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 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-499- 6.37% |
$16.8K - $18.2K
|
7.33K
$292K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-501- 1.09% |
$16.9K - $18.3K
|
45.7K
$1.82M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-508- 0.66% |
$17.1K - $18.5K
|
76.4K
$3.05M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-511- 4.76% |
$17.2K - $18.6K
|
10.2K
$407K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-541- 3.67% |
$18.2K - $19.7K
|
14.2K
$566K
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-550- 0.09% |
$18.5K - $20.1K
|
645K
$25.7M
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-550- 0.1% |
$18.5K - $20.1K
|
541K
$21.6M
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-553- 61.72% |
$18.6K - $20.2K
|
343
$13.7K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-557- 1.23% |
$18.8K - $20.3K
|
44.8K
$1.79M
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-660- 15.74% |
$22.2K - $24.1K
|
3.53K
$141K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-687- 6.75% |
$23.1K - $25.1K
|
9.49K
$378K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-690- 10.18% |
$23.2K - $25.2K
|
6.09K
$243K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 3.14% |
$23.5K - $25.5K
|
21.5K
$859K
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-701- 4.1% |
$23.6K - $25.6K
|
16.4K
$654K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-745- 7.71% |
$25.1K - $27.2K
|
8.91K
$355K
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-767- 5.32% |
$25.8K - $28K
|
13.6K
$544K
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-768- 2.98% |
$25.9K - $28K
|
25K
$996K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-769- 4.45% |
$25.9K - $28K
|
16.5K
$658K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-774- 15.28% |
$26.1K - $28.2K
|
4.29K
$171K
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-860- 9.28% |
$29K - $31.4K
|
8.41K
$335K
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-866- 3.15% |
$29.2K - $31.6K
|
26.6K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-878- 2.76% |
$29.6K - $32K
|
30.9K
$1.23M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-919- 72.65% |
$31K - $33.5K
|
346
$13.8K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-941- 5.43% |
$31.7K - $34.3K
|
16.4K
$653K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-956- 6.28% |
$32.2K - $34.9K
|
14.3K
$569K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-976- 1.83% |
$32.9K - $35.6K
|
52.4K
$2.09M
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1K- 8.16% |
$33.7K - $36.5K
|
11.3K
$449K
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.04K- 7.19% |
$34.9K - $37.7K
|
13.4K
$532K
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.04K- 12.21% |
$35.2K - $38.1K
|
7.5K
$299K
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.08K- 8.81% |
$36.4K - $39.4K
|
11.2K
$445K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.12K- 8.87% |
$37.6K - $40.7K
|
11.5K
$457K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.14K- 0.77% |
$38.3K - $41.5K
|
146K
$5.83M
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 6.6% |
$39.5K - $42.7K
|
16.6K
$661K
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.2K- 7.29% |
$40.5K - $43.9K
|
15.3K
$609K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.23K- 8.62% |
$41.6K - $45K
|
13.1K
$521K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.24K- 13.79% |
$41.6K - $45.1K
|
7.73K
$308K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.25K- 6.97% |
$42K - $45.4K
|
16.6K
$663K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.31K- 10.28% |
$44.1K - $47.8K
|
11.4K
$456K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 8.89% |
$44.4K - $48.1K
|
13.5K
$539K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.36K- 1.27% |
$45.8K - $49.6K
|
105K
$4.2M
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.38K- 16.16% |
$46.5K - $50.3K
|
7.16K
$285K
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.4K- 2.31% |
$47K - $50.9K
|
58.9K
$2.35M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.42K- 72.25% |
$48K - $51.9K
|
547
$21.8K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 14.2% |
$48.7K - $52.7K
|
8.73K
$348K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 30.84% |
$49.8K - $53.9K
|
3.31K
$132K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.48K- 20.25% |
$49.9K - $54K
|
5.83K
$232K
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 1.38% |
$50.8K - $55K
|
108K
$4.3M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.51K- 20.13% |
$50.9K - $55.1K
|
6K
$239K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.52K- 4.6% |
$51.3K - $55.6K
|
31.6K
$1.26M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.56K- 9.05% |
$52.5K - $56.8K
|
15.6K
$623K
|