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 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-805- 9.17% |
$30.9K - $34.5K
|
7.98K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-837- 6.76% |
$32.1K - $35.8K
|
11.5K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-849- 8.43% |
$32.6K - $36.4K
|
9.22K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-860- 5.94% |
$33K - $36.8K
|
13.6K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-892- 4.66% |
$34.2K - $38.2K
|
18.2K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-896- 1.08% |
$34.4K - $38.4K
|
82.2K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-911- 3.32% |
$35K - $39K
|
26.5K
$1.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-916- 5.33% |
$35.1K - $39.2K
|
16.3K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-922- 7.74% |
$35.4K - $39.5K
|
11K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-930- 0.7% |
$35.7K - $39.8K
|
132K
$5.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-930- 6.42% |
$35.7K - $39.8K
|
13.5K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-951- 0.51% |
$36.5K - $40.7K
|
186K
$7.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-982- 4.27% |
$37.7K - $42K
|
22K
$900K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.09K- 81.33% |
$41.6K - $46.5K
|
249
$10.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.1K- 11.28% |
$42.2K - $47.1K
|
8.65K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.12K- 6.44% |
$43K - $48K
|
16.3K
$666K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.13K- 2.98% |
$43.3K - $48.3K
|
36.7K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.14K- 13.24% |
$43.8K - $48.9K
|
7.48K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.15K- 30.17% |
$44K - $49.1K
|
2.65K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 48.38% |
$44.1K - $49.2K
|
1.23K
$50.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.18K- 2.06% |
$45.3K - $50.5K
|
56.1K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 2.22% |
$45.3K - $50.6K
|
52.1K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.19K- 1.15% |
$45.8K - $51.1K
|
103K
$4.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.19K- 8.27% |
$45.8K - $51.1K
|
13.2K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.25K- 20.57% |
$47.8K - $53.4K
|
4.82K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.26K- 9.53% |
$48.2K - $53.8K
|
11.9K
$488K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.3K- 3.31% |
$50K - $55.8K
|
38.1K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.42K- 2.35% |
$54.5K - $60.8K
|
59.1K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.46K- 97.59% |
$56K - $62.5K
|
36
$1.47K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 1.08% |
$56.4K - $62.9K
|
135K
$5.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.48K- 19.78% |
$56.6K - $63.2K
|
5.98K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.48K- 21.09% |
$56.7K - $63.2K
|
5.53K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.49K- 0.26% |
$57.1K - $63.8K
|
562K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.52K- 10.09% |
$58.2K - $65K
|
13.5K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.52K- 1.53% |
$58.2K - $65K
|
97.9K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.56K- 7.3% |
$59.8K - $66.7K
|
19.8K
$808K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 12.19% |
$60.1K - $67.1K
|
11.3K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.57K- 1.7% |
$60.3K - $67.3K
|
90.7K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.6K- 1.52% |
$61.5K - $68.6K
|
104K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.61K- 9.22% |
$61.9K - $69K
|
15.9K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.63K- 8.17% |
$62.7K - $70K
|
18.4K
$750K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.64K- 15.97% |
$62.9K - $70.2K
|
8.63K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.67K- 99.94% |
$64.1K - $71.5K
|
1
$40.9
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.71K- 0.74% |
$65.8K - $73.4K
|
229K
$9.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.81K- 9.6% |
$69.3K - $77.3K
|
17K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.82K- 7.37% |
$69.7K - $77.8K
|
22.8K
$933K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.84K- 80.69% |
$70.4K - $78.6K
|
439
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.85K- 3.64% |
$70.9K - $79.1K
|
49K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.96K- 11.21% |
$75.3K - $84K
|
15.5K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 7.39% |
$77.4K - $86.4K
|
25.3K
$1.03M
|