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
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-689- 17.71% |
$24.8K - $28.7K
|
3.2K
$131K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-740- 10.05% |
$26.7K - $30.8K
|
6.62K
$271K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-741- 4.11% |
$26.7K - $30.9K
|
17.3K
$708K
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-836- 1.19% |
$30.1K - $34.8K
|
69.4K
$2.84M
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-852- 0.82% |
$30.7K - $35.5K
|
103K
$4.23M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-872- 1.23% |
$31.4K - $36.3K
|
70.2K
$2.88M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-896- 0.85% |
$32.3K - $37.3K
|
104K
$4.26M
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-913- 0.87% |
$32.9K - $38.1K
|
104K
$4.26M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-941- 1.13% |
$33.9K - $39.2K
|
82.1K
$3.36M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.07K- 1.27% |
$38.5K - $44.5K
|
83.1K
$3.4M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.19K- 8.28% |
$42.9K - $49.6K
|
13.2K
$540K
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.3K- 1.12% |
$46.8K - $54.1K
|
114K
$4.68M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.35K- 9.53% |
$48.6K - $56.3K
|
12.8K
$525K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.45K- 6.4% |
$52.1K - $60.3K
|
21.2K
$867K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.52K- 4.41% |
$54.9K - $63.5K
|
33K
$1.35M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.7K- 0.25% |
$61.3K - $70.9K
|
669K
$27.4M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.77K- 13.18% |
$63.9K - $73.9K
|
11.7K
$478K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 10.7% |
$65.9K - $76.3K
|
15.3K
$625K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2K- 16.26% |
$71.9K - $83.2K
|
10.3K
$421K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.12K- 3.86% |
$76.2K - $88.2K
|
52.7K
$2.16M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.49K- 35.95% |
$89.5K - $104K
|
4.43K
$181K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.63K- 2.0% |
$94.6K - $109K
|
128K
$5.26M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.23K- 29.51% |
$116K - $135K
|
7.72K
$316K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.33K- 22.2% |
$120K - $139K
|
11.7K
$477K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.46K- 7.67% |
$124K - $144K
|
41.6K
$1.7M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.57K- 16.15% |
$129K - $149K
|
18.5K
$760K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.98K- 25.92% |
$143K - $166K
|
11.4K
$466K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.63K- 61.52% |
$203K - $235K
|
3.52K
$144K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.91K- 51.2% |
$213K - $246K
|
5.63K
$231K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6.1K- 8.28% |
$220K - $254K
|
67.6K
$2.77M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-6.11K- 3.82% |
$220K - $255K
|
154K
$6.31M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.93K- 51.71% |
$250K - $289K
|
6.47K
$265K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.45K- 24.44% |
$304K - $352K
|
26.1K
$1.07M
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-10.1K- 46.06% |
$365K - $423K
|
11.9K
$487K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.8K- 13.32% |
$391K - $452K
|
70.6K
$2.89M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.6K- 6.66% |
$417K - $482K
|
162K
$6.64M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.5K- 5.27% |
$524K - $606K
|
262K
$10.7M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-16.3K- 17.37% |
$587K - $680K
|
77.6K
$3.18M
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-18.2K- 5.83% |
$656K - $759K
|
294K
$12M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-21.6K- 10.85% |
$776K - $898K
|
177K
$7.26M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-25.4K- 59.08% |
$916K - $1.06M
|
17.6K
$721K
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-34.1K- 40.72% |
$1.23M - $1.42M
|
49.7K
$2.03M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-146K- 18.53% |
$5.24M - $6.06M
|
640K
$26.2M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-155K- 96.4% |
$5.58M - $6.45M
|
5.79K
$237K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-163K- 83.05% |
$5.87M - $6.79M
|
33.3K
$1.36M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-336K- 23.7% |
$12.1M - $14M
|
1.08M
$44.3M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-384K- 22.87% |
$13.8M - $16M
|
1.3M
$53.1M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-604K- 2.56% |
$21.8M - $25.2M
|
23M
$942M
|