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 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.94K+ 3.1% |
$70K - $80.9K
|
64.6K
$2.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.83K+ 1.24% |
$66K - $76.4K
|
149K
$5.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.54% |
$64.3K - $74.4K
|
117K
$4.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.63K+ 1.57% |
$58.8K - $68.1K
|
106K
$4.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.55K+ 1.7% |
$55.9K - $64.7K
|
93K
$3.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.14% |
$55K - $63.7K
|
73K
$2.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.52K+ 1.38% |
$54.6K - $63.2K
|
112K
$4.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.49K+ 5.07% |
$53.5K - $61.9K
|
30.8K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.47K+ 22.65% |
$52.8K - $61.1K
|
7.93K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.46K+ 7.17% |
$52.5K - $60.8K
|
21.8K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.41K+ 41.11% |
$50.9K - $58.9K
|
4.85K
$190K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.41K+ 2.52% |
$50.7K - $58.6K
|
57.3K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.4K+ 10.11% |
$50.2K - $58.1K
|
15.2K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.36K+ 19.78% |
$49.1K - $56.8K
|
8.25K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 0.2% |
$48.4K - $56K
|
669K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.3K+ 19.24% |
$46.9K - $54.3K
|
8.07K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.29K+ 2.44% |
$46.5K - $53.8K
|
54.1K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.19K+ 9.68% |
$42.9K - $49.6K
|
13.5K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 2.7% |
$42.4K - $49.1K
|
44.8K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.14K+ 3.1% |
$40.9K - $47.3K
|
37.7K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.13K+ 1.37% |
$40.7K - $47.1K
|
83.7K
$3.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 2.6% |
$40.1K - $46.4K
|
43.9K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 7.61% |
$40.1K - $46.4K
|
15.7K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 10.34% |
$39.8K - $46.1K
|
11.8K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 5.9% |
$38.2K - $44.2K
|
19.1K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 0.48% |
$36.3K - $42K
|
212K
$8.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
969+ 5.77% |
$34.9K - $40.4K
|
17.8K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
960+ 1.86% |
$34.6K - $40K
|
52.6K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
954+ 4.55% |
$34.4K - $39.8K
|
21.9K
$858K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
938New |
$33.8K - $39.1K
|
938
$36.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
937+ 5.21% |
$33.8K - $39.1K
|
18.9K
$740K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
928+ 3.43% |
$33.4K - $38.7K
|
28K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
888+ 4.02% |
$32K - $37K
|
23K
$900K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
879+ 8.23% |
$31.7K - $36.6K
|
11.6K
$452K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
854+ 14.11% |
$30.8K - $35.6K
|
6.91K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
843+ 7.67% |
$30.4K - $35.1K
|
11.8K
$463K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
833+ 1.84% |
$30K - $34.7K
|
46.1K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
826+ 0.36% |
$29.8K - $34.4K
|
232K
$9.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
803+ 10.98% |
$28.9K - $33.5K
|
8.12K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
799+ 8.45% |
$28.8K - $33.3K
|
10.3K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
753+ 36.29% |
$27.1K - $31.4K
|
2.83K
$111K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
734+ 2.77% |
$26.4K - $30.6K
|
27.2K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
723+ 3.47% |
$26K - $30.1K
|
21.6K
$844K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
671+ 1.46% |
$24.2K - $28K
|
46.5K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 2.5% |
$24K - $27.8K
|
27.3K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
666+ 8.37% |
$24K - $27.8K
|
8.62K
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
666+ 1.11% |
$24K - $27.8K
|
60.9K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
663+ 10.4% |
$23.9K - $27.6K
|
7.04K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
652+ 12.05% |
$23.5K - $27.2K
|
6.07K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
615+ 1.26% |
$22.2K - $25.6K
|
49.4K
$1.93M
|