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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.4K+ 9.65% |
$580K - $638K
|
187K
$7.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.8KNew |
$559K - $614K
|
15.8K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.7K+ 55.3% |
$555K - $610K
|
44.2K
$1.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.3K+ 5.78% |
$538K - $592K
|
279K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
15.1KNew |
$534K - $587K
|
15.1K
$603K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
15K+ 7.37% |
$529K - $582K
|
218K
$8.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 22.85% |
$521K - $572K
|
79.3K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.4KNew |
$508K - $558K
|
14.4K
$573K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14.4K+ 9.79% |
$507K - $557K
|
161K
$6.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.8KNew |
$487K - $535K
|
13.8K
$550K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13.7KNew |
$485K - $533K
|
13.7K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.7KNew |
$482K - $530K
|
13.7K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.6K+ 7.5% |
$478K - $526K
|
194K
$7.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
13.5K+ 3.99% |
$476K - $523K
|
352K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 227.61% |
$470K - $517K
|
19.2K
$764K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.2KNew |
$467K - $513K
|
13.2K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.2K+ 17.17% |
$466K - $512K
|
90.1K
$3.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.1KNew |
$462K - $508K
|
13.1K
$522K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 42.87% |
$462K - $508K
|
43.6K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
13K+ 15.63% |
$458K - $503K
|
96K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.2KNew |
$432K - $474K
|
12.2K
$487K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.5KNew |
$408K - $448K
|
11.5K
$460K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.2K+ 9.13% |
$394K - $433K
|
133K
$5.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 73.73% |
$386K - $425K
|
25.8K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.8K+ 138.81% |
$380K - $417K
|
18.5K
$738K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$378K - $416K
|
10.7K
$427K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.7K+ 50.02% |
$378K - $415K
|
32.1K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.1K+ 1.51% |
$357K - $393K
|
680K
$27.1M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.73K+ 130.99% |
$343K - $377K
|
17.2K
$684K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.7K+ 9.29% |
$342K - $376K
|
114K
$4.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.66K+ 10.28% |
$341K - $375K
|
104K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.61K+ 130.79% |
$339K - $373K
|
17K
$676K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
9.55K+ 106.53% |
$337K - $371K
|
18.5K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.36K+ 6.81% |
$330K - $363K
|
147K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.83K+ 0.72% |
$312K - $343K
|
1.23M
$48.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.78K+ 4.5% |
$310K - $341K
|
204K
$8.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
8.74KNew |
$308K - $339K
|
8.74K
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
8.71K+ 6.78% |
$307K - $338K
|
137K
$5.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.51K+ 5.62% |
$300K - $330K
|
160K
$6.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.37KNew |
$295K - $325K
|
8.37K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.11K+ 13.95% |
$286K - $315K
|
66.3K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.1KNew |
$286K - $314K
|
8.1K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.05K+ 7.3% |
$284K - $312K
|
118K
$4.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.78K+ 6.74% |
$275K - $302K
|
123K
$4.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.7KNew |
$272K - $299K
|
7.7K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.7K+ 8.57% |
$272K - $299K
|
97.5K
$3.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.68KNew |
$271K - $298K
|
7.68K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.66KNew |
$270K - $297K
|
7.66K
$305K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
7.66K+ 4.49% |
$270K - $297K
|
178K
$7.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.37KNew |
$260K - $286K
|
7.37K
$294K
|