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 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.16K+ 1.18% |
$41K - $45.1K
|
99.5K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.15K+ 2.68% |
$40.7K - $44.7K
|
44.2K
$1.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.15K+ 6.91% |
$40.6K - $44.6K
|
17.8K
$709K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.14K+ 6.3% |
$40.1K - $44.1K
|
19.2K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 8.55% |
$40.1K - $44K
|
14.4K
$574K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1K+ 25.59% |
$38.9K - $42.8K
|
5.41K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 6.94% |
$38.5K - $42.3K
|
16.8K
$670K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.09K+ 7.64% |
$38.5K - $42.3K
|
15.4K
$612K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 2.58% |
$37.9K - $41.7K
|
42.8K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.04K+ 1.59% |
$36.6K - $40.3K
|
66.2K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.03K+ 12.23% |
$36.4K - $40K
|
9.46K
$377K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.02K+ 131.95% |
$36K - $39.6K
|
1.79K
$71.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.01K+ 11.04% |
$35.6K - $39.1K
|
10.2K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
974+ 1.34% |
$34.4K - $37.8K
|
73.4K
$2.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
972+ 9.7% |
$34.3K - $37.7K
|
11K
$438K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
932New |
$32.9K - $36.2K
|
932
$37.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
921+ 6.25% |
$32.5K - $35.7K
|
15.7K
$624K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
918+ 0.25% |
$32.4K - $35.6K
|
369K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
900+ 1.9% |
$31.8K - $34.9K
|
48.3K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
859+ 1.03% |
$30.3K - $33.3K
|
84.1K
$3.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
830+ 0.27% |
$29.3K - $32.2K
|
312K
$12.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
791+ 4.6% |
$27.9K - $30.7K
|
18K
$717K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
785+ 5.59% |
$27.7K - $30.5K
|
14.8K
$591K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
776+ 4.84% |
$27.4K - $30.1K
|
16.8K
$670K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
721+ 24.86% |
$25.5K - $28K
|
3.62K
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
717New |
$25.3K - $27.8K
|
717
$28.6K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
664+ 2.09% |
$23.4K - $25.8K
|
32.4K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
619+ 0.43% |
$21.9K - $24K
|
145K
$5.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
618+ 1.02% |
$21.8K - $24K
|
61.2K
$2.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
581+ 13.53% |
$20.5K - $22.5K
|
4.87K
$194K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
578New |
$20.4K - $22.4K
|
578
$23K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
544+ 2.37% |
$19.2K - $21.1K
|
23.5K
$935K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
533+ 68.25% |
$18.8K - $20.7K
|
1.31K
$52.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
533+ 4.12% |
$18.8K - $20.7K
|
13.5K
$536K
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
503+ 1.41% |
$17.8K - $19.5K
|
36.1K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
502+ 1.85% |
$17.7K - $19.5K
|
27.6K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
501+ 3.87% |
$17.7K - $19.4K
|
13.5K
$536K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
490+ 4.33% |
$17.3K - $19K
|
11.8K
$470K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
482New |
$17K - $18.7K
|
482
$19.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
473+ 0.15% |
$16.7K - $18.3K
|
319K
$12.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
472+ 1.05% |
$16.7K - $18.3K
|
45.3K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
470+ 15666.67% |
$16.6K - $18.2K
|
473
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
468New |
$16.5K - $18.2K
|
468
$18.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
464+ 3.27% |
$16.4K - $18K
|
14.6K
$583K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
455+ 0.84% |
$16.1K - $17.6K
|
54.5K
$2.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
437+ 2.14% |
$15.4K - $17K
|
20.8K
$830K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
436+ 7.09% |
$15.4K - $16.9K
|
6.59K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
435+ 2.65% |
$15.4K - $16.9K
|
16.9K
$672K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
426+ 2.07% |
$15K - $16.5K
|
21K
$836K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
425+ 0.81% |
$15K - $16.5K
|
52.8K
$2.11M
|