Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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 17, 2024 Q1 2024
Trinity Wealth Management, LLC

BUY
 -
927
+ 5.42%
$31.2K - $33.8K
18K $718K
May 10, 2024 Q1 2024
Blue Barn Wealth, LLC

BUY
 -
925
+ 1.29%
$31.2K - $33.7K
72.8K $2.9M
Apr 03, 2024 Q1 2024
Strategic Advocates LLC

Logan, UT
BUY
 -
905
+ 2.32%
$30.5K - $33K
39.8K $1.59M
May 13, 2024 Q1 2024
National Bank Of Canada

BUY
 -
892
+ 2410.81%
$30.1K - $32.5K
929 $37K
May 01, 2024 Q1 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
862
+ 0.88%
$29K - $31.4K
98.3K $3.92M
May 13, 2024 Q1 2024
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
845
+ 4.3%
$28.5K - $30.8K
20.5K $818K
Apr 30, 2024 Q1 2024
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
830
+ 0.92%
$28K - $30.3K
91.5K $3.65M
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
796
+ 5.09%
$26.8K - $29K
16.4K $655K
May 14, 2024 Q1 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
786
+ 1.23%
$26.5K - $28.7K
64.5K $2.57M
May 07, 2024 Q1 2024
Isthmus Partners, LLC

Madison, WI
BUY
 -
747
+ 0.24%
$25.2K - $27.2K
319K $12.7M
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
729
+ 4.94%
$24.6K - $26.6K
15.5K $617K
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
716
+ 11.13%
$24.1K - $26.1K
7.15K $285K
May 14, 2024 Q1 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
715
+ 2.49%
$24.1K - $26.1K
29.4K $1.17M
Apr 15, 2024 Q1 2024
Apeiron Ria LLC

BUY
 -
715
+ 3.6%
$24.1K - $26.1K
20.6K $819K
May 14, 2024 Q1 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
714
+ 3.21%
$24.1K - $26K
23K $916K
Apr 17, 2024 Q1 2024
Vicus Capital

State College, PA
BUY
 -
657
+ 5.34%
$22.1K - $24K
13K $516K
Apr 17, 2024 Q1 2024
Kathleen S. Wright Associates Inc.

BUY
 -
644
+ 1.29%
$21.7K - $23.5K
50.7K $2.02M
May 13, 2024 Q1 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
638
New
$21.5K - $23.3K
638 $25.4K
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
637
+ 2.13%
$21.5K - $23.2K
30.5K $1.22M
Apr 03, 2024 Q1 2024
Prairieview Wealth Partners, LLC

Orland Park, IL
BUY
 -
628
+ 1.8%
$21.2K - $22.9K
35.6K $1.42M
Apr 10, 2024 Q1 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
623
+ 9.54%
$21K - $22.7K
7.15K $285K
May 02, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
597
+ 56.37%
$20.1K - $21.8K
1.66K $66K
Apr 10, 2024 Q1 2024
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
517
+ 2.96%
$17.4K - $18.9K
18K $718K
May 09, 2024 Q1 2024
Wrapmanager Inc

BUY
 -
507
+ 0.32%
$17.1K - $18.5K
158K $6.31M
Apr 18, 2024 Q1 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
505
+ 0.69%
$17K - $18.4K
73.5K $2.93M
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
500
New
$16.8K - $18.2K
500 $19.9K
Apr 15, 2024 Q1 2024
Future Financial Wealth Managment LLC

BUY
 -
484
New
$16.3K - $17.7K
484 $19.3K
Apr 09, 2024 Q1 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
482
+ 7.5%
$16.2K - $17.6K
6.91K $275K
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
473
+ 0.82%
$15.9K - $17.3K
58.4K $2.33M
Apr 23, 2024 Q1 2024
Canal Capital Management, LLC

BUY
 -
465
+ 6.41%
$15.7K - $17K
7.72K $308K
Apr 24, 2024 Q1 2024
Spire Wealth Management

BUY
 -
445
+ 15.88%
$15K - $16.2K
3.25K $129K
May 01, 2024 Q1 2024
Stone Point Wealth LLC

BUY
 -
441
+ 5.76%
$14.9K - $16.1K
8.1K $323K
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
441
New
$14.9K - $16.1K
441 $17.6K
May 15, 2024 Q1 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
435
+ 16.8%
$14.7K - $15.9K
3.03K $121K
May 02, 2024 Q1 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
415
+ 0.99%
$14K - $15.1K
42.1K $1.68M
May 15, 2024 Q1 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
380
+ 2.39%
$12.8K - $13.9K
16.3K $650K
May 09, 2024 Q1 2024
Blair William & CO

Chicago, IL
BUY
 -
367
+ 1.24%
$12.4K - $13.4K
30K $1.2M
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
366
+ 1016.67%
$12.3K - $13.3K
402 $16K
Apr 23, 2024 Q1 2024
Iron Financial, LLC

BUY
 -
365
+ 1.22%
$12.3K - $13.3K
30.3K $1.21M
May 08, 2024 Q1 2024
Sheets Smith Wealth Management

BUY
 -
347
+ 2.72%
$11.7K - $12.7K
13.1K $522K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
344
+ 113.16%
$11.6K - $12.5K
648 $25.8K
May 09, 2024 Q1 2024
Nwam LLC

Mercer Island, WA
BUY
 -
323
+ 5.41%
$10.9K - $11.8K
6.29K $251K
Apr 18, 2024 Q1 2024
Integrated Investment Consultants, LLC

BUY
 -
312
+ 0.21%
$10.5K - $11.4K
151K $6.01M
Apr 17, 2024 Q1 2024
River Street Advisors LLC

Aurora, IL
BUY
 -
309
+ 3.08%
$10.4K - $11.3K
10.3K $412K
May 07, 2024 Q1 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
302
+ 1.79%
$10.2K - $11K
17.2K $686K
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

BUY
 -
296
+ 167.23%
$9.97K - $10.8K
473 $18.9K
May 14, 2024 Q1 2024
Jones Financial Companies Lllp

BUY
 -
287
+ 6.33%
$9.67K - $10.5K
4.82K $192K
May 07, 2024 Q1 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
282
+ 3.47%
$9.5K - $10.3K
8.4K $335K
Apr 10, 2024 Q1 2024
Wedmont Private Capital

BUY
 -
278
+ 0.65%
$9.37K - $10.1K
43K $1.72M

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