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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 59.91% |
$853K - $952K
|
59.3K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22K+ 3.82% |
$842K - $940K
|
597K
$24.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
21.9K+ 6.73% |
$842K - $939K
|
348K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 0.7% |
$839K - $937K
|
3.13M
$128M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.2K+ 13.88% |
$813K - $907K
|
174K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.9K+ 6.52% |
$803K - $896K
|
342K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
20.8KNew |
$799K - $892K
|
20.8K
$852K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
20.8KNew |
$798K - $891K
|
20.8K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
20.4KNew |
$782K - $873K
|
20.4K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.8KNew |
$759K - $847K
|
19.8K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
19.6K+ 10.07% |
$753K - $841K
|
215K
$8.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$753K - $840K
|
19.6K
$802K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
19.6K+ 27.89% |
$752K - $839K
|
89.8K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
19.4K+ 28.2% |
$746K - $833K
|
88.4K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19.2KNew |
$738K - $823K
|
19.2K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19.2KNew |
$737K - $823K
|
19.2K
$785K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.2K+ 35.54% |
$736K - $822K
|
73.2K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8K+ 2.94% |
$720K - $804K
|
656K
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
17.4KNew |
$666K - $744K
|
17.4K
$710K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
17.1K+ 36.34% |
$658K - $734K
|
64.3K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
16.9KNew |
$648K - $723K
|
16.9K
$690K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.7K+ 3.56% |
$641K - $715K
|
485K
$19.8M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
16.6KNew |
$637K - $711K
|
16.6K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
16.6KNew |
$635K - $709K
|
16.6K
$677K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 12.77% |
$629K - $702K
|
145K
$5.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
16.3KNew |
$624K - $696K
|
16.3K
$665K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.1K+ 9.59% |
$618K - $690K
|
184K
$7.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$606K - $676K
|
15.8K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.7K+ 7.41% |
$603K - $673K
|
228K
$9.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.3KNew |
$549K - $613K
|
14.3K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 3.47% |
$541K - $604K
|
420K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.1KNew |
$539K - $602K
|
14.1K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.3KNew |
$510K - $570K
|
13.3K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1K+ 40.83% |
$501K - $559K
|
45K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 59.35% |
$500K - $558K
|
35K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
12.9KNew |
$494K - $551K
|
12.9K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
12.8KNew |
$493K - $550K
|
12.8K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
12.8KNew |
$493K - $550K
|
12.8K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.8K+ 193.28% |
$491K - $548K
|
19.4K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6K+ 2504.17% |
$483K - $539K
|
13.1K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.4K+ 19.26% |
$477K - $532K
|
77K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 13.09% |
$467K - $521K
|
105K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 14.2% |
$466K - $520K
|
97.6K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12KNew |
$461K - $514K
|
12K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.9KNew |
$458K - $512K
|
11.9K
$488K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11.7K+ 161.7% |
$451K - $503K
|
19K
$777K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.5KNew |
$439K - $490K
|
11.5K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.2KNew |
$429K - $479K
|
11.2K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1K+ 15.64% |
$427K - $477K
|
82.4K
$3.37M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$415K - $463K
|
10.8K
$442K
|