Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
3.38M
+ 19.06%
$114M - $135M
21.1M $840M
Aug 15, 2022 Q2 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
1.88M
New
$63.6M - $75.3M
1.88M $74.9M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.11M
+ 15.19%
$37.5M - $44.4M
8.41M $335M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
676K
+ 29.9%
$22.9M - $27.1M
2.94M $117M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
614K
+ 16.65%
$20.8M - $24.6M
4.31M $172M
Aug 15, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
531K
New
$18M - $21.3M
531K $21.2M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
519K
+ 179.52%
$17.6M - $20.8M
809K $32.2M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
408K
New
$13.8M - $16.3M
408K $16.3M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
318K
+ 62.34%
$10.8M - $12.7M
829K $33M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
226K
+ 43.07%
$7.65M - $9.04M
750K $29.9M
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

BUY
 -
200K
New
$6.77M - $8.01M
200K $7.97M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
153K
+ 2463.04%
$5.17M - $6.11M
159K $6.34M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
145K
+ 819.28%
$4.91M - $5.81M
163K $6.49M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
139K
+ 366855.25%
$4.72M - $5.58M
139K $5.56M
Aug 12, 2022 Q2 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
122K
+ 110.81%
$4.13M - $4.88M
232K $9.25M
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
121K
+ 285.11%
$4.09M - $4.83M
163K $6.5M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
112K
+ 16.92%
$3.8M - $4.5M
776K $30.9M
Jul 13, 2022 Q2 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
110K
+ 101.55%
$3.73M - $4.41M
218K $8.71M
Aug 01, 2022 Q2 2022
N.E.W. Advisory Services LLC

BUY
 -
103K
+ 38.97%
$3.49M - $4.13M
368K $14.7M
Aug 15, 2022 Q2 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
100K
+ 674.01%
$3.39M - $4.01M
115K $4.58M
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
92.7K
+ 1830.44%
$3.14M - $3.71M
97.7K $3.9M
Jul 18, 2022 Q2 2022
Rodgers & Associates, LTD

BUY
 -
85.6K
+ 17.5%
$2.9M - $3.42M
574K $22.9M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
78.8K
+ 7.1%
$2.67M - $3.16M
1.19M $47.4M
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
78.6K
+ 232.76%
$2.66M - $3.15M
112K $4.48M
Aug 09, 2022 Q2 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
77.7K
+ 46.65%
$2.63M - $3.11M
244K $9.73M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
71K
New
$2.4M - $2.84M
71K $2.83M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
70.9K
+ 54.1%
$2.4M - $2.84M
202K $8.05M
Aug 04, 2022 Q2 2022
Penobscot Wealth Management

BUY
 -
70.3K
New
$2.38M - $2.81M
70.3K $2.8M
Aug 15, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
69.8K
+ 23.99%
$2.36M - $2.79M
361K $14.4M
Oct 26, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
69.2K
+ 23.96%
$2.34M - $2.77M
358K $14.3M
Sep 30, 2022 Q2 2022
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
68.2K
+ 54.27%
$2.31M - $2.73M
194K $7.73M
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
67.2K
+ 8396.13%
$2.27M - $2.69M
68K $2.71M
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
66.3K
New
$2.24M - $2.65M
66.3K $2.64M
Jul 14, 2022 Q2 2022
Ma Private Wealth

BUY
 -
64.7K
+ 47.45%
$2.19M - $2.59M
201K $8.02M
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

BUY
 -
63.3K
+ 39.29%
$2.14M - $2.53M
224K $8.94M
Aug 03, 2022 Q2 2022
Financial Insights, Inc.

BUY
 -
61.9K
New
$2.1M - $2.48M
61.9K $2.47M
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
59.5K
+ 22.37%
$2.01M - $2.38M
325K $13M
Jul 13, 2022 Q2 2022
Mc Namara Financial Services, Inc.

BUY
 -
59.2K
+ 3.65%
$2M - $2.37M
1.68M $67M
Jul 15, 2022 Q2 2022
Mc Adam, LLC

BUY
 -
58.4K
+ 132.34%
$1.98M - $2.34M
103K $4.09M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
55.1K
+ 80.11%
$1.86M - $2.2M
124K $4.93M
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
51.9K
New
$1.76M - $2.08M
51.9K $2.07M
Jul 18, 2022 Q2 2022
Waller Financial Planning Group, Inc

BUY
 -
51.5K
+ 12.14%
$1.74M - $2.06M
475K $19M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
50.1K
+ 9.48%
$1.7M - $2.01M
579K $23.1M
Aug 24, 2022 Q2 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
49K
New
$1.66M - $1.96M
49K $1.95M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
48.7K
New
$1.65M - $1.95M
48.7K $1.94M
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

BUY
 -
43K
+ 111.07%
$1.46M - $1.72M
81.7K $3.26M
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

BUY
 -
42.9K
+ 77.06%
$1.45M - $1.72M
98.5K $3.92M
Aug 11, 2022 Q2 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
42.2K
New
$1.43M - $1.69M
42.2K $1.68M
Jul 19, 2022 Q2 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
41.2K
New
$1.4M - $1.65M
41.2K $1.64M

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