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
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.92K+ 4.07% |
$199K - $216K
|
151K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.85KNew |
$197K - $213K
|
5.85K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.85KNew |
$197K - $213K
|
5.85K
$234K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.62KNew |
$189K - $205K
|
5.62K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.6K+ 31.82% |
$189K - $204K
|
23.2K
$929K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.6KNew |
$189K - $204K
|
5.6K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.54K+ 4.48% |
$187K - $202K
|
129K
$5.18M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.3K+ 24.31% |
$178K - $193K
|
27.1K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5.18K+ 7.32% |
$174K - $189K
|
75.9K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.07K+ 5.56% |
$171K - $185K
|
96.2K
$3.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.97K+ 3.51% |
$168K - $181K
|
147K
$5.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.91K+ 19.22% |
$165K - $179K
|
30.4K
$1.22M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.86K+ 54.64% |
$164K - $177K
|
13.8K
$550K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.85K+ 7.45% |
$163K - $177K
|
70K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.84K+ 4.13% |
$163K - $177K
|
122K
$4.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4.81K+ 5.13% |
$162K - $175K
|
98.5K
$3.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
4.7K+ 2.54% |
$158K - $171K
|
189K
$7.58M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.64K+ 5.21% |
$156K - $169K
|
93.8K
$3.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.47K+ 3.57% |
$151K - $163K
|
130K
$5.19M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.47K+ 15.09% |
$151K - $163K
|
34.1K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.06K+ 40.91% |
$137K - $148K
|
14K
$560K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.06K+ 3.2% |
$137K - $148K
|
131K
$5.24M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.05K+ 4.14% |
$137K - $148K
|
102K
$4.08M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.03K+ 10.28% |
$136K - $147K
|
43.3K
$1.73M
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.99K+ 6.77% |
$134K - $146K
|
62.9K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.93K+ 40.96% |
$132K - $143K
|
13.5K
$541K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.9K+ 28.07% |
$131K - $142K
|
17.8K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.76K+ 2.98% |
$127K - $137K
|
130K
$5.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.64K+ 7.65% |
$123K - $133K
|
51.2K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.58K+ 53.51% |
$121K - $130K
|
10.3K
$411K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.49K+ 37.53% |
$118K - $127K
|
12.8K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.46K+ 1911.6% |
$117K - $126K
|
3.64K
$146K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.28K+ 8.84% |
$110K - $120K
|
40.4K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.27K+ 29.5% |
$110K - $119K
|
14.3K
$573K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.21K+ 553.97% |
$108K - $117K
|
3.79K
$152K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.18K+ 2.23% |
$107K - $116K
|
146K
$5.84M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.12K+ 0.97% |
$105K - $114K
|
326K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.1K+ 9.85% |
$104K - $113K
|
34.5K
$1.38M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.09K+ 2.87% |
$104K - $113K
|
111K
$4.43M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.08K+ 18.49% |
$104K - $112K
|
19.8K
$790K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.05K+ 5.99% |
$103K - $111K
|
54K
$2.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.03K+ 7.34% |
$102K - $110K
|
44.2K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.98K+ 6.01% |
$100K - $109K
|
52.5K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.98K+ 8.05% |
$100K - $109K
|
40K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.94K+ 3.93% |
$99.1K - $107K
|
77.8K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.91K+ 1.97% |
$98.1K - $106K
|
151K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.82K+ 7.52% |
$95K - $103K
|
40.3K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.8KNew |
$94.3K - $102K
|
2.8K
$112K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.77K+ 5427.45% |
$93.3K - $101K
|
2.82K
$113K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
2.73K+ 20.07% |
$92K - $99.6K
|
16.3K
$654K
|