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 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-44- 6.0% |
$1.48K - $1.6K
|
689
$27.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-45- 0.76% |
$1.52K - $1.64K
|
5.88K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-49- 0.28% |
$1.65K - $1.79K
|
17.6K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-55- 10.13% |
$1.85K - $2.01K
|
488
$19.5K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 0.47% |
$1.95K - $2.12K
|
12.2K
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-58- 0.78% |
$1.95K - $2.12K
|
7.38K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-62- 0.32% |
$2.09K - $2.26K
|
19.4K
$775K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-77- 0.71% |
$2.59K - $2.81K
|
10.7K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-81- 0.31% |
$2.73K - $2.95K
|
25.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-83- 1.32% |
$2.8K - $3.03K
|
6.22K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-90- 1.07% |
$3.03K - $3.28K
|
8.32K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-98- 7.84% |
$3.3K - $3.57K
|
1.15K
$45.9K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-99- 22.45% |
$3.34K - $3.61K
|
342
$13.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-99- 13.1% |
$3.34K - $3.61K
|
657
$26.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-104- 1.12% |
$3.5K - $3.79K
|
9.14K
$364K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-108- 1.39% |
$3.64K - $3.94K
|
7.68K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-112- 78.32% |
$3.77K - $4.08K
|
31
$1.24K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-114- 0.1% |
$3.84K - $4.16K
|
110K
$4.4M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-128- 69.95% |
$4.31K - $4.67K
|
55
$2.19K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-146- 0.04% |
$4.92K - $5.32K
|
386K
$15.4M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-170- 1.01% |
$5.73K - $6.2K
|
16.7K
$667K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-170- 5.6% |
$5.73K - $6.2K
|
2.87K
$114K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-185- 2.96% |
$6.23K - $6.75K
|
6.06K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-195- 50.0% |
$6.57K - $7.11K
|
195
$7.77K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-200- 3.14% |
$6.74K - $7.29K
|
6.18K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.65% |
$6.74K - $7.29K
|
30.6K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-209- 2.08% |
$7.04K - $7.62K
|
9.84K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-226- 43.05% |
$7.61K - $8.24K
|
299
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-227- 31.75% |
$7.65K - $8.28K
|
488
$19.5K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-241- 0.48% |
$8.12K - $8.79K
|
49.6K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-253- 1.57% |
$8.52K - $9.23K
|
15.9K
$633K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-260- 87.54% |
$8.76K - $9.48K
|
37
$1.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-266- 3.18% |
$8.96K - $9.7K
|
8.1K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-270- 1.21% |
$9.1K - $9.85K
|
22.1K
$882K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-281- 3.98% |
$9.47K - $10.2K
|
6.78K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-299- 1.28% |
$10.1K - $10.9K
|
23K
$917K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-306- 1.1% |
$10.3K - $11.2K
|
27.5K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-307- 4.2% |
$10.3K - $11.2K
|
7.01K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-317- 3.92% |
$10.7K - $11.6K
|
7.78K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-326- 3.71% |
$11K - $11.9K
|
8.45K
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-356- 14.17% |
$12K - $13K
|
2.16K
$85.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-356- 2.5% |
$12K - $13K
|
13.9K
$553K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-361- 1.28% |
$12.2K - $13.2K
|
27.8K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-373- 17.5% |
$12.6K - $13.6K
|
1.76K
$70.1K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-389- 0.98% |
$13.1K - $14.2K
|
39.2K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-396- 0.74% |
$13.3K - $14.4K
|
52.8K
$2.1M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-419- 20.19% |
$14.1K - $15.3K
|
1.66K
$66K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-421- 95.46% |
$14.2K - $15.4K
|
20
$797
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-440- 0.43% |
$14.8K - $16K
|
103K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-493- 1.54% |
$16.6K - $18K
|
31.5K
$1.26M
|