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 |
---|---|---|---|---|---|---|---|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
483+ 14.16% |
$16.3K - $19.3K
|
3.89K
$155K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
475+ 6.72% |
$16.1K - $19K
|
7.55K
$301K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
427+ 5.87% |
$14.5K - $17.1K
|
7.7K
$307K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
421New |
$14.3K - $16.9K
|
421
$16.8K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
421+ 3.65% |
$14.3K - $16.9K
|
12K
$477K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
403+ 6.06% |
$13.6K - $16.1K
|
7.05K
$281K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
392New |
$13.3K - $15.7K
|
392
$15.6K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
389+ 4.33% |
$13.2K - $15.6K
|
9.37K
$373K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
384+ 3.89% |
$13K - $15.4K
|
10.3K
$409K
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
378+ 0.43% |
$12.8K - $15.1K
|
87.7K
$3.5M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
341+ 4.06% |
$11.5K - $13.7K
|
8.74K
$349K
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
309+ 18.51% |
$10.5K - $12.4K
|
1.98K
$78.8K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
291New |
$9.85K - $11.6K
|
291
$11.6K
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
285+ 3.38% |
$9.65K - $11.4K
|
8.72K
$347K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
227+ 1.31% |
$7.68K - $9.09K
|
17.6K
$701K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
227New |
$7.68K - $9.09K
|
227
$9.05K
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
216+ 2.34% |
$7.31K - $8.65K
|
9.46K
$377K
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
205+ 2.59% |
$6.94K - $8.21K
|
8.11K
$323K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
203+ 163.71% |
$6.87K - $8.13K
|
327
$13K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
176+ 2.74% |
$5.96K - $7.05K
|
6.61K
$263K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
172+ 1.01% |
$5.82K - $6.89K
|
17.2K
$684K
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
167+ 3.17% |
$5.65K - $6.69K
|
5.43K
$217K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
149+ 1.45% |
$5.04K - $5.96K
|
10.5K
$417K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
142+ 2.93% |
$4.81K - $5.68K
|
5K
$199K
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
129+ 1.66% |
$4.37K - $5.16K
|
7.9K
$315K
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
123+ 0.16% |
$4.16K - $4.92K
|
75K
$2.99M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
113+ 0.2% |
$3.83K - $4.52K
|
56.6K
$2.25M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
106+ 18.18% |
$3.59K - $4.24K
|
689
$27.5K
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
95+ 1.61% |
$3.22K - $3.8K
|
6K
$239K
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
75+ 0.67% |
$2.54K - $3K
|
11.2K
$447K
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
75+ 0.79% |
$2.54K - $3K
|
9.53K
$380K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
54+ 1.26% |
$1.83K - $2.16K
|
4.34K
$173K
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
51+ 0.58% |
$1.73K - $2.04K
|
8.83K
$352K
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
50+ 53.76% |
$1.69K - $2K
|
143
$5.7K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
49+ 12.13% |
$1.66K - $1.96K
|
453
$18.1K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 8.38% |
$1.46K - $1.72K
|
556
$22.2K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42+ 0.23% |
$1.42K - $1.68K
|
18.4K
$731K
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
37+ 0.33% |
$1.25K - $1.48K
|
11.4K
$454K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
34+ 0.18% |
$1.15K - $1.36K
|
19.4K
$775K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.37% |
$643 - $761
|
1.41K
$56.1K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 1.11% |
$542 - $640
|
1.46K
$58K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.39% |
$339 - $400
|
2.56K
$102K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$271 - $320
|
8
$319
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.05% |
$237 - $280
|
14.3K
$571K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5New |
$169 - $200
|
5
$199
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.61% |
$102 - $120
|
494
$19.7K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$102 - $120
|
11.4K
$453K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 1.16% |
$67.7 - $80.1
|
174
$6.94K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.61% |
$67.7 - $80.1
|
126
$5.02K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
2+ 0.0% |
$67.7 - $80.1
|
61.1K
$2.43M
|