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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-230- 63.54% |
$8.83K - $9.85K
|
132
$5.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-244- 3.68% |
$9.36K - $10.4K
|
6.38K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-249- 7.08% |
$9.55K - $10.7K
|
3.27K
$134K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-274- 0.47% |
$10.5K - $11.7K
|
58.6K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-275- 5.55% |
$10.6K - $11.8K
|
4.68K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-281- 1.67% |
$10.8K - $12K
|
16.5K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-291- 0.67% |
$11.2K - $12.5K
|
43.3K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-302- 2.33% |
$11.6K - $12.9K
|
12.6K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-305- 1.21% |
$11.7K - $13.1K
|
25K
$1.02M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-322- 0.32% |
$12.4K - $13.8K
|
101K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-334- 2.0% |
$12.8K - $14.3K
|
16.4K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-338- 3.76% |
$13K - $14.5K
|
8.66K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-345- 20.82% |
$13.2K - $14.8K
|
1.31K
$53.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-348- 4.29% |
$13.4K - $14.9K
|
7.77K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-350- 0.8% |
$13.4K - $15K
|
43.1K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-400- 0.73% |
$15.3K - $17.1K
|
54.7K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-400- 5.22% |
$15.3K - $17.1K
|
7.26K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-410- 2.99% |
$15.7K - $17.6K
|
13.3K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-412- 0.41% |
$15.8K - $17.6K
|
101K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-445- 3.6% |
$17.1K - $19.1K
|
11.9K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-445- 3.99% |
$17.1K - $19.1K
|
10.7K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-446- 1.84% |
$17.1K - $19.1K
|
23.7K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-466- 5.99% |
$17.9K - $20K
|
7.31K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-480- 3.57% |
$18.4K - $20.6K
|
13K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-506- 3.1% |
$19.4K - $21.7K
|
15.8K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-511- 1.87% |
$19.6K - $21.9K
|
26.9K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-551- 8.32% |
$21.1K - $23.6K
|
6.07K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-583- 1.17% |
$22.4K - $25K
|
49.1K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-593- 1.57% |
$22.8K - $25.4K
|
37.1K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-598- 3.14% |
$22.9K - $25.6K
|
18.5K
$754K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-600- 9.35% |
$23K - $25.7K
|
5.82K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-618- 8.18% |
$23.7K - $26.5K
|
6.93K
$283K
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-620- 9.78% |
$23.8K - $26.5K
|
5.72K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-649- 6.4% |
$24.9K - $27.8K
|
9.5K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-659- 10.62% |
$25.3K - $28.2K
|
5.55K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-688- 6.53% |
$26.4K - $29.5K
|
9.85K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-713- 0.69% |
$27.4K - $30.5K
|
103K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-713- 9.04% |
$27.4K - $30.5K
|
7.18K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-734- 3.44% |
$28.2K - $31.4K
|
20.6K
$842K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-734- 13.07% |
$28.2K - $31.4K
|
4.88K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-739- 0.73% |
$28.4K - $31.6K
|
100K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-742- 7.23% |
$28.5K - $31.8K
|
9.52K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-750- 9.77% |
$28.8K - $32.1K
|
6.92K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-751- 0.91% |
$28.8K - $32.2K
|
81.4K
$3.33M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-766- 3.24% |
$29.4K - $32.8K
|
22.8K
$934K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-770- 1.27% |
$29.5K - $33K
|
59.7K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-778- 5.1% |
$29.9K - $33.3K
|
14.5K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-778- 1.98% |
$29.9K - $33.3K
|
38.5K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-795- 7.3% |
$30.5K - $34K
|
10.1K
$412K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-804- 0.64% |
$30.8K - $34.4K
|
125K
$5.13M
|