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 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-690- 1.16% |
$24.6K - $29.7K
|
58.8K
$2.35M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-696- 3.42% |
$24.8K - $29.9K
|
19.6K
$783K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-714- 9.85% |
$25.5K - $30.7K
|
6.54K
$261K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-760- 31.29% |
$27.1K - $32.7K
|
1.67K
$66.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-800- 0.73% |
$28.6K - $34.4K
|
109K
$4.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-822- 9.89% |
$29.3K - $35.4K
|
7.49K
$299K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-931- 1.79% |
$33.2K - $40.1K
|
51.1K
$2.04M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1K- 3.96% |
$35.7K - $43K
|
24.3K
$967K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1K- 16.17% |
$35.7K - $43K
|
5.18K
$207K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.06K- 7.52% |
$37.7K - $45.4K
|
13K
$518K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.07K- 7.16% |
$38.3K - $46.1K
|
13.9K
$554K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.09K- 7.02% |
$39K - $47.1K
|
14.5K
$578K
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.21K- 0.31% |
$43.3K - $52.2K
|
390K
$15.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.26K- 7.0% |
$45.1K - $54.3K
|
16.8K
$668K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.28K- 6.53% |
$45.6K - $55K
|
18.3K
$729K
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
SELL
|
- |
-1.36K- 15.09% |
$48.5K - $58.4K
|
7.64K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 2.63% |
$54.9K - $66.2K
|
57K
$2.27M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.55K- 9.44% |
$55.2K - $66.6K
|
14.8K
$591K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.61KClosed |
$57.6K - $69.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.94K- 40.23% |
$69.1K - $83.2K
|
2.88K
$115K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.96K- 13.12% |
$69.8K - $84.1K
|
13K
$516K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.05K- 1.22% |
$73K - $88K
|
165K
$6.58M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.09KClosed |
$74.7K - $90.1K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-2.1K- 9.88% |
$74.8K - $90.1K
|
19.1K
$761K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 3.35% |
$78.6K - $94.7K
|
63.6K
$2.53M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.21K- 5.69% |
$78.9K - $95.1K
|
36.7K
$1.46M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.31K- 3.42% |
$82.4K - $99.3K
|
65.2K
$2.6M
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.33KClosed |
$83.2K - $100K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
SELL
|
- |
-2.36K- 3.35% |
$84.2K - $101K
|
68.1K
$2.71M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.43K- 11.92% |
$86.6K - $104K
|
17.9K
$715K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.47K- 3.34% |
$88.1K - $106K
|
71.4K
$2.84M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.56K- 3.22% |
$91.3K - $110K
|
76.8K
$3.06M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.6K- 8.48% |
$92.9K - $112K
|
28.1K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.69K- 1.75% |
$95.9K - $116K
|
151K
$6.02M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.78K- 14.75% |
$99.3K - $120K
|
16.1K
$641K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.93K- 7.5% |
$104K - $126K
|
36.1K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3K- 34.66% |
$107K - $129K
|
5.65K
$225K
|
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.02K- 0.39% |
$108K - $130K
|
781K
$31.1M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.03K- 2.25% |
$108K - $130K
|
132K
$5.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.06K- 3.69% |
$109K - $132K
|
80K
$3.19M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.23K- 35.05% |
$115K - $139K
|
5.98K
$238K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-3.24KClosed |
$116K - $139K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.27K- 2.07% |
$117K - $141K
|
155K
$6.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-3.47K- 3.2% |
$124K - $149K
|
105K
$4.18M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.47K- 7.36% |
$124K - $149K
|
43.7K
$1.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.63KClosed |
$129K - $156K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.65K- 23.95% |
$130K - $157K
|
11.6K
$462K
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-4.31K- 45.2% |
$154K - $186K
|
5.23K
$208K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-4.43K- 37.46% |
$158K - $191K
|
7.4K
$295K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-4.89KClosed |
$175K - $211K
|
0
$0
|