Purchases and Sales Made in Q3 2024 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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 04, 2024 Q3 2024
Sky Oak Wealth, LLC

BUY
 -
612
+ 8.16%
$22K - $25.5K
8.12K $317K
Oct 31, 2024 Q3 2024
Diligent Investors, LLC

BUY
 -
612
+ 1.29%
$22K - $25.5K
48.1K $1.88M
Oct 22, 2024 Q3 2024
Mc Adam, LLC

BUY
 -
597
+ 0.78%
$21.5K - $24.9K
77K $3.01M
Nov 13, 2024 Q3 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
575
New
$20.7K - $24K
575 $22.5K
Nov 14, 2024 Q3 2024
Zacks Investment Management

Chicago, IL
BUY
 -
557
+ 9.12%
$20.1K - $23.2K
6.66K $261K
Nov 08, 2024 Q3 2024
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
556
+ 3.11%
$20K - $23.2K
18.4K $720K
Nov 14, 2024 Q3 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
546
+ 0.82%
$19.7K - $22.8K
66.7K $2.61M
Oct 24, 2024 Q3 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
542
+ 8.91%
$19.5K - $22.6K
6.62K $259K
Nov 06, 2024 Q3 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
534
+ 1722.58%
$19.2K - $22.3K
565 $22.1K
Oct 18, 2024 Q3 2024
Trinity Wealth Management, LLC

BUY
 -
524
+ 2.73%
$18.9K - $21.8K
19.7K $770K
Oct 08, 2024 Q3 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
485
+ 1.54%
$17.5K - $20.2K
32K $1.25M
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
484
New
$17.4K - $20.2K
484 $18.9K
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
448
+ 3.88%
$16.1K - $18.7K
12K $469K
Nov 12, 2024 Q3 2024
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
425
+ 1.11%
$15.3K - $17.7K
38.6K $1.51M
Oct 15, 2024 Q3 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
406
+ 4.55%
$14.6K - $16.9K
9.33K $365K
Oct 24, 2024 Q3 2024
Peterson Wealth Advisors, LLC

BUY
 -
403
+ 1.1%
$14.5K - $16.8K
37.1K $1.45M
Oct 30, 2024 Q3 2024
Landmark Wealth Management, LLC

BUY
 -
391
+ 5.35%
$14.1K - $16.3K
7.7K $301K
Oct 16, 2024 Q3 2024
Probity Advisors, Inc.

Dallas, TX
BUY
 -
380
+ 0.29%
$13.7K - $15.8K
130K $5.08M
Oct 11, 2024 Q3 2024
Boston Mountain Money Management Inc

Bentonville, AR
BUY
 -
376
+ 0.48%
$13.5K - $15.7K
79.3K $3.1M
Oct 21, 2024 Q3 2024
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
332
+ 1.2%
$12K - $13.8K
28K $1.09M
Nov 04, 2024 Q3 2024
Advisor Os, LLC

BUY
 -
310
+ 1.89%
$11.2K - $12.9K
16.7K $655K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
305
+ 3.6%
$11K - $12.7K
8.78K $344K
Nov 12, 2024 Q3 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
300
New
$10.8K - $12.5K
300 $11.7K
Nov 13, 2024 Q3 2024
Northern Trust Corp

Chicago, IL
BUY
 -
300
+ 4.2%
$10.8K - $12.5K
7.45K $291K
Oct 25, 2024 Q3 2024
First Command Advisory Services, Inc.

BUY
 -
296
+ 276.64%
$10.7K - $12.3K
403 $15.8K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
283
New
$10.2K - $11.8K
283 $11.1K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
280
New
$10.1K - $11.7K
280 $11K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
272
New
$9.8K - $11.3K
272 $10.6K
Oct 16, 2024 Q3 2024
G&S Capital LLC

BUY
 -
268
+ 1.14%
$9.65K - $11.2K
23.7K $928K
Oct 17, 2024 Q3 2024
Norden Group LLC

Provo, UT
BUY
 -
253
+ 1.39%
$9.11K - $10.5K
18.4K $721K
Nov 12, 2024 Q3 2024
Edge Capital Group, LLC

BUY
 -
250
+ 1.02%
$9.01K - $10.4K
24.7K $966K
Oct 29, 2024 Q3 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
242
New
$8.72K - $10.1K
242 $9.47K
Oct 29, 2024 Q3 2024
Tkg Advisors, LLC

BUY
 -
208
+ 2.05%
$7.49K - $8.67K
10.4K $405K
Nov 04, 2024 Q3 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
181
+ 3.0%
$6.52K - $7.54K
6.21K $243K
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
181
+ 13.77%
$6.52K - $7.54K
1.5K $58.5K
Oct 18, 2024 Q3 2024
Echo Wealth Management, LLC

BUY
 -
178
+ 0.29%
$6.41K - $7.42K
61.4K $2.4M
Nov 01, 2024 Q3 2024
Leavell Investment Management, Inc.

BUY
 -
175
+ 0.79%
$6.3K - $7.29K
22.3K $872K
Nov 13, 2024 Q3 2024
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
154
+ 2.1%
$5.55K - $6.42K
7.49K $293K
Nov 01, 2024 Q3 2024
Sheets Smith Wealth Management

BUY
 -
139
+ 0.8%
$5.01K - $5.79K
17.4K $681K
Oct 30, 2024 Q3 2024
Plante Moran Financial Advisors, LLC

BUY
 -
130
New
$4.68K - $5.42K
130 $5.09K
Oct 09, 2024 Q3 2024
Simplicity Wealth,Llc

BUY
 -
130
+ 0.23%
$4.68K - $5.42K
55.7K $2.18M
Oct 18, 2024 Q3 2024
Rede Wealth, LLC

BUY
 -
125
+ 0.92%
$4.5K - $5.21K
13.7K $537K
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
121
+ 0.84%
$4.36K - $5.04K
14.5K $568K
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
121
+ 0.4%
$4.36K - $5.04K
30.4K $1.19M
Oct 04, 2024 Q3 2024
Capital Cs Group, LLC

BUY
 -
119
+ 1.97%
$4.29K - $4.96K
6.17K $241K
Oct 15, 2024 Q3 2024
Safeguard Financial, LLC

BUY
 -
109
+ 0.25%
$3.93K - $4.54K
43.6K $1.71M
Nov 05, 2024 Q3 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
108
+ 0.7%
$3.89K - $4.5K
15.6K $612K
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
106
New
$3.82K - $4.42K
106 $4.15K
Nov 12, 2024 Q3 2024
National Bank Of Canada

BUY
 -
105
+ 12.18%
$3.78K - $4.38K
967 $37.8K

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