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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-144K- 81.5% |
$5.18M - $5.99M
|
32.6K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-146K- 18.53% |
$5.24M - $6.06M
|
640K
$25.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-155K- 96.4% |
$5.58M - $6.45M
|
5.79K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-162K- 26.35% |
$5.82M - $6.73M
|
451K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-163K- 83.05% |
$5.87M - $6.79M
|
33.3K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-210K- 4.58% |
$7.56M - $8.75M
|
4.37M
$172M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-328K- 93.35% |
$11.8M - $13.7M
|
23.4K
$922K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-329K- 35.77% |
$11.9M - $13.7M
|
591K
$23.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-336K- 23.7% |
$12.1M - $14M
|
1.08M
$42.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-384K- 22.87% |
$13.8M - $16M
|
1.3M
$51.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-445K- 22.63% |
$16M - $18.5M
|
1.52M
$60M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-566K- 10.72% |
$20.4M - $23.6M
|
4.71M
$186M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-604K- 2.56% |
$21.8M - $25.2M
|
23M
$907M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.51M- 98.0% |
$54.5M - $63M
|
30.8K
$1.22M
|