Purchases and Sales Made in Q2 2024 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 2024. 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 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.86K- 32.81% |
$65.5K - $72K
|
3.8K
$151K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 2.55% |
$67.5K - $74.1K
|
72.9K
$2.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.07K- 5.19% |
$73.2K - $80.4K
|
37.9K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.08K- 1.65% |
$73.3K - $80.5K
|
123K
$4.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.18K- 16.17% |
$77K - $84.6K
|
11.3K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.55% |
$78.1K - $85.8K
|
140K
$5.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.23K- 1.6% |
$78.8K - $86.5K
|
137K
$5.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.24K- 2.93% |
$79K - $86.8K
|
74.2K
$2.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.24K- 10.68% |
$79.1K - $86.9K
|
18.7K
$747K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.24K- 3.86% |
$79.1K - $87K
|
55.9K
$2.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.27K- 1.67% |
$80.1K - $88K
|
133K
$5.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.27K- 2.12% |
$80.2K - $88.1K
|
105K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.28K- 11.66% |
$80.3K - $88.3K
|
17.2K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 45.23% |
$81.1K - $89.1K
|
2.78K
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 1.75% |
$83.1K - $91.3K
|
132K
$5.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.46K- 2.13% |
$86.9K - $95.5K
|
113K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.51K- 15.77% |
$88.6K - $97.3K
|
13.4K
$534K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.59K- 4.22% |
$91.4K - $100K
|
58.7K
$2.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.61K- 7.66% |
$92.1K - $101K
|
31.5K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-2.64K- 3.23% |
$93K - $102K
|
78.9K
$3.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.7K- 7.25% |
$95.3K - $105K
|
34.5K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.75K- 11.05% |
$97K - $107K
|
22.1K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 6.56% |
$97K - $107K
|
39.1K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.75K- 6.71% |
$97K - $107K
|
38.2K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-2.76K- 4.61% |
$97.6K - $107K
|
57.1K
$2.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 2.36% |
$98.5K - $108K
|
116K
$4.61M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 13.66% |
$98.6K - $108K
|
17.7K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.96K- 24.99% |
$105K - $115K
|
8.89K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.05K- 2.14% |
$108K - $118K
|
140K
$5.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.1K- 13.38% |
$110K - $120K
|
20.1K
$801K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.2K- 13.93% |
$113K - $124K
|
19.8K
$788K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.23K- 20.14% |
$114K - $125K
|
12.8K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.23K- 1.83% |
$114K - $125K
|
174K
$6.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.37K- 1.67% |
$119K - $131K
|
199K
$7.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.42K- 90.09% |
$121K - $133K
|
376
$15K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3.5K- 3.76% |
$123K - $136K
|
89.6K
$3.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 16.28% |
$124K - $136K
|
18K
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.52K- 30.73% |
$124K - $136K
|
7.92K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.81K- 33.28% |
$135K - $148K
|
7.65K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.83K- 3.52% |
$135K - $149K
|
105K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.88K- 3.6% |
$137K - $151K
|
104K
$4.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.89K- 4.48% |
$137K - $151K
|
83.1K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.9K- 23.34% |
$138K - $151K
|
12.8K
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.91K- 88.6% |
$138K - $152K
|
503
$20K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.98K- 15.94% |
$141K - $154K
|
21K
$837K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.01K- 26.51% |
$142K - $156K
|
11.1K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.11K- 37.8% |
$145K - $160K
|
6.77K
$270K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.13K- 3.71% |
$146K - $160K
|
107K
$4.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.17K- 34.14% |
$147K - $162K
|
8.04K
$320K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.32K- 4.0% |
$153K - $168K
|
104K
$4.14M
|