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 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.4K+ 36.77% |
$398K - $444K
|
38.5K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.2K+ 20.6% |
$390K - $435K
|
59.5K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 7.6% |
$385K - $429K
|
142K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.85K+ 1.51% |
$378K - $422K
|
662K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9.79K+ 12.12% |
$376K - $419K
|
90.6K
$3.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.75KNew |
$374K - $418K
|
9.75K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.74K+ 2.72% |
$374K - $417K
|
368K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.71K+ 30.55% |
$372K - $416K
|
41.5K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
9.5KNew |
$365K - $407K
|
9.5K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.45KNew |
$362K - $404K
|
9.45K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9.32K+ 6.36% |
$358K - $399K
|
156K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.31KNew |
$357K - $399K
|
9.31K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.19K+ 5.96% |
$353K - $394K
|
163K
$6.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
9.08KNew |
$349K - $389K
|
9.08K
$364K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.04KNew |
$347K - $387K
|
9.04K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.79K+ 3.69% |
$337K - $377K
|
247K
$9.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.71K+ 6.5% |
$334K - $373K
|
143K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
8.7KNew |
$334K - $372K
|
8.7K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
8.58KNew |
$329K - $367K
|
8.58K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.53K+ 96.04% |
$327K - $365K
|
17.4K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.41K+ 7.73% |
$323K - $360K
|
117K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.39KNew |
$322K - $359K
|
8.39K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.37K+ 4.41% |
$321K - $359K
|
198K
$7.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
8.13K+ 7.71% |
$312K - $348K
|
114K
$4.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.06KNew |
$309K - $345K
|
8.06K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
7.89K+ 59.72% |
$303K - $338K
|
21.1K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.84K+ 108.39% |
$301K - $336K
|
15.1K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
7.67KNew |
$294K - $329K
|
7.67K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.54K+ 18.12% |
$289K - $323K
|
49.2K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.54KNew |
$289K - $323K
|
7.54K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.44K+ 5.14% |
$285K - $318K
|
152K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.25K+ 8.78% |
$278K - $311K
|
89.9K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.2K+ 18.58% |
$276K - $308K
|
45.9K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.1K+ 0.44% |
$272K - $304K
|
1.63M
$65.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
7.04K+ 73.92% |
$270K - $301K
|
16.6K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.03K+ 59.58% |
$270K - $301K
|
18.8K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.02KNew |
$269K - $301K
|
7.02K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.01KNew |
$269K - $300K
|
7.01K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7K+ 4.13% |
$269K - $300K
|
176K
$7.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
7K+ 2.96% |
$268K - $300K
|
244K
$9.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.98K+ 4.53% |
$268K - $299K
|
161K
$6.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.94K+ 16.57% |
$266K - $297K
|
48.8K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
6.93K+ 368.17% |
$266K - $297K
|
8.81K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6.87K+ 6.65% |
$264K - $294K
|
110K
$4.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.75K+ 62.37% |
$259K - $289K
|
17.6K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.71K+ 2.6% |
$258K - $287K
|
265K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.69KNew |
$257K - $287K
|
6.69K
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.69KNew |
$257K - $286K
|
6.69K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.68K+ 23.87% |
$256K - $286K
|
34.7K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.61K+ 0.59% |
$254K - $283K
|
1.13M
$45.1M
|