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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.6K- 3.45% |
$1.4M - $1.57M
|
1.02M
$41.1M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-41.9K- 9.7% |
$1.61M - $1.79M
|
390K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43.4K- 69.0% |
$1.67M - $1.86M
|
19.5K
$782K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.1K- 67.77% |
$1.85M - $2.06M
|
22.9K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48.3K- 13.3% |
$1.85M - $2.07M
|
315K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-49.1K- 78.97% |
$1.88M - $2.1M
|
13.1K
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-52.1K- 4.47% |
$2M - $2.23M
|
1.11M
$44.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-56.4K- 5.14% |
$2.16M - $2.41M
|
1.04M
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-56.6K- 41.43% |
$2.17M - $2.43M
|
80.1K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-58K- 9.97% |
$2.23M - $2.49M
|
524K
$21M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-58.8K- 25.48% |
$2.26M - $2.52M
|
172K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.9K- 33.86% |
$2.57M - $2.86M
|
131K
$5.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-70.3K- 13.03% |
$2.7M - $3.01M
|
469K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-76.7K- 8.58% |
$2.94M - $3.28M
|
817K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-79.4K- 49.66% |
$3.05M - $3.4M
|
80.5K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-82.8K- 37.06% |
$3.18M - $3.54M
|
141K
$5.63M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-83.2K- 57.97% |
$3.19M - $3.56M
|
60.3K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-89.6K- 32.62% |
$3.44M - $3.83M
|
185K
$7.41M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100K- 15.0% |
$3.85M - $4.29M
|
568K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 10.39% |
$4.32M - $4.82M
|
970K
$38.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-120K- 67.27% |
$4.6M - $5.14M
|
58.4K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-180K- 82.36% |
$6.92M - $7.72M
|
38.6K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-264K- 11.93% |
$10.1M - $11.3M
|
1.95M
$78.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-421K- 97.39% |
$16.1M - $18M
|
11.3K
$451K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-435K- 92.89% |
$16.7M - $18.6M
|
33.3K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-731K- 11.63% |
$28.1M - $31.3M
|
5.56M
$223M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.09M- 98.24% |
$234M - $261M
|
109K
$4.37M
|