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
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-248- 1.88% |
$9.94K - $11K
|
13K
$517K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-262Closed |
$10.5K - $11.7K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-291Closed |
$11.7K - $13K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-318- 4.48% |
$12.7K - $14.2K
|
6.77K
$270K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-341- 0.39% |
$13.7K - $15.2K
|
87.4K
$3.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-384Closed |
$15.4K - $17.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-397- 0.54% |
$15.9K - $17.7K
|
72.9K
$2.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 8.56% |
$16K - $17.8K
|
4.27K
$170K
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-413- 4.69% |
$16.5K - $18.4K
|
8.4K
$335K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-440Closed |
$17.6K - $19.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-448Closed |
$18K - $19.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-543- 0.28% |
$21.8K - $24.2K
|
192K
$7.67M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-550Closed |
$22K - $24.5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-605- 0.83% |
$24.2K - $26.9K
|
72.2K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-613- 33.15% |
$24.6K - $27.3K
|
1.24K
$49.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-634- 19.89% |
$25.4K - $28.2K
|
2.55K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-766- 1.97% |
$30.7K - $34.1K
|
38.1K
$1.52M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-809- 3.41% |
$32.4K - $36K
|
22.9K
$912K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-852- 2.14% |
$34.1K - $37.9K
|
39K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-889- 8.08% |
$35.6K - $39.6K
|
10.1K
$403K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-894- 40.75% |
$35.8K - $39.8K
|
1.3K
$51.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-940- 1.69% |
$37.7K - $41.8K
|
54.8K
$2.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-979- 5.15% |
$39.2K - $43.6K
|
18K
$719K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.02K- 1.68% |
$40.7K - $45.2K
|
59.5K
$2.37M
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-1.03K- 12.06% |
$41.4K - $45.9K
|
7.53K
$300K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-1.06K- 17.18% |
$42.6K - $47.3K
|
5.13K
$204K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.07K- 76.64% |
$43K - $47.8K
|
327
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.09K- 2.39% |
$43.5K - $48.3K
|
44.3K
$1.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 1.84% |
$45K - $49.9K
|
59.9K
$2.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.13KClosed |
$45.1K - $50.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.21K- 2.69% |
$48.5K - $53.9K
|
43.8K
$1.75M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.23K- 3.25% |
$49.3K - $54.8K
|
36.6K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 2.29% |
$52.1K - $57.9K
|
55.4K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 2.2% |
$52.9K - $58.7K
|
58.6K
$2.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.32K- 7.46% |
$52.9K - $58.8K
|
16.4K
$653K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.33K- 11.43% |
$53.4K - $59.3K
|
10.3K
$412K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.36K- 6.49% |
$54.4K - $60.4K
|
19.6K
$780K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-1.39K- 1.76% |
$55.5K - $61.6K
|
77.2K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.4KClosed |
$56.3K - $62.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.41K- 69.79% |
$56.5K - $62.7K
|
610
$24.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-1.41K- 3.08% |
$56.5K - $62.8K
|
44.3K
$1.77M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.45K- 11.49% |
$57.9K - $64.3K
|
11.1K
$444K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.57K- 8.69% |
$63K - $70K
|
16.5K
$659K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.6KClosed |
$64.1K - $71.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.63K- 0.52% |
$65.1K - $72.3K
|
313K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
$72.1K - $80.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.94K- 1.73% |
$77.8K - $86.4K
|
110K
$4.39M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.98K- 24.87% |
$79.4K - $88.2K
|
5.99K
$239K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.02K- 12.58% |
$81K - $90K
|
14K
$560K
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
SELL
|
- |
-2.16K- 19.36% |
$86.6K - $96.2K
|
9K
$359K
|