Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31- 29.25% |
$1.19K - $1.33K
|
75
$2.96K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 1.94% |
$1.27K - $1.41K
|
1.67K
$65.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-42- 0.71% |
$1.61K - $1.8K
|
5.91K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-46- 0.28% |
$1.77K - $1.97K
|
16.5K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-47- 0.4% |
$1.8K - $2.01K
|
11.8K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 1.13% |
$1.92K - $2.14K
|
4.38K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-58- 0.3% |
$2.23K - $2.48K
|
19.5K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-76- 0.23% |
$2.92K - $3.25K
|
33.1K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-79- 1.39% |
$3.03K - $3.38K
|
5.62K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-79- 24.46% |
$3.03K - $3.38K
|
244
$9.63K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-81- 14.65% |
$3.11K - $3.47K
|
472
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 67.94% |
$3.41K - $3.81K
|
42
$1.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100- 0.74% |
$3.84K - $4.28K
|
13.4K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 3.45% |
$3.84K - $4.28K
|
2.8K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-101- 1.15% |
$3.88K - $4.32K
|
8.7K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-103- 43.1% |
$3.95K - $4.41K
|
136
$5.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-110- 0.44% |
$4.22K - $4.71K
|
24.9K
$981K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-120- 0.11% |
$4.6K - $5.14K
|
111K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-120- 0.54% |
$4.6K - $5.14K
|
22.3K
$880K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-120- 1.03% |
$4.6K - $5.14K
|
11.5K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-124- 2.99% |
$4.76K - $5.31K
|
4.02K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-136- 1.0% |
$5.22K - $5.82K
|
13.4K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-145- 0.43% |
$5.56K - $6.21K
|
33.6K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-156- 2.0% |
$5.99K - $6.68K
|
7.64K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-161- 0.76% |
$6.18K - $6.89K
|
21K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-181- 1.52% |
$6.94K - $7.75K
|
11.7K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-185- 0.61% |
$7.1K - $7.92K
|
30.2K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-186- 3.14% |
$7.14K - $7.96K
|
5.74K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-193- 7.16% |
$7.41K - $8.26K
|
2.5K
$98.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-205- 2.99% |
$7.87K - $8.78K
|
6.65K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-207- 0.02% |
$7.94K - $8.86K
|
1.06M
$41.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-211- 2.03% |
$8.1K - $9.04K
|
10.2K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-226- 0.68% |
$8.67K - $9.68K
|
32.8K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-227- 0.72% |
$8.71K - $9.72K
|
31.1K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-227- 2.0% |
$8.71K - $9.72K
|
11.1K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-230- 63.54% |
$8.83K - $9.85K
|
132
$5.21K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-244- 3.68% |
$9.36K - $10.4K
|
6.38K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-249- 7.08% |
$9.55K - $10.7K
|
3.27K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-274- 0.47% |
$10.5K - $11.7K
|
58.6K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-275- 5.55% |
$10.6K - $11.8K
|
4.68K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-281- 1.67% |
$10.8K - $12K
|
16.5K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-291- 0.67% |
$11.2K - $12.5K
|
43.3K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-302- 2.33% |
$11.6K - $12.9K
|
12.6K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-305- 1.21% |
$11.7K - $13.1K
|
25K
$985K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-334- 2.0% |
$12.8K - $14.3K
|
16.4K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-338- 3.76% |
$13K - $14.5K
|
8.66K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-345- 20.82% |
$13.2K - $14.8K
|
1.31K
$51.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-348- 4.29% |
$13.4K - $14.9K
|
7.77K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-350- 0.8% |
$13.4K - $15K
|
43.1K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-400- 5.22% |
$15.3K - $17.1K
|
7.26K
$286K
|