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 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.15K- 30.17% |
$44K - $49.1K
|
2.65K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 48.38% |
$44.1K - $49.2K
|
1.23K
$48.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.18K- 2.06% |
$45.3K - $50.5K
|
56.1K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 2.22% |
$45.3K - $50.6K
|
52.1K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.19K- 1.15% |
$45.8K - $51.1K
|
103K
$4.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.19K- 8.27% |
$45.8K - $51.1K
|
13.2K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.25K- 20.57% |
$47.8K - $53.4K
|
4.82K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.26K- 9.53% |
$48.2K - $53.8K
|
11.9K
$471K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.3K- 3.31% |
$50K - $55.8K
|
38.1K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.42K- 2.35% |
$54.5K - $60.8K
|
59.1K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.46K- 97.59% |
$56K - $62.5K
|
36
$1.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 1.08% |
$56.4K - $62.9K
|
135K
$5.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.48K- 19.78% |
$56.6K - $63.2K
|
5.98K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.48K- 21.09% |
$56.7K - $63.2K
|
5.53K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.49K- 0.26% |
$57.1K - $63.8K
|
562K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.52K- 10.09% |
$58.2K - $65K
|
13.5K
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.52K- 1.53% |
$58.2K - $65K
|
97.9K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.56K- 7.3% |
$59.8K - $66.7K
|
19.8K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 12.19% |
$60.1K - $67.1K
|
11.3K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.57K- 1.7% |
$60.3K - $67.3K
|
90.7K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.6K- 1.52% |
$61.5K - $68.6K
|
104K
$4.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.61K- 9.22% |
$61.9K - $69K
|
15.9K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.63K- 8.17% |
$62.7K - $70K
|
18.4K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.64K- 15.97% |
$62.9K - $70.2K
|
8.63K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.67K- 99.94% |
$64.1K - $71.5K
|
1
$39.5
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.71K- 0.74% |
$65.8K - $73.4K
|
229K
$9.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.81K- 9.6% |
$69.3K - $77.3K
|
17K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.82K- 7.37% |
$69.7K - $77.8K
|
22.8K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.84K- 80.69% |
$70.4K - $78.6K
|
439
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.85K- 3.64% |
$70.9K - $79.1K
|
49K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.96K- 11.21% |
$75.3K - $84K
|
15.5K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 7.39% |
$77.4K - $86.4K
|
25.3K
$997K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.02K- 6.78% |
$77.6K - $86.6K
|
27.8K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.11K- 20.34% |
$80.9K - $90.3K
|
8.26K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.12K- 10.93% |
$81.3K - $90.7K
|
17.3K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.19K- 1.28% |
$83.8K - $93.6K
|
169K
$6.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.22K- 4.0% |
$85.1K - $95K
|
53.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-2.27K- 0.27% |
$87.1K - $97.2K
|
834K
$32.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.32K- 18.35% |
$88.9K - $99.2K
|
10.3K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.4K- 2.42% |
$92K - $103K
|
96.6K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.46K- 2.27% |
$94.3K - $105K
|
106K
$4.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.46K- 23.83% |
$94.5K - $105K
|
7.87K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.47K- 3.98% |
$94.8K - $106K
|
59.6K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.47K- 11.35% |
$94.9K - $106K
|
19.3K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.54K- 13.69% |
$97.3K - $109K
|
16K
$631K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.57K- 3.63% |
$98.7K - $110K
|
68.4K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.62K- 14.84% |
$100K - $112K
|
15K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.65K- 9.44% |
$102K - $113K
|
25.4K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.7K- 3.46% |
$104K - $116K
|
75.4K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.78K- 7.26% |
$107K - $119K
|
35.5K
$1.4M
|