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 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-97- 59.88% |
$3.49K - $4.04K
|
65
$2.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-106- 1.53% |
$3.82K - $4.42K
|
6.84K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-118- 0.87% |
$4.25K - $4.92K
|
13.5K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-127- 17.71% |
$4.57K - $5.29K
|
590
$23.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-131- 0.18% |
$4.72K - $5.46K
|
70.9K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-132- 35.58% |
$4.75K - $5.5K
|
239
$9.39K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-143- 20.75% |
$5.15K - $5.96K
|
546
$21.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-146- 1.0% |
$5.26K - $6.09K
|
14.5K
$569K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-150- 0.16% |
$5.4K - $6.25K
|
95.2K
$3.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-163- 33.96% |
$5.87K - $6.79K
|
317
$12.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-166- 0.53% |
$5.98K - $6.92K
|
30.9K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-170- 0.58% |
$6.12K - $7.09K
|
29K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-172- 0.34% |
$6.2K - $7.17K
|
50.6K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-187- 4.44% |
$6.74K - $7.79K
|
4.02K
$158K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-189- 1.76% |
$6.81K - $7.88K
|
10.5K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-206- 2.66% |
$7.42K - $8.59K
|
7.55K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-212- 0.75% |
$7.64K - $8.84K
|
28.2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-216- 40.99% |
$7.78K - $9K
|
311
$12.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-239- 27.92% |
$8.61K - $9.96K
|
617
$24.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-243- 0.61% |
$8.75K - $10.1K
|
39.4K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-246- 1.55% |
$8.86K - $10.3K
|
15.6K
$613K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-246- 1.66% |
$8.86K - $10.3K
|
14.6K
$573K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-248- 0.24% |
$8.93K - $10.3K
|
101K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-250- 1.24% |
$9.01K - $10.4K
|
19.8K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 51.23% |
$9.01K - $10.4K
|
238
$9.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 1.26% |
$9.26K - $10.7K
|
20.1K
$790K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-265- 1.39% |
$9.55K - $11K
|
18.8K
$739K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-277- 2.42% |
$9.98K - $11.5K
|
11.2K
$440K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-279- 2.51% |
$10K - $11.6K
|
10.8K
$426K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-284- 1.35% |
$10.2K - $11.8K
|
20.7K
$814K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-285- 1.6% |
$10.3K - $11.9K
|
17.5K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-290- 2.41% |
$10.4K - $12.1K
|
11.7K
$462K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-296- 37.19% |
$10.7K - $12.3K
|
500
$19.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-301- 5.32% |
$10.8K - $12.5K
|
5.36K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-307- 13.48% |
$11.1K - $12.8K
|
1.97K
$77.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-313- 0.64% |
$11.3K - $13K
|
48.9K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-326- 3.31% |
$11.7K - $13.6K
|
9.52K
$374K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-350- 2.36% |
$12.6K - $14.6K
|
14.5K
$569K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-385- 4.79% |
$13.9K - $16K
|
7.65K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-394- 2.41% |
$14.2K - $16.4K
|
16K
$628K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-394- 0.38% |
$14.2K - $16.4K
|
103K
$4.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-405- 14.56% |
$14.6K - $16.9K
|
2.38K
$93.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-411- 0.52% |
$14.8K - $17.1K
|
79.3K
$3.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-437- 0.51% |
$15.7K - $18.2K
|
84.6K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-441- 52.38% |
$15.9K - $18.4K
|
401
$15.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-442- 1.16% |
$15.9K - $18.4K
|
37.6K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-443- 1.47% |
$16K - $18.5K
|
29.6K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-444- 2.58% |
$16K - $18.5K
|
16.8K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-447- 3.49% |
$16.1K - $18.6K
|
12.4K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-458- 0.87% |
$16.5K - $19.1K
|
52K
$2.04M
|