Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.21K- 2.87% |
$88.4K - $98.2K
|
74.7K
$2.98M
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.22K- 18.93% |
$88.8K - $98.6K
|
9.49K
$378K
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.23K- 1.39% |
$89.2K - $99.1K
|
158K
$6.31M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.24K- 4.01% |
$89.7K - $99.7K
|
53.6K
$2.14M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.43K- 11.83% |
$97.3K - $108K
|
18.1K
$721K
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.45KClosed |
$98.1K - $109K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.61K- 5.63% |
$105K - $116K
|
43.8K
$1.75M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.62K- 8.92% |
$105K - $117K
|
26.7K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.62K- 12.84% |
$105K - $117K
|
17.8K
$709K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.72K- 23.06% |
$109K - $121K
|
9.09K
$362K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.82K- 1.61% |
$113K - $126K
|
172K
$6.87M
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-2.88K- 19.55% |
$115K - $128K
|
11.8K
$472K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.9K- 20.85% |
$116K - $129K
|
11K
$439K
|
|
Feb 09, 2022
Q4 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 7.8% |
$120K - $134K
|
35.5K
$1.41M
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 7.67% |
$120K - $134K
|
36.1K
$1.44M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.08K- 21.15% |
$124K - $137K
|
11.5K
$458K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.27K- 6.5% |
$131K - $146K
|
47.1K
$1.88M
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.4K- 5.65% |
$136K - $151K
|
56.8K
$2.26M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-3.55K- 4.3% |
$142K - $158K
|
78.9K
$3.15M
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.76K- 0.6% |
$151K - $168K
|
622K
$24.8M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-4.13K- 6.26% |
$166K - $184K
|
61.9K
$2.47M
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.23K- 5.07% |
$169K - $188K
|
79.2K
$3.16M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.37K- 3.07% |
$175K - $194K
|
138K
$5.5M
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.44K- 42.67% |
$178K - $198K
|
5.97K
$238K
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4.85K- 42.8% |
$194K - $216K
|
6.48K
$258K
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-4.99K- 12.71% |
$200K - $222K
|
34.3K
$1.37M
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.04K- 8.17% |
$202K - $224K
|
56.7K
$2.26M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-5.04KClosed |
$202K - $224K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-5.52KClosed |
$221K - $245K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.66K- 6.69% |
$227K - $252K
|
78.9K
$3.15M
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.76K- 4.54% |
$231K - $256K
|
121K
$4.82M
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.88K- 17.05% |
$236K - $262K
|
28.6K
$1.14M
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.95K- 4.23% |
$238K - $265K
|
135K
$5.36M
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-5.98K- 7.65% |
$240K - $266K
|
72.2K
$2.88M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-6.11KClosed |
$245K - $272K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-6.14KClosed |
$246K - $273K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.26K- 12.45% |
$251K - $279K
|
44K
$1.76M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-6.33K- 22.86% |
$253K - $282K
|
21.3K
$851K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6.61K- 5.36% |
$265K - $294K
|
117K
$4.65M
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-6.79K- 13.77% |
$272K - $302K
|
42.5K
$1.7M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-7.53K- 82.34% |
$302K - $335K
|
1.61K
$64.3K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-7.9KClosed |
$317K - $352K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.15K- 17.25% |
$327K - $363K
|
39.1K
$1.56M
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.18KClosed |
$328K - $364K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.19K- 17.4% |
$328K - $365K
|
38.9K
$1.55M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.38KClosed |
$336K - $373K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-8.66K- 55.12% |
$347K - $385K
|
7.05K
$281K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-8.91K- 39.04% |
$357K - $397K
|
13.9K
$555K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10.7K- 41.83% |
$428K - $476K
|
14.9K
$592K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 3.07% |
$438K - $486K
|
346K
$13.8M
|