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 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
70KNew |
$2.68M - $3M
|
70K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68.6K+ 15.33% |
$2.63M - $2.94M
|
516K
$20.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
67.5KNew |
$2.59M - $2.89M
|
67.5K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67KNew |
$2.57M - $2.87M
|
67K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
64.1KNew |
$2.46M - $2.75M
|
64.1K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
59.7KNew |
$2.29M - $2.56M
|
59.7K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
58.1KNew |
$2.23M - $2.49M
|
58.1K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
52.5K+ 59.0% |
$2.01M - $2.25M
|
141K
$5.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
51.8K+ 427.8% |
$1.99M - $2.22M
|
63.9K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
51.1KNew |
$1.96M - $2.19M
|
51.1K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50.7K+ 35.94% |
$1.94M - $2.17M
|
192K
$7.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
50K+ 15.44% |
$1.92M - $2.14M
|
374K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49.5K+ 11.07% |
$1.9M - $2.12M
|
496K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47K+ 19.4% |
$1.8M - $2.01M
|
289K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.9K+ 7.06% |
$1.72M - $1.92M
|
682K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43.8K+ 83.25% |
$1.68M - $1.87M
|
96.3K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
43.1KNew |
$1.65M - $1.85M
|
43.1K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
42.8KNew |
$1.64M - $1.83M
|
42.8K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.9K+ 5.86% |
$1.61M - $1.79M
|
757K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
41.4KNew |
$1.59M - $1.77M
|
41.4K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
38.3KNew |
$1.47M - $1.64M
|
38.3K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
38K+ 643.34% |
$1.46M - $1.63M
|
43.9K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
37.4K+ 5.38% |
$1.44M - $1.6M
|
733K
$29.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
36.4K+ 4.44% |
$1.4M - $1.56M
|
856K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
34.3K+ 30.35% |
$1.32M - $1.47M
|
147K
$5.9M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
33.6KNew |
$1.29M - $1.44M
|
33.6K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.2K+ 7.37% |
$1.28M - $1.42M
|
485K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
32.8K+ 39.44% |
$1.26M - $1.41M
|
116K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
32.2KNew |
$1.23M - $1.38M
|
32.2K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
31.6K+ 35.53% |
$1.21M - $1.35M
|
121K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
29.9KNew |
$1.15M - $1.28M
|
29.9K
$1.2M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
29.7KNew |
$1.14M - $1.27M
|
29.7K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
28.9KNew |
$1.11M - $1.24M
|
28.9K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.7K+ 3.25% |
$1.1M - $1.23M
|
914K
$36.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
28.2K+ 7.34% |
$1.08M - $1.21M
|
413K
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
26.9K+ 16.49% |
$1.03M - $1.15M
|
190K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26.2K+ 16.67% |
$1M - $1.12M
|
183K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
25.7K+ 12.99% |
$985K - $1.1M
|
223K
$8.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
24.6K+ 11.1% |
$946K - $1.06M
|
247K
$9.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.2K+ 10.26% |
$928K - $1.04M
|
260K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
23.3K+ 299.6% |
$896K - $1M
|
31.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
23K+ 37.37% |
$882K - $984K
|
84.5K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.6K+ 175.61% |
$867K - $968K
|
35.5K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.4K+ 4.94% |
$860K - $960K
|
476K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 59.91% |
$853K - $952K
|
59.3K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22K+ 3.82% |
$842K - $940K
|
597K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
21.9K+ 6.73% |
$842K - $939K
|
348K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 0.7% |
$839K - $937K
|
3.13M
$125M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.2K+ 13.88% |
$813K - $907K
|
174K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.9K+ 6.52% |
$803K - $896K
|
342K
$13.7M
|