Purchases and Sales Made in Q2 2022 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 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 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 5.97% |
$681K - $805K
|
317K
$12.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.3K- 17.62% |
$721K - $853K
|
99.6K
$3.97M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-21.4K- 20.29% |
$726K - $858K
|
84.2K
$3.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-21.7KClosed |
$734K - $868K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.1K- 71.97% |
$748K - $885K
|
8.61K
$343K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.6K- 24.52% |
$764K - $903K
|
69.4K
$2.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-23K- 22.47% |
$779K - $921K
|
79.3K
$3.16M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-23.3K- 36.59% |
$787K - $931K
|
40.3K
$1.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 31.29% |
$790K - $934K
|
51.2K
$2.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-24.5K- 9.55% |
$828K - $979K
|
232K
$9.23M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-24.6K- 25.71% |
$832K - $984K
|
71K
$2.83M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-24.9K- 5.49% |
$842K - $996K
|
429K
$17.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-25.1K- 10.68% |
$850K - $1M
|
210K
$8.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-25.2K- 38.05% |
$854K - $1.01M
|
41.1K
$1.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-25.9K- 23.95% |
$878K - $1.04M
|
82.3K
$3.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.6K- 50.18% |
$900K - $1.06M
|
26.4K
$1.05M
|
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-28.1K- 26.87% |
$951K - $1.12M
|
76.5K
$3.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-28.4K- 22.68% |
$960K - $1.14M
|
96.7K
$3.85M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-28.5K- 15.34% |
$964K - $1.14M
|
157K
$6.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-30.3K- 20.19% |
$1.03M - $1.21M
|
120K
$4.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-30.4K- 57.5% |
$1.03M - $1.22M
|
22.5K
$897K
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-31.6K- 30.1% |
$1.07M - $1.26M
|
73.3K
$2.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.1K- 45.25% |
$1.09M - $1.28M
|
38.8K
$1.55M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-33K- 57.11% |
$1.12M - $1.32M
|
24.8K
$989K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-34.7K- 26.82% |
$1.18M - $1.39M
|
94.7K
$3.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-37.1KClosed |
$1.26M - $1.49M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-37.1K- 45.35% |
$1.26M - $1.49M
|
44.7K
$1.78M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-37.8K- 33.89% |
$1.28M - $1.51M
|
73.8K
$2.94M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-38K- 24.38% |
$1.29M - $1.52M
|
118K
$4.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-39.4K- 34.48% |
$1.33M - $1.58M
|
74.8K
$2.98M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-40.3K- 26.0% |
$1.36M - $1.61M
|
115K
$4.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-42.6K- 7.42% |
$1.44M - $1.71M
|
532K
$21.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-43.8K- 48.5% |
$1.48M - $1.76M
|
46.6K
$1.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-44.8K- 78.56% |
$1.52M - $1.79M
|
12.2K
$487K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-47.3K- 23.41% |
$1.6M - $1.89M
|
155K
$6.17M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-48.3K- 35.91% |
$1.63M - $1.93M
|
86.2K
$3.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-51.1K- 48.91% |
$1.73M - $2.04M
|
53.4K
$2.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-65.2KClosed |
$2.21M - $2.61M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-66.9KClosed |
$2.26M - $2.68M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-68.7K- 13.02% |
$2.33M - $2.75M
|
459K
$18.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-76.6K- 45.04% |
$2.59M - $3.06M
|
93.4K
$3.72M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-83.3K- 85.19% |
$2.82M - $3.33M
|
14.5K
$577K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95K- 43.71% |
$3.21M - $3.8M
|
122K
$4.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-96.4K- 51.79% |
$3.26M - $3.86M
|
89.7K
$3.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-97.8K- 9.0% |
$3.31M - $3.92M
|
989K
$39.4M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-107K- 12.16% |
$3.64M - $4.3M
|
776K
$30.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-108K- 33.93% |
$3.65M - $4.32M
|
210K
$8.37M
|
|
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-109K- 50.0% |
$3.7M - $4.37M
|
109K
$4.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-109K- 6.48% |
$3.7M - $4.38M
|
1.58M
$62.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-111K- 9.23% |
$3.76M - $4.45M
|
1.09M
$43.6M
|