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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-50.7K- 35.28% |
$1.71M - $1.85M
|
93.1K
$3.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-58.3K- 51.19% |
$1.96M - $2.13M
|
55.6K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-58.4K- 42.97% |
$1.97M - $2.13M
|
77.5K
$3.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-63.5K- 85.19% |
$2.14M - $2.31M
|
11K
$441K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-65.9K- 24.37% |
$2.22M - $2.4M
|
204K
$8.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.9K- 13.25% |
$2.29M - $2.48M
|
444K
$17.8M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-68.7K- 93.4% |
$2.31M - $2.51M
|
4.86K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.6K- 28.79% |
$2.41M - $2.61M
|
177K
$7.08M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-72.6K- 78.13% |
$2.44M - $2.65M
|
20.3K
$813K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-73.5K- 71.15% |
$2.48M - $2.68M
|
29.8K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74K- 1.56% |
$2.49M - $2.7M
|
4.67M
$187M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-77.5KClosed |
$2.61M - $2.83M
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-78.6K- 60.38% |
$2.65M - $2.87M
|
51.6K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-81.1K- 12.94% |
$2.73M - $2.96M
|
546K
$21.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-87.9K- 18.22% |
$2.96M - $3.21M
|
395K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.3K- 24.45% |
$2.98M - $3.22M
|
273K
$10.9M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-105K- 35.09% |
$3.55M - $3.85M
|
195K
$7.81M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-117K- 85.75% |
$3.96M - $4.28M
|
19.5K
$781K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-148K- 25.35% |
$4.98M - $5.39M
|
435K
$17.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-163K- 33.31% |
$5.48M - $5.94M
|
326K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-177K- 93.91% |
$5.95M - $6.44M
|
11.5K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-179K- 34.48% |
$6.02M - $6.51M
|
339K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-184K- 40.68% |
$6.21M - $6.72M
|
269K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-192K- 50.79% |
$6.46M - $6.99M
|
186K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-198K- 89.53% |
$6.68M - $7.23M
|
23.2K
$928K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-208K- 19.46% |
$6.99M - $7.57M
|
859K
$34.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-212K- 2.31% |
$7.14M - $7.73M
|
8.95M
$358M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-234K- 9.07% |
$7.89M - $8.54M
|
2.35M
$93.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-235K- 71.68% |
$7.92M - $8.58M
|
92.9K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-243K- 30.79% |
$8.18M - $8.85M
|
545K
$21.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-244K- 17.17% |
$8.23M - $8.91M
|
1.18M
$47.2M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-270K- 86.83% |
$9.1M - $9.85M
|
41K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-273K- 71.46% |
$9.21M - $9.97M
|
109K
$4.37M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-298K- 46.77% |
$10M - $10.9M
|
339K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-302K- 83.75% |
$10.2M - $11M
|
58.6K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-327K- 13.13% |
$11M - $11.9M
|
2.16M
$86.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-353K- 39.44% |
$11.9M - $12.9M
|
541K
$21.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-417K- 98.64% |
$14M - $15.2M
|
5.73K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-574K- 51.68% |
$19.3M - $20.9M
|
537K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-735K- 37.63% |
$24.8M - $26.8M
|
1.22M
$48.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-790K- 34.55% |
$26.6M - $28.8M
|
1.5M
$59.9M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-794K- 91.17% |
$26.8M - $29M
|
76.9K
$3.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-800K- 78.6% |
$27M - $29.2M
|
218K
$8.72M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-944K- 3.71% |
$31.8M - $34.4M
|
24.5M
$981M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.7M- 91.04% |
$91M - $98.5M
|
266K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.49M- 56.4% |
$118M - $127M
|
2.7M
$108M
|