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 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
89New |
$3.21K - $3.71K
|
89
$3.65K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
83+ 1.34% |
$2.99K - $3.46K
|
6.26K
$256K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
82+ 26.11% |
$2.95K - $3.42K
|
396
$16.2K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
72New |
$2.59K - $3K
|
72
$2.95K
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
59+ 0.46% |
$2.13K - $2.46K
|
12.9K
$530K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 0.27% |
$1.3K - $1.5K
|
13.4K
$548K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
26+ 0.25% |
$937 - $1.08K
|
10.4K
$425K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$792 - $917
|
22
$901
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$432 - $500
|
16.6K
$678K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.1% |
$468 - $542
|
12.4K
$507K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 15.38% |
$1.08K - $1.25K
|
165
$6.76K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 2.62% |
$1.62K - $1.88K
|
1.67K
$68.4K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-53- 0.26% |
$1.91K - $2.21K
|
20.5K
$841K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-57- 0.69% |
$2.05K - $2.38K
|
8.21K
$336K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-61- 0.56% |
$2.2K - $2.54K
|
10.8K
$442K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-70- 0.99% |
$2.52K - $2.92K
|
7K
$287K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-72- 0.37% |
$2.59K - $3K
|
19.6K
$802K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 0.1% |
$2.7K - $3.13K
|
71.5K
$2.93M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-78- 6.5% |
$2.81K - $3.25K
|
1.12K
$46K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-91- 0.12% |
$3.28K - $3.79K
|
76.3K
$3.13M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-97- 59.88% |
$3.49K - $4.04K
|
65
$2.66K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-127- 17.71% |
$4.57K - $5.29K
|
590
$24.2K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-131- 0.18% |
$4.72K - $5.46K
|
70.9K
$2.91M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-143- 20.75% |
$5.15K - $5.96K
|
546
$22.4K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-150- 0.16% |
$5.4K - $6.25K
|
95.2K
$3.9M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-189- 1.76% |
$6.81K - $7.88K
|
10.5K
$432K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-239- 27.92% |
$8.61K - $9.96K
|
617
$25.3K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-243- 0.61% |
$8.75K - $10.1K
|
39.4K
$1.61M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-246- 1.55% |
$8.86K - $10.3K
|
15.6K
$639K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-246- 1.66% |
$8.86K - $10.3K
|
14.6K
$597K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-284- 1.35% |
$10.2K - $11.8K
|
20.7K
$849K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-285- 1.6% |
$10.3K - $11.9K
|
17.5K
$717K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-296- 37.19% |
$10.7K - $12.3K
|
500
$20.5K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-307- 13.48% |
$11.1K - $12.8K
|
1.97K
$80.7K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-313- 0.64% |
$11.3K - $13K
|
48.9K
$2M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-350- 2.36% |
$12.6K - $14.6K
|
14.5K
$593K
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-394- 0.38% |
$14.2K - $16.4K
|
103K
$4.24M
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-394- 2.41% |
$14.2K - $16.4K
|
16K
$655K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-411- 0.52% |
$14.8K - $17.1K
|
79.3K
$3.25M
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-437- 0.51% |
$15.7K - $18.2K
|
84.6K
$3.46M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-442- 1.16% |
$15.9K - $18.4K
|
37.6K
$1.54M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-458- 0.87% |
$16.5K - $19.1K
|
52K
$2.13M
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-465- 2.63% |
$16.7K - $19.4K
|
17.2K
$705K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-483- 17.1% |
$17.4K - $20.1K
|
2.34K
$95.9K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-510- 4.86% |
$18.4K - $21.3K
|
9.98K
$409K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-510- 6.14% |
$18.4K - $21.3K
|
7.8K
$319K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-514- 2.13% |
$18.5K - $21.4K
|
23.6K
$967K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-542- 0.74% |
$19.5K - $22.6K
|
72.4K
$2.96M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-561- 0.63% |
$20.2K - $23.4K
|
89K
$3.65M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-594- 3.65% |
$21.4K - $24.8K
|
15.7K
$642K
|