Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
293KNew |
$10.6M - $12.2M
|
293K
$12M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
168KNew |
$6.05M - $7M
|
168K
$6.88M
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
154K+ 52.36% |
$5.53M - $6.4M
|
447K
$18.3M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
121K+ 65.82% |
$4.37M - $5.05M
|
305K
$12.5M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
106K+ 24.51% |
$3.83M - $4.43M
|
540K
$22.1M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
92.5K+ 21.97% |
$3.33M - $3.86M
|
514K
$21M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58.8K+ 10.18% |
$2.12M - $2.45M
|
637K
$26.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 3.14% |
$1.79M - $2.07M
|
1.63M
$66.7M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.5K+ 10.48% |
$1.6M - $1.85M
|
469K
$19.2M
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
43K+ 605.88% |
$1.55M - $1.79M
|
50.1K
$2.05M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
39.7K+ 32.21% |
$1.43M - $1.65M
|
163K
$6.67M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
32.7K+ 118.07% |
$1.18M - $1.36M
|
60.5K
$2.48M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31.5K+ 7.47% |
$1.14M - $1.31M
|
454K
$18.6M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.9K+ 593.25% |
$1.04M - $1.21M
|
33.8K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27K+ 23.83% |
$973K - $1.13M
|
140K
$5.75M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
21.6K+ 15.89% |
$779K - $902K
|
158K
$6.46M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 8.88% |
$761K - $880K
|
259K
$10.6M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.1K+ 104.9% |
$724K - $838K
|
39.3K
$1.61M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.9K+ 13.5% |
$680K - $787K
|
159K
$6.51M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18.8KNew |
$677K - $784K
|
18.8K
$770K
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.1K+ 8.45% |
$617K - $714K
|
220K
$9.01M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 5.99% |
$559K - $647K
|
275K
$11.2M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.1K+ 7.65% |
$506K - $586K
|
198K
$8.1M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12.7K+ 1.58% |
$459K - $531K
|
819K
$33.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 3.55% |
$442K - $512K
|
358K
$14.7M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
12.2K+ 29.01% |
$438K - $507K
|
54.1K
$2.21M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.4K+ 8.53% |
$409K - $474K
|
145K
$5.92M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11K+ 59.48% |
$397K - $459K
|
29.5K
$1.21M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
11KNew |
$396K - $459K
|
11K
$451K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1K+ 7.71% |
$363K - $421K
|
141K
$5.77M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.89K+ 12.67% |
$356K - $412K
|
87.9K
$3.6M
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9.56K+ 6.98% |
$344K - $399K
|
147K
$6.01M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.32K+ 5.83% |
$336K - $389K
|
169K
$6.93M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.54K+ 8.22% |
$308K - $356K
|
112K
$4.61M
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.4K+ 3.26% |
$303K - $350K
|
266K
$10.9M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.23KNew |
$260K - $301K
|
7.23K
$296K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.77K+ 4.59% |
$244K - $282K
|
154K
$6.32M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.67K+ 14.31% |
$240K - $278K
|
53.3K
$2.18M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.07K+ 33.21% |
$219K - $253K
|
24.4K
$998K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6.06KNew |
$218K - $253K
|
6.06K
$248K
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.53KNew |
$199K - $230K
|
5.53K
$226K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.41KNew |
$195K - $226K
|
5.41K
$222K
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.17KNew |
$186K - $216K
|
5.17K
$212K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.09KNew |
$183K - $212K
|
5.09K
$209K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$178K - $206K
|
4.94K
$202K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.82K+ 1.4% |
$174K - $201K
|
348K
$14.3M
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.55K+ 3.43% |
$164K - $190K
|
137K
$5.63M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.19K+ 5.53% |
$151K - $175K
|
80.1K
$3.28M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.18K+ 0.9% |
$151K - $174K
|
468K
$19.2M
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.1K+ 1.08% |
$148K - $171K
|
385K
$15.8M
|