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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
570+ 16.72% |
$22.8K - $25.4K
|
3.98K
$159K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
532+ 1.73% |
$21.3K - $23.7K
|
31.4K
$1.25M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
514New |
$20.6K - $22.9K
|
514
$20.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
485+ 2.91% |
$19.4K - $21.6K
|
17.1K
$683K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
474+ 3.52% |
$19K - $21.1K
|
13.9K
$556K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
473+ 9.38% |
$19K - $21.1K
|
5.52K
$220K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
469New |
$18.8K - $20.9K
|
469
$18.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
435+ 1.11% |
$17.4K - $19.4K
|
39.7K
$1.58M
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
410+ 0.62% |
$16.4K - $18.2K
|
67K
$2.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
393New |
$15.7K - $17.5K
|
393
$15.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
388+ 20.35% |
$15.5K - $17.3K
|
2.3K
$91.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
353+ 0.61% |
$14.1K - $15.7K
|
58.4K
$2.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
350New |
$14K - $15.6K
|
350
$14K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
346+ 0.61% |
$13.9K - $15.4K
|
56.6K
$2.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
293+ 1.46% |
$11.7K - $13K
|
20.4K
$811K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286+ 5.21% |
$11.5K - $12.7K
|
5.78K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
277+ 5.06% |
$11.1K - $12.3K
|
5.75K
$229K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
266+ 5.09% |
$10.7K - $11.8K
|
5.5K
$219K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
259+ 0.5% |
$10.4K - $11.5K
|
52K
$2.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
257+ 2.02% |
$10.3K - $11.4K
|
13K
$518K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
255+ 3.07% |
$10.2K - $11.4K
|
8.56K
$341K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
209+ 4.26% |
$8.37K - $9.3K
|
5.11K
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
196+ 0.37% |
$7.85K - $8.72K
|
53.2K
$2.12M
|
|
|
Jan 26, 2022
Q4 2021
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
191+ 2.83% |
$7.65K - $8.5K
|
6.94K
$277K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
179+ 0.96% |
$7.17K - $7.97K
|
18.8K
$751K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
170+ 0.6% |
$6.81K - $7.57K
|
28.6K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
162+ 0.71% |
$6.49K - $7.21K
|
23.1K
$922K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
161+ 0.49% |
$6.45K - $7.17K
|
33.1K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
156+ 4.5% |
$6.25K - $6.94K
|
3.63K
$144K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
155+ 0.35% |
$6.21K - $6.9K
|
44.6K
$1.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
150+ 1.77% |
$6.01K - $6.68K
|
8.65K
$345K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
146+ 3.07% |
$5.85K - $6.5K
|
4.89K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
144+ 0.69% |
$5.77K - $6.41K
|
20.9K
$832K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
133New |
$5.33K - $5.92K
|
133
$5.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
132+ 1.06% |
$5.29K - $5.88K
|
12.6K
$500K
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
123+ 0.17% |
$4.93K - $5.47K
|
71.9K
$2.87M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
115New |
$4.61K - $5.12K
|
115
$4.58K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
114+ 1.39% |
$4.57K - $5.07K
|
8.32K
$332K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
111+ 6.94% |
$4.45K - $4.94K
|
1.71K
$68.2K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
106New |
$4.25K - $4.72K
|
106
$4.23K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
106+ 2.25% |
$4.25K - $4.72K
|
4.81K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
104+ 742.86% |
$4.17K - $4.63K
|
118
$4.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
103+ 0.11% |
$4.13K - $4.58K
|
95.7K
$3.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
93New |
$3.73K - $4.14K
|
93
$3.71K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
89+ 0.98% |
$3.57K - $3.96K
|
9.15K
$365K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80New |
$3.21K - $3.56K
|
80
$3.19K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
70New |
$2.8K - $3.12K
|
70
$2.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
69+ 1.04% |
$2.76K - $3.07K
|
6.69K
$267K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
56New |
$2.24K - $2.49K
|
56
$2.23K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
54+ 0.73% |
$2.16K - $2.4K
|
7.4K
$295K
|