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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.75KNew |
$230K - $256K
|
5.75K
$229K
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.72KNew |
$229K - $254K
|
5.72K
$228K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.57KNew |
$223K - $248K
|
5.57K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.42K+ 11.18% |
$217K - $241K
|
53.9K
$2.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.35KNew |
$214K - $238K
|
5.35K
$213K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.29KNew |
$212K - $235K
|
5.29K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.2KNew |
$208K - $231K
|
5.2K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.14KNew |
$206K - $229K
|
5.14K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
5.07K+ 96.57% |
$203K - $226K
|
10.3K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.07K+ 73.77% |
$203K - $226K
|
11.9K
$476K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.06K+ 8.01% |
$203K - $225K
|
68.2K
$2.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.04KNew |
$202K - $224K
|
5.04K
$201K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
5.03KNew |
$202K - $224K
|
5.03K
$201K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
4.98K+ 3.32% |
$199K - $221K
|
155K
$6.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.9K+ 6.3% |
$196K - $218K
|
82.6K
$3.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.85K+ 8.51% |
$194K - $216K
|
61.8K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.81K+ 24.27% |
$193K - $214K
|
24.6K
$982K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.77K+ 11.23% |
$191K - $212K
|
47.2K
$1.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.63K+ 5.53% |
$186K - $206K
|
88.4K
$3.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.54K+ 9.9% |
$182K - $202K
|
50.4K
$2.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.24K+ 6.13% |
$170K - $189K
|
73.4K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
4.12K+ 27.9% |
$165K - $183K
|
18.9K
$752K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.11KNew |
$164K - $183K
|
4.11K
$164K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.96K+ 7.3% |
$159K - $176K
|
58.3K
$2.32M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.91KNew |
$157K - $174K
|
3.91K
$156K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.85K+ 6.05% |
$154K - $171K
|
67.5K
$2.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.8K+ 5.69% |
$152K - $169K
|
70.6K
$2.82M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.77K+ 7.89% |
$151K - $168K
|
51.5K
$2.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
3.64K+ 77.86% |
$146K - $162K
|
8.32K
$331K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.59KNew |
$144K - $160K
|
3.59K
$143K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.47K+ 10.87% |
$139K - $154K
|
35.4K
$1.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.3K+ 10.7% |
$132K - $147K
|
34.1K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 12.21% |
$131K - $145K
|
30K
$1.2M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.23K+ 53.96% |
$129K - $144K
|
9.21K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.9K+ 24.04% |
$116K - $129K
|
15K
$596K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.8KNew |
$112K - $125K
|
2.8K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 16.85% |
$110K - $123K
|
19.1K
$762K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.58K+ 12.86% |
$104K - $115K
|
22.7K
$904K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
2.53K+ 31.73% |
$101K - $113K
|
10.5K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.52K+ 12.59% |
$101K - $112K
|
22.6K
$900K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.48K+ 4.25% |
$99.2K - $110K
|
60.7K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.43KNew |
$97.3K - $108K
|
2.43K
$96.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.38K+ 5.39% |
$95.4K - $106K
|
46.6K
$1.86M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.33KNew |
$93.4K - $104K
|
2.33K
$93K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 6.07% |
$89K - $98.9K
|
38.8K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.21K+ 3.91% |
$88.7K - $98.5K
|
58.8K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.21K+ 1.67% |
$88.7K - $98.5K
|
134K
$5.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.16K+ 7.43% |
$86.4K - $96K
|
31.2K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.13K+ 12.98% |
$85.2K - $94.7K
|
18.5K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.12K+ 30.58% |
$85.1K - $94.5K
|
9.07K
$361K
|