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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
54+ 0.73% |
$2.16K - $2.4K
|
7.4K
$292K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
52+ 0.87% |
$2.08K - $2.31K
|
6.04K
$238K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
48+ 1.21% |
$1.92K - $2.14K
|
4.01K
$158K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
37+ 127.59% |
$1.48K - $1.65K
|
66
$2.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
32+ 1.21% |
$1.28K - $1.42K
|
2.67K
$105K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
32+ 2.36% |
$1.28K - $1.42K
|
1.39K
$54.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 2.27% |
$1.24K - $1.38K
|
1.4K
$55.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 0.43% |
$922 - $1.02K
|
5.38K
$212K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$561 - $623
|
14
$552
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.2% |
$481 - $534
|
6.14K
$242K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
12+ 14.12% |
$481 - $534
|
97
$3.83K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
11+ 1.33% |
$441 - $490
|
841
$33.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 2.38% |
$160 - $178
|
172
$6.79K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 2.48% |
$120 - $134
|
124
$4.89K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$40.1 - $44.5
|
13.1K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1- 0.02% |
$40.1 - $44.5
|
6.19K
$244K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.3% |
$120 - $134
|
989
$39K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 9.38% |
$120 - $134
|
29
$1.14K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5- 0.13% |
$200 - $223
|
3.9K
$154K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11- 0.33% |
$441 - $490
|
3.31K
$131K
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-12Closed |
$481 - $534
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-13- 0.13% |
$521 - $579
|
9.66K
$381K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-22- 0.66% |
$882 - $979
|
3.29K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-28Closed |
$1.12K - $1.25K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-31- 0.28% |
$1.24K - $1.38K
|
11.1K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-35- 0.36% |
$1.4K - $1.56K
|
9.73K
$384K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-35Closed |
$1.4K - $1.56K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-37- 0.15% |
$1.48K - $1.65K
|
25.3K
$997K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-40- 0.59% |
$1.6K - $1.78K
|
6.8K
$268K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-46- 39.32% |
$1.84K - $2.05K
|
71
$2.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-46Closed |
$1.84K - $2.05K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-47- 1.1% |
$1.88K - $2.09K
|
4.23K
$167K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-48- 0.41% |
$1.92K - $2.14K
|
11.6K
$458K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-58Closed |
$2.32K - $2.58K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-63Closed |
$2.52K - $2.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-63- 1.16% |
$2.52K - $2.8K
|
5.37K
$212K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-64- 0.64% |
$2.56K - $2.85K
|
9.88K
$390K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-78- 0.58% |
$3.13K - $3.47K
|
13.5K
$531K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-96- 4.52% |
$3.85K - $4.27K
|
2.03K
$79.9K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.49% |
$4.01K - $4.45K
|
20.3K
$802K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-101- 0.86% |
$4.05K - $4.5K
|
11.7K
$461K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-105- 20.92% |
$4.21K - $4.67K
|
397
$15.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-106- 0.13% |
$4.25K - $4.72K
|
81.3K
$3.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-115- 0.07% |
$4.61K - $5.12K
|
159K
$6.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-117- 0.03% |
$4.69K - $5.21K
|
391K
$15.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-120- 1.06% |
$4.81K - $5.34K
|
11.2K
$441K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-132- 7.7% |
$5.29K - $5.88K
|
1.58K
$62.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-135- 2.23% |
$5.41K - $6.01K
|
5.92K
$234K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-163- 90.06% |
$6.53K - $7.26K
|
18
$710
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-166- 1.74% |
$6.65K - $7.39K
|
9.36K
$369K
|