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 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.51K+ 37.38% |
$250K - $279K
|
23.9K
$959K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.49K+ 96.61% |
$249K - $278K
|
13.2K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.47KNew |
$248K - $277K
|
6.47K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
6.44K+ 10.69% |
$247K - $276K
|
66.7K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.43K+ 8.31% |
$247K - $275K
|
83.8K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.42K+ 27.47% |
$246K - $275K
|
29.8K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.37K+ 12.35% |
$244K - $273K
|
57.9K
$2.32M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6.34KNew |
$243K - $271K
|
6.34K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.31KNew |
$242K - $270K
|
6.31K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.28K+ 10.92% |
$241K - $269K
|
63.8K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.22K+ 3.06% |
$239K - $266K
|
209K
$8.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.17K+ 1.11% |
$237K - $264K
|
565K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.12K+ 100.82% |
$235K - $262K
|
12.2K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.07KNew |
$233K - $260K
|
6.07K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.95K+ 3.65% |
$228K - $255K
|
169K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.81K+ 32.66% |
$223K - $249K
|
23.6K
$945K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.71K+ 2.46% |
$219K - $244K
|
238K
$9.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.66K+ 0.71% |
$217K - $242K
|
808K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.57KNew |
$214K - $239K
|
5.57K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.56KNew |
$213K - $238K
|
5.56K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.42KNew |
$208K - $232K
|
5.42K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.32K+ 17.27% |
$204K - $228K
|
36.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.32KNew |
$204K - $228K
|
5.32K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.25K+ 63.6% |
$201K - $225K
|
13.5K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.24KNew |
$201K - $224K
|
5.24K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.14KNew |
$197K - $220K
|
5.14K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.06K+ 1.52% |
$194K - $217K
|
338K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.03K+ 32.24% |
$193K - $215K
|
20.6K
$826K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.9K+ 3.7% |
$188K - $210K
|
137K
$5.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.78K+ 9.55% |
$184K - $205K
|
54.9K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.77K+ 60.09% |
$183K - $204K
|
12.7K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4.56KNew |
$175K - $195K
|
4.56K
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
4.51KNew |
$173K - $193K
|
4.51K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.47K+ 111.17% |
$171K - $191K
|
8.49K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.39K+ 0.69% |
$169K - $188K
|
644K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.38K+ 45.08% |
$168K - $188K
|
14.1K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.17K+ 11.92% |
$160K - $179K
|
39.2K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.08K+ 3.72% |
$156K - $174K
|
114K
$4.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4K+ 4.99% |
$153K - $171K
|
84.1K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.98K+ 99.42% |
$153K - $170K
|
7.97K
$319K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.97K+ 4.01% |
$152K - $170K
|
103K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.94KNew |
$151K - $169K
|
3.94K
$158K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.92K+ 1.05% |
$151K - $168K
|
377K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.91K+ 1.89% |
$150K - $167K
|
210K
$8.42M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.9KNew |
$149K - $167K
|
3.9K
$156K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.81KNew |
$146K - $163K
|
3.81K
$152K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.79K+ 34.94% |
$145K - $162K
|
14.6K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.78K+ 18.38% |
$145K - $162K
|
24.3K
$974K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.75K+ 0.85% |
$144K - $160K
|
444K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.72K+ 2.36% |
$143K - $159K
|
162K
$6.47M
|