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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-822- 3.49% |
$27.8K - $32.9K
|
22.7K
$905K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-830- 11.08% |
$28.1K - $33.2K
|
6.66K
$266K
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-850- 1.73% |
$28.8K - $34K
|
48.3K
$1.93M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-879Closed |
$29.8K - $35.2K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-906- 6.7% |
$30.7K - $36.3K
|
12.6K
$503K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-917- 11.61% |
$31K - $36.7K
|
6.98K
$278K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-956- 3.12% |
$32.4K - $38.3K
|
29.7K
$1.18M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-970- 1.36% |
$32.8K - $38.8K
|
70.4K
$2.81M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-996- 96.89% |
$33.7K - $39.9K
|
32
$1.28K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1K- 49.9% |
$33.9K - $40.1K
|
1.01K
$40.1K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 7.72% |
$33.9K - $40.1K
|
12K
$478K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.04K- 8.03% |
$35.2K - $41.6K
|
11.9K
$475K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.12K- 27.27% |
$37.9K - $44.8K
|
2.99K
$119K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.13K- 4.83% |
$38.1K - $45.1K
|
22.2K
$885K
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.15K- 8.72% |
$39K - $46.2K
|
12.1K
$481K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.16K- 32.87% |
$39.1K - $46.3K
|
2.36K
$94.1K
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.18K- 1.04% |
$39.8K - $47K
|
112K
$4.46M
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.21K- 5.63% |
$40.9K - $48.4K
|
20.3K
$808K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.27K- 17.12% |
$42.9K - $50.7K
|
6.13K
$244K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.27K- 41.57% |
$42.9K - $50.8K
|
1.78K
$71K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 17.29% |
$43K - $50.9K
|
6.08K
$242K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.27K- 6.31% |
$43.1K - $51K
|
18.9K
$754K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 11.93% |
$43.3K - $51.2K
|
9.45K
$377K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.33K- 13.9% |
$45.1K - $53.3K
|
8.25K
$329K
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.34K- 13.77% |
$45.4K - $53.6K
|
8.39K
$334K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.43K- 5.92% |
$48.3K - $57.2K
|
22.7K
$905K
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.45K- 10.77% |
$49.2K - $58.2K
|
12K
$480K
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.47K- 4.36% |
$49.6K - $58.6K
|
32.1K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.5KClosed |
$50.8K - $60K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.56K- 6.13% |
$52.9K - $62.6K
|
23.9K
$955K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.67K- 6.89% |
$56.6K - $67K
|
22.6K
$901K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.74K- 11.8% |
$58.7K - $69.5K
|
13K
$517K
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.74K- 7.17% |
$58.8K - $69.5K
|
22.5K
$897K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.86KClosed |
$63.1K - $74.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.94K- 2.07% |
$65.6K - $77.6K
|
91.6K
$3.65M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.94K- 5.16% |
$65.7K - $77.7K
|
35.6K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.07K- 9.3% |
$69.9K - $82.7K
|
20.1K
$802K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.07K- 1.21% |
$70.2K - $83K
|
169K
$6.74M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.09KClosed |
$70.6K - $83.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.13K- 4.16% |
$72.2K - $85.3K
|
49.1K
$1.96M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.22K- 14.99% |
$75.2K - $89K
|
12.6K
$503K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.23K- 4.68% |
$75.3K - $89.1K
|
45.4K
$1.81M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.27K- 98.74% |
$76.8K - $90.8K
|
29
$1.16K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.31K- 3.93% |
$78.2K - $92.5K
|
56.5K
$2.25M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.32K- 1.59% |
$78.5K - $92.9K
|
144K
$5.74M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.32K- 0.98% |
$78.6K - $92.9K
|
235K
$9.38M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.37K- 17.04% |
$80.1K - $94.8K
|
11.5K
$459K
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.4K- 4.44% |
$81.2K - $96.1K
|
51.6K
$2.06M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.47K- 20.02% |
$83.5K - $98.8K
|
9.85K
$393K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.51K- 8.7% |
$84.9K - $100K
|
26.3K
$1.05M
|