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 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.58K- 20.15% |
$87.4K - $103K
|
10.2K
$408K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.6K- 0.81% |
$87.8K - $104K
|
319K
$12.7M
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.77K- 2.58% |
$93.7K - $111K
|
105K
$4.17M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.78K- 9.44% |
$94K - $111K
|
26.7K
$1.06M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.78K- 63.28% |
$94.1K - $111K
|
1.61K
$64.3K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.89K- 59.08% |
$97.9K - $116K
|
2K
$79.9K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.95K- 11.84% |
$99.8K - $118K
|
22K
$875K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.95K- 3.54% |
$100K - $118K
|
80.5K
$3.21M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.31K- 10.69% |
$112K - $133K
|
27.7K
$1.1M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.43K- 24.15% |
$116K - $137K
|
10.8K
$429K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.44K- 6.21% |
$116K - $138K
|
51.9K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.55K- 3.8% |
$120K - $142K
|
89.8K
$3.58M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.55K- 3.8% |
$120K - $142K
|
89.8K
$3.58M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.69KClosed |
$125K - $148K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.72K- 6.23% |
$126K - $149K
|
56.1K
$2.23M
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.16K- 6.94% |
$141K - $166K
|
55.7K
$2.22M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.36K- 39.5% |
$148K - $175K
|
6.68K
$266K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.62K- 7.27% |
$156K - $185K
|
58.9K
$2.35M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.7K- 10.75% |
$159K - $188K
|
39K
$1.55M
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-4.77K- 24.29% |
$161K - $191K
|
14.9K
$593K
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.8K- 26.77% |
$163K - $192K
|
13.1K
$523K
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-4.86K- 18.88% |
$164K - $194K
|
20.9K
$832K
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.9K- 4.7% |
$166K - $196K
|
99.2K
$3.95M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-5.1K- 2.84% |
$173K - $204K
|
174K
$6.94M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-5.13KClosed |
$174K - $205K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.17K- 44.67% |
$175K - $207K
|
6.41K
$256K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.18K- 59.14% |
$175K - $207K
|
3.58K
$143K
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.18KClosed |
$175K - $207K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-5.23KClosed |
$177K - $209K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5.26KClosed |
$178K - $210K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.29KClosed |
$179K - $212K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.35KClosed |
$181K - $214K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.37KClosed |
$182K - $215K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5.55KClosed |
$188K - $222K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-5.59KClosed |
$189K - $224K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.6KClosed |
$190K - $224K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.61K- 18.26% |
$190K - $224K
|
25.1K
$1M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.64KClosed |
$191K - $226K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.65KClosed |
$191K - $226K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.67KClosed |
$192K - $227K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.69K- 1.02% |
$193K - $228K
|
554K
$22.1M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.72K- 42.42% |
$194K - $229K
|
7.77K
$310K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.74KClosed |
$194K - $230K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5.75KClosed |
$195K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.97K- 7.77% |
$202K - $239K
|
70.9K
$2.82M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-5.98KClosed |
$202K - $239K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.07KClosed |
$206K - $243K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-6.07KClosed |
$206K - $243K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6.14K- 45.56% |
$208K - $246K
|
7.34K
$292K
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-6.17K- 8.93% |
$209K - $247K
|
62.9K
$2.51M
|