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
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.24K- 16.44% |
$163K - $182K
|
21.6K
$1.02M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-4.39K- 6.46% |
$168K - $188K
|
63.5K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.57K- 12.47% |
$175K - $196K
|
32.1K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-4.65K- 3.23% |
$178K - $199K
|
140K
$6.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.77K- 34.9% |
$183K - $204K
|
8.89K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-4.78K- 12.22% |
$183K - $204K
|
34.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.1K- 7.89% |
$196K - $218K
|
59.5K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.3K- 1.52% |
$203K - $227K
|
343K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.38K- 3.18% |
$206K - $230K
|
164K
$7.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-5.47K- 34.21% |
$210K - $234K
|
10.5K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.61K- 92.5% |
$215K - $240K
|
455
$21.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.77K- 7.37% |
$222K - $247K
|
72.6K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.96K- 32.14% |
$229K - $255K
|
12.6K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.35K- 4.66% |
$244K - $272K
|
130K
$6.13M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.85K- 3.72% |
$263K - $293K
|
177K
$8.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.85K- 3.72% |
$263K - $293K
|
177K
$8.36M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.9K- 11.24% |
$265K - $296K
|
54.5K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-6.91K- 6.64% |
$265K - $296K
|
97.1K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.06K- 48.61% |
$271K - $302K
|
7.47K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.23K- 5.15% |
$277K - $310K
|
133K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-7.31K- 20.71% |
$281K - $313K
|
28K
$1.32M
|
|
|
Oct 10, 2025
Q4 2024
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-7.31K- 6.21% |
$281K - $313K
|
111K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.35K- 4.1% |
$282K - $315K
|
172K
$8.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.45K- 27.44% |
$286K - $319K
|
19.7K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.52K- 3.74% |
$289K - $322K
|
194K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.72K- 11.13% |
$296K - $331K
|
61.7K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.99K- 2.34% |
$306K - $342K
|
333K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-8.28K- 6.11% |
$318K - $355K
|
127K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.55K- 35.91% |
$328K - $366K
|
15.3K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.73K- 18.14% |
$335K - $374K
|
39.4K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.34K- 4.15% |
$358K - $400K
|
215K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.69K- 5.99% |
$372K - $415K
|
152K
$7.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.84K- 7.0% |
$377K - $421K
|
131K
$6.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.93K- 3.8% |
$381K - $425K
|
252K
$11.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-9.99K- 59.17% |
$383K - $428K
|
6.89K
$325K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.1K- 14.63% |
$387K - $431K
|
58.8K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.1K- 14.37% |
$389K - $434K
|
60.4K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.6K- 11.74% |
$405K - $452K
|
79.3K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 0.52% |
$433K - $484K
|
2.14M
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-11.3K- 42.0% |
$435K - $486K
|
15.7K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 30.1% |
$436K - $487K
|
26.4K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.5K- 12.86% |
$440K - $491K
|
77.7K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-12.5K- 52.07% |
$478K - $534K
|
11.5K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.2K- 31.09% |
$506K - $565K
|
29.2K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.7K- 76.19% |
$527K - $588K
|
4.29K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14K- 68.07% |
$537K - $599K
|
6.57K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 31.84% |
$544K - $607K
|
30.4K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-14.5K- 2.77% |
$555K - $619K
|
508K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-15.2K- 6.08% |
$584K - $652K
|
235K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.5K- 14.78% |
$593K - $662K
|
89.1K
$4.2M
|