Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.09M+ 238.17% |
$70.5M - $76.3M
|
2.97M
$118M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11M+ 405.81% |
$37.3M - $40.4M
|
1.38M
$55M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.08M+ 6.49% |
$36.5M - $39.5M
|
17.8M
$708M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
794K+ 17.36% |
$26.7M - $29M
|
5.37M
$214M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
747K+ 44.38% |
$25.2M - $27.3M
|
2.43M
$96.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
667K+ 294.02% |
$22.5M - $24.3M
|
894K
$35.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
315K+ 67.84% |
$10.6M - $11.5M
|
779K
$31M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
313K+ 6.13% |
$10.5M - $11.4M
|
5.42M
$216M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
308K+ 29.51% |
$10.4M - $11.2M
|
1.35M
$53.9M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
301K+ 6.03% |
$10.1M - $11M
|
5.29M
$211M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
231K+ 20.67% |
$7.79M - $8.43M
|
1.35M
$53.8M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
198K+ 11.07% |
$6.68M - $7.23M
|
1.99M
$79.3M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
180K+ 11.14% |
$6.05M - $6.55M
|
1.79M
$71.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
172K+ 29.5% |
$5.78M - $6.26M
|
754K
$30M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
170KNew |
$5.74M - $6.22M
|
170K
$6.79M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
155K+ 36.29% |
$5.22M - $5.65M
|
581K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
143KNew |
$4.8M - $5.2M
|
143K
$5.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
142K+ 17.7% |
$4.78M - $5.17M
|
943K
$37.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
135K+ 6.12% |
$4.56M - $4.94M
|
2.35M
$93.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
135K+ 6.12% |
$4.56M - $4.94M
|
2.35M
$93.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
118K+ 9.36% |
$3.98M - $4.31M
|
1.38M
$55.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
118K+ 7.99% |
$3.96M - $4.29M
|
1.59M
$63.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 14.13% |
$3.92M - $4.24M
|
940K
$37.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
110K+ 1.85% |
$3.7M - $4.01M
|
6.06M
$242M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
98.3KNew |
$3.31M - $3.59M
|
98.3K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
98.3KNew |
$3.31M - $3.59M
|
98.3K
$3.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
85.7K+ 11.06% |
$2.89M - $3.13M
|
861K
$34.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
84.9K+ 3622.91% |
$2.86M - $3.1M
|
87.3K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
81.5KNew |
$2.75M - $2.97M
|
81.5K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.9K+ 7.18% |
$2.62M - $2.84M
|
1.16M
$46.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
77.1K+ 104.46% |
$2.6M - $2.81M
|
151K
$6.01M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
65.4K+ 58.47% |
$2.2M - $2.38M
|
177K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
65.1KNew |
$2.19M - $2.38M
|
65.1K
$2.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
65.1K+ 21.49% |
$2.19M - $2.37M
|
368K
$14.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
63.9K+ 18.78% |
$2.15M - $2.33M
|
404K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
63.5K+ 14.11% |
$2.14M - $2.31M
|
513K
$20.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
62.1K+ 56.25% |
$2.09M - $2.27M
|
173K
$6.88M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
58.1KNew |
$1.96M - $2.12M
|
58.1K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58.1K+ 173.69% |
$1.96M - $2.12M
|
91.6K
$3.65M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
55.2KNew |
$1.86M - $2.01M
|
55.2K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.7K+ 2462.27% |
$1.67M - $1.81M
|
51.7K
$2.06M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 23.5% |
$1.62M - $1.76M
|
253K
$10.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
44.4K+ 24.11% |
$1.5M - $1.62M
|
229K
$9.12M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
43.9K+ 72.49% |
$1.48M - $1.6M
|
104K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
43.8K+ 19.92% |
$1.48M - $1.6M
|
264K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
43.5KNew |
$1.47M - $1.59M
|
43.5K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
42.9K+ 66.48% |
$1.44M - $1.56M
|
107K
$4.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
42.7K+ 3.3% |
$1.44M - $1.56M
|
1.34M
$53.3M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
41.4K+ 262.86% |
$1.39M - $1.51M
|
57.1K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40K+ 9.54% |
$1.35M - $1.46M
|
459K
$18.3M
|