Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.75K+ 134.62% |
$62.5K - $75.3K
|
3.05K
$122K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.74K+ 13.38% |
$61.9K - $74.6K
|
14.7K
$586K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.69K+ 1.9% |
$60.4K - $72.8K
|
90.8K
$3.62M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.68K+ 22.64% |
$59.8K - $72.1K
|
9.08K
$362K
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
1.65K+ 6.35% |
$58.8K - $70.9K
|
27.6K
$1.1M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.59KNew |
$56.9K - $68.5K
|
1.59K
$63.5K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.58K+ 1.99% |
$56.4K - $67.9K
|
81.1K
$3.23M
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.55K+ 24.09% |
$55.2K - $66.6K
|
7.97K
$318K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.5KNew |
$53.5K - $64.5K
|
1.5K
$59.8K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49K+ 25.77% |
$53.1K - $64.1K
|
7.27K
$290K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 10.96% |
$50.9K - $61.3K
|
14.4K
$575K
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.41K+ 36.09% |
$50.3K - $60.7K
|
5.32K
$212K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
1.3K+ 12.02% |
$46.5K - $56.1K
|
12.2K
$485K
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.29K+ 1.34% |
$45.9K - $55.3K
|
97K
$3.87M
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
1.25K+ 16.63% |
$44.7K - $53.9K
|
8.78K
$350K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.2K+ 13.2% |
$42.9K - $51.7K
|
10.3K
$411K
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.09K+ 1.86% |
$38.8K - $46.7K
|
59.3K
$2.37M
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.08K+ 11.43% |
$38.5K - $46.4K
|
10.5K
$419K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 5.54% |
$37.8K - $45.6K
|
20.2K
$804K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.02K+ 8.54% |
$36.4K - $43.9K
|
13K
$517K
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
979+ 14.41% |
$34.9K - $42.1K
|
7.77K
$310K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
960+ 2.46% |
$34.3K - $41.3K
|
39.9K
$1.59M
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
931+ 959.79% |
$33.2K - $40.1K
|
1.03K
$41K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
882+ 4.24% |
$31.5K - $37.9K
|
21.7K
$865K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
879New |
$31.4K - $37.8K
|
879
$35K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
857+ 4.74% |
$30.6K - $36.9K
|
19K
$756K
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
827+ 2.89% |
$29.5K - $35.6K
|
29.4K
$1.17M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
816+ 1.62% |
$29.1K - $35.1K
|
51.2K
$2.04M
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
814+ 0.7% |
$29.1K - $35K
|
117K
$4.68M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
804+ 35.03% |
$28.7K - $34.6K
|
3.1K
$124K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
786New |
$28.1K - $33.8K
|
786
$31.3K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
770+ 1.13% |
$27.5K - $33.1K
|
68.9K
$2.75M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
750+ 21.99% |
$26.8K - $32.3K
|
4.16K
$166K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
727+ 2.08% |
$25.9K - $31.3K
|
35.6K
$1.42M
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
708+ 2.17% |
$25.3K - $30.5K
|
33.3K
$1.33M
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
658New |
$23.5K - $28.3K
|
658
$26.2K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
653New |
$23.3K - $28.1K
|
653
$26K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
653New |
$23.3K - $28.1K
|
653
$26K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
642+ 2.14% |
$22.9K - $27.6K
|
30.7K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
625+ 14.78% |
$22.3K - $26.9K
|
4.85K
$193K
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
601+ 4.67% |
$21.4K - $25.9K
|
13.5K
$537K
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
579+ 7.37% |
$20.7K - $24.9K
|
8.43K
$336K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
560+ 4.54% |
$20K - $24.1K
|
12.9K
$514K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
525+ 10.27% |
$18.7K - $22.6K
|
5.64K
$225K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
494+ 555.06% |
$17.6K - $21.3K
|
583
$23.2K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
489+ 0.6% |
$17.5K - $21K
|
82.7K
$3.3M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
444+ 2.13% |
$15.8K - $19.1K
|
21.3K
$850K
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
434+ 5.17% |
$15.5K - $18.7K
|
8.84K
$352K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
424+ 2.45% |
$15.1K - $18.2K
|
17.7K
$707K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
423+ 26.72% |
$15.1K - $18.2K
|
2.01K
$80K
|