.2K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
7.42K+ 9.53% |
$297K - $330K
|
85.3K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.4KNew |
$297K - $330K
|
7.4K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
7.31K+ 35.25% |
$293K - $325K
|
28K
$1.12M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.31KNew |
$293K - $325K
|
7.31K
$291K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.27KNew |
$291K - $324K
|
7.27K
$290K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.25K+ 4.22% |
$291K - $323K
|
179K
$7.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.02KNew |
$281K - $312K
|
7.02K
$280K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.85K+ 9.02% |
$275K - $305K
|
82.8K
$3.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
6.79KNew |
$272K - $302K
|
6.79K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
6.76K+ 8.86% |
$271K - $301K
|
83K
$3.31M
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.58KNew |
$264K - $293K
|
6.58K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.49K+ 1.45% |
$260K - $289K
|
454K
$18.1M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.39K+ 2.03% |
$256K - $285K
|
321K
$12.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.27KNew |
$251K - $279K
|
6.27K
$250K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.18KNew |
$248K - $275K
|
6.18K
$246K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
6.15K+ 24.25% |
$246K - $274K
|
31.5K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.12K+ 3.47% |
$245K - $272K
|
182K
$7.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.12KNew |
$245K - $272K
|
6.12K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.12K+ 92.71% |
$245K - $272K
|
12.7K
$507K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.09KNew |
$244K - $271K
|
6.09K
$243K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.05KNew |
$242K - $269K
|
6.05K
$241K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.98KNew |
$240K - $266K
|
5.98K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.86K+ 6.5% |
$235K - $261K
|
96K
$3.83M
|