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 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.4KNew |
$303K - $350K
|
8.4K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.08K+ 107.67% |
$291K - $337K
|
15.6K
$613K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.91KNew |
$285K - $330K
|
7.91K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.79KNew |
$281K - $325K
|
7.79K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.77K+ 12.72% |
$280K - $324K
|
68.9K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.65KNew |
$276K - $319K
|
7.65K
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.23KNew |
$260K - $301K
|
7.23K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.77K+ 4.59% |
$244K - $282K
|
154K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.72KNew |
$242K - $280K
|
6.72K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.67K+ 14.31% |
$240K - $278K
|
53.3K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
6.62K+ 100.53% |
$239K - $276K
|
13.2K
$519K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.61K+ 6.5% |
$238K - $275K
|
108K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.47KNew |
$233K - $270K
|
6.47K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.4K+ 6.92% |
$231K - $267K
|
98.8K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.28KNew |
$226K - $262K
|
6.28K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.07K+ 33.21% |
$219K - $253K
|
24.4K
$957K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.07KNew |
$219K - $253K
|
6.07K
$238K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6.06KNew |
$218K - $253K
|
6.06K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.01K+ 11.02% |
$216K - $250K
|
60.5K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
5.94K+ 8.83% |
$214K - $247K
|
73.1K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.93KNew |
$214K - $247K
|
5.93K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.91KNew |
$213K - $246K
|
5.91K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$213K - $246K
|
5.9K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.82K+ 165.32% |
$210K - $243K
|
9.34K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.68KNew |
$205K - $237K
|
5.68K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.61K+ 1.01% |
$202K - $234K
|
563K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.61K+ 1229.39% |
$202K - $234K
|
6.06K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.53KNew |
$199K - $230K
|
5.53K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 0.49% |
$196K - $227K
|
1.12M
$44M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.42KNew |
$195K - $226K
|
5.42K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.41KNew |
$195K - $226K
|
5.41K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.41KNew |
$195K - $225K
|
5.41K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.29KNew |
$190K - $220K
|
5.29K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.18KNew |
$186K - $216K
|
5.18K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.17KNew |
$186K - $216K
|
5.17K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.09KNew |
$183K - $212K
|
5.09K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.08K+ 15.05% |
$183K - $212K
|
38.9K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.08KNew |
$183K - $212K
|
5.08K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.99K+ 11.84% |
$180K - $208K
|
47.2K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.97K+ 7.5% |
$179K - $207K
|
71.2K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.97KNew |
$179K - $207K
|
4.97K
$195K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$178K - $206K
|
4.94K
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.82K+ 1.4% |
$174K - $201K
|
348K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.75K+ 14.92% |
$171K - $198K
|
36.6K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.55K+ 3.43% |
$164K - $190K
|
137K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.5K+ 23.12% |
$162K - $188K
|
24K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.42K+ 57.54% |
$159K - $184K
|
12.1K
$475K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.38K+ 12.61% |
$158K - $182K
|
39.1K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.19K+ 5.53% |
$151K - $175K
|
80.1K
$3.15M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.18K+ 0.9% |
$151K - $174K
|
468K
$18.4M
|