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 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-13- 1.6% |
$464 - $559
|
800
$32K
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-13- 0.06% |
$464 - $559
|
22K
$878K
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14Closed |
$500 - $602
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-28Closed |
$999 - $1.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-32- 1.2% |
$1.14K - $1.38K
|
2.64K
$105K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38- 14.45% |
$1.36K - $1.63K
|
225
$8.99K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-43- 0.37% |
$1.53K - $1.85K
|
11.5K
$461K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-56- 0.93% |
$2K - $2.41K
|
5.95K
$238K
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-73- 1.07% |
$2.61K - $3.14K
|
6.72K
$269K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-80Closed |
$2.86K - $3.44K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-89- 0.16% |
$3.18K - $3.83K
|
55.3K
$2.21M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90- 1.56% |
$3.21K - $3.87K
|
5.66K
$226K
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-95Closed |
$3.39K - $4.09K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-109- 0.93% |
$3.89K - $4.69K
|
11.6K
$463K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-111- 1.22% |
$3.96K - $4.78K
|
8.98K
$359K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-111- 1.82% |
$3.96K - $4.78K
|
5.98K
$239K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-115Closed |
$4.1K - $4.95K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-115- 1.23% |
$4.1K - $4.95K
|
9.25K
$369K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-115- 2.15% |
$4.1K - $4.95K
|
5.24K
$209K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-118Closed |
$4.21K - $5.08K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-133Closed |
$4.75K - $5.72K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-138- 0.95% |
$4.93K - $5.94K
|
14.3K
$572K
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-146- 4.44% |
$5.21K - $6.28K
|
3.15K
$126K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-149- 0.87% |
$5.32K - $6.41K
|
17K
$678K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-156- 0.83% |
$5.57K - $6.71K
|
18.7K
$746K
|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-160- 0.88% |
$5.71K - $6.88K
|
17.9K
$716K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.53% |
$6.85K - $8.26K
|
12.4K
$494K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-197Closed |
$7.03K - $8.47K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-197- 2.84% |
$7.03K - $8.47K
|
6.74K
$269K
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-200- 1.41% |
$7.14K - $8.6K
|
14K
$560K
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-206- 1.07% |
$7.35K - $8.86K
|
19.1K
$764K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-206- 33.77% |
$7.35K - $8.86K
|
404
$16.1K
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-208- 2.15% |
$7.42K - $8.95K
|
9.45K
$378K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-225- 6.01% |
$8.03K - $9.68K
|
3.52K
$141K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-248- 3.26% |
$8.85K - $10.7K
|
7.35K
$294K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-252- 4.57% |
$8.99K - $10.8K
|
5.27K
$210K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-280- 2.54% |
$9.99K - $12K
|
10.7K
$429K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-287- 0.38% |
$10.2K - $12.3K
|
75.7K
$3.02M
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-349- 0.61% |
$12.5K - $15K
|
56.6K
$2.26M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-383- 38.73% |
$13.7K - $16.5K
|
606
$24.2K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-415- 4.99% |
$14.8K - $17.9K
|
7.9K
$316K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-445- 52.91% |
$15.9K - $19.1K
|
396
$15.8K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-446- 4.32% |
$15.9K - $19.2K
|
9.88K
$395K
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-457- 0.98% |
$16.3K - $19.7K
|
46.1K
$1.84M
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-464- 25.51% |
$16.6K - $20K
|
1.36K
$54.1K
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-483- 4.16% |
$17.2K - $20.8K
|
11.1K
$445K
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-483- 0.24% |
$17.2K - $20.8K
|
204K
$8.16M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-500- 8.27% |
$17.8K - $21.5K
|
5.55K
$222K
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-550- 4.92% |
$19.6K - $23.7K
|
10.6K
$425K
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-585- 5.26% |
$20.9K - $25.2K
|
10.5K
$421K
|