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 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.12K+ 30.58% |
$85.1K - $94.5K
|
9.07K
$362K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.09KNew |
$83.9K - $93.2K
|
2.09K
$83.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.08K+ 1.03% |
$83.3K - $92.5K
|
205K
$8.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.06K+ 2.79% |
$82.6K - $91.8K
|
76K
$3.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.04K+ 4.23% |
$81.9K - $90.9K
|
50.3K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
1.97K+ 22.22% |
$79.1K - $87.8K
|
10.9K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.89K+ 4.34% |
$75.9K - $84.3K
|
45.5K
$1.82M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.86KNew |
$74.7K - $82.9K
|
1.86K
$74.4K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.79K+ 4.81% |
$71.7K - $79.6K
|
39K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
1.77K+ 8.76% |
$70.9K - $78.8K
|
22K
$878K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.77K+ 18.02% |
$70.9K - $78.7K
|
11.6K
$463K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 5.2% |
$69.2K - $76.8K
|
34.9K
$1.39M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.61KNew |
$64.7K - $71.8K
|
1.61K
$64.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.6K+ 20.47% |
$64.2K - $71.3K
|
9.43K
$377K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.56K+ 53.19% |
$62.5K - $69.4K
|
4.49K
$179K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.47K+ 2.29% |
$59.1K - $65.6K
|
65.8K
$2.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 10.88% |
$58.6K - $65.1K
|
14.9K
$596K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.44KNew |
$57.7K - $64.1K
|
1.44K
$57.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.41K+ 20.68% |
$56.6K - $62.8K
|
8.24K
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.37K+ 3.76% |
$55K - $61.1K
|
37.9K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.37K+ 29.05% |
$54.8K - $60.9K
|
6.08K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.35K+ 10.3% |
$54.1K - $60K
|
14.4K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.3K+ 16.68% |
$52.1K - $57.9K
|
9.1K
$364K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.27K+ 8.85% |
$50.8K - $56.4K
|
15.6K
$623K
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 1.31% |
$50.7K - $56.3K
|
97.9K
$3.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.26K+ 12.74% |
$50.6K - $56.2K
|
11.2K
$446K
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
1.26K+ 5.09% |
$50.3K - $55.9K
|
25.9K
$1.04M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.24K+ 20.59% |
$49.6K - $55.1K
|
7.25K
$290K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.22K+ 4.13% |
$48.8K - $54.2K
|
30.7K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2KNew |
$48.1K - $53.4K
|
1.2K
$47.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.17K+ 1.61% |
$47K - $52.2K
|
73.8K
$2.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.16K+ 5.24% |
$46.3K - $51.4K
|
23.2K
$927K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
907+ 6.69% |
$36.3K - $40.4K
|
14.5K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
899+ 1.11% |
$36K - $40K
|
82.2K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
881+ 9.48% |
$35.3K - $39.2K
|
10.2K
$406K
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
865+ 16.82% |
$34.7K - $38.5K
|
6.01K
$240K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
853+ 3.07% |
$34.2K - $38K
|
28.6K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
850New |
$34.1K - $37.8K
|
850
$34K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
779+ 4.71% |
$31.2K - $34.7K
|
17.3K
$692K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
779+ 13.25% |
$31.2K - $34.7K
|
6.66K
$266K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
731+ 3.64% |
$29.3K - $32.5K
|
20.8K
$831K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
719+ 1.73% |
$28.8K - $32K
|
42.2K
$1.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
694+ 3.94% |
$27.8K - $30.9K
|
18.3K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
681+ 6.07% |
$27.3K - $30.3K
|
11.9K
$475K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
676+ 1.59% |
$27.1K - $30.1K
|
43.2K
$1.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
636+ 2.02% |
$25.5K - $28.3K
|
32.1K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
617New |
$24.7K - $27.5K
|
617
$24.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
600+ 4.92% |
$24K - $26.7K
|
12.8K
$511K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
594New |
$23.8K - $26.4K
|
594
$23.7K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
585+ 6.02% |
$23.4K - $26K
|
10.3K
$412K
|