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 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.4K+ 6.62% |
$1.29M - $1.4M
|
617K
$24.6M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38.2K+ 956.19% |
$1.29M - $1.39M
|
42.1K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
38.1KNew |
$1.28M - $1.39M
|
38.1K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
37.3KNew |
$1.26M - $1.36M
|
37.3K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
37.1KNew |
$1.25M - $1.35M
|
37.1K
$1.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
34.9K+ 7.04% |
$1.18M - $1.27M
|
531K
$21.2M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
33.1K+ 8.23% |
$1.12M - $1.21M
|
436K
$17.4M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
33.1K+ 16.1% |
$1.11M - $1.21M
|
238K
$9.5M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33K+ 14.71% |
$1.11M - $1.2M
|
257K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
32.8KNew |
$1.11M - $1.2M
|
32.8K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
32.7KNew |
$1.1M - $1.19M
|
32.7K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
31.7K+ 11.57% |
$1.07M - $1.15M
|
305K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.4K+ 7.76% |
$1.06M - $1.15M
|
436K
$17.4M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
29.7KNew |
$1M - $1.08M
|
29.7K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
26.6K+ 4.13% |
$895K - $968K
|
670K
$26.7M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.9K+ 304.12% |
$871K - $943K
|
34.4K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
24.3KNew |
$818K - $886K
|
24.3K
$968K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.5K+ 19.95% |
$790K - $855K
|
141K
$5.62M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
22.9K+ 12.67% |
$770K - $834K
|
203K
$8.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.4K+ 7.7% |
$756K - $818K
|
314K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
22.3K+ 1.6% |
$752K - $814K
|
1.42M
$56.5M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
22K+ 15.83% |
$740K - $801K
|
161K
$6.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
21.9K+ 1.39% |
$736K - $797K
|
1.59M
$63.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
21.4KNew |
$721K - $780K
|
21.4K
$853K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.9K+ 4.93% |
$705K - $763K
|
445K
$17.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
20.4KNew |
$687K - $744K
|
20.4K
$813K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
20.2K+ 96.9% |
$681K - $737K
|
41.1K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
20.1K+ 890.96% |
$677K - $733K
|
22.4K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20K+ 13.81% |
$673K - $729K
|
165K
$6.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
20K+ 18.43% |
$673K - $729K
|
128K
$5.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
19.9K+ 62.19% |
$672K - $727K
|
52K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.9K+ 193.44% |
$670K - $726K
|
30.2K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18K+ 11.83% |
$607K - $657K
|
170K
$6.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
17.9K+ 18.34% |
$603K - $653K
|
115K
$4.6M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
17.2K+ 14.4% |
$579K - $627K
|
137K
$5.44M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5K+ 17.57% |
$555K - $600K
|
110K
$4.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.7K+ 32.81% |
$530K - $574K
|
63.7K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
15.5KNew |
$523K - $566K
|
15.5K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
15.4K+ 22.92% |
$517K - $560K
|
82.4K
$3.28M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15K+ 14.54% |
$506K - $548K
|
118K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14.9K+ 11.48% |
$502K - $544K
|
145K
$5.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.8K+ 6.15% |
$498K - $539K
|
255K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 22.89% |
$484K - $524K
|
77.1K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14K+ 7.52% |
$470K - $509K
|
200K
$7.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 20.19% |
$470K - $509K
|
83K
$3.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 135.04% |
$468K - $507K
|
24.2K
$965K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 3.28% |
$454K - $492K
|
424K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 91.44% |
$448K - $485K
|
27.8K
$1.11M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13.2KNew |
$444K - $481K
|
13.2K
$525K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.9K+ 95.42% |
$436K - $472K
|
26.5K
$1.06M
|