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 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.6K+ 5.19% |
$138K - $154K
|
72.9K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.54K+ 51.73% |
$136K - $152K
|
10.4K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.41KNew |
$131K - $146K
|
3.41K
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.41K+ 6.15% |
$131K - $146K
|
58.8K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.31KNew |
$127K - $142K
|
3.31K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.18K+ 1.49% |
$122K - $136K
|
216K
$8.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.17K+ 2.08% |
$122K - $136K
|
156K
$6.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.16KNew |
$121K - $135K
|
3.16K
$127K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
3.06K+ 6.21% |
$117K - $131K
|
52.3K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.03K+ 0.44% |
$116K - $130K
|
698K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3KNew |
$115K - $129K
|
3K
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.89K+ 6.62% |
$111K - $124K
|
46.5K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.76K+ 420.24% |
$106K - $118K
|
3.42K
$137K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.74KNew |
$105K - $117K
|
2.74K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.71K+ 6.16% |
$104K - $116K
|
46.8K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.61KNew |
$100K - $112K
|
2.61K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 1.92% |
$95.8K - $107K
|
132K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.49K+ 4.6% |
$95.6K - $107K
|
56.6K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.4K+ 24.09% |
$92.2K - $103K
|
12.4K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.39K+ 13.6% |
$91.9K - $103K
|
20K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 1.67% |
$91K - $102K
|
144K
$5.78M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.35K+ 1.48% |
$90.1K - $101K
|
161K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.19K+ 2.26% |
$84.1K - $93.9K
|
99.2K
$3.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.12K+ 4.57% |
$81.5K - $90.9K
|
48.7K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.11K+ 4.07% |
$81K - $90.4K
|
54.1K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.11K+ 30.81% |
$81K - $90.4K
|
8.96K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.02K+ 15.1% |
$77.5K - $86.5K
|
15.4K
$617K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01K+ 1.24% |
$77K - $85.9K
|
164K
$6.58M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.99K+ 5.37% |
$76.5K - $85.3K
|
39.1K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 5.09% |
$75.9K - $84.7K
|
40.8K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.93K+ 68.1% |
$73.9K - $82.5K
|
4.75K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.88K+ 474.24% |
$72.1K - $80.4K
|
2.27K
$91.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.86K+ 1.31% |
$71.4K - $79.6K
|
144K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 2.14% |
$70.8K - $79K
|
88K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.8K+ 11.12% |
$69K - $77K
|
18K
$720K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 10.34% |
$68.6K - $76.5K
|
19.1K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.91% |
$68.2K - $76.1K
|
62.9K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.75K+ 1.55% |
$67.1K - $74.8K
|
114K
$4.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.74KNew |
$66.8K - $74.6K
|
1.74K
$69.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.73K+ 0.66% |
$66.3K - $74K
|
265K
$10.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 27.81% |
$64.7K - $72.2K
|
7.75K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.23% |
$64.6K - $72.1K
|
139K
$5.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.66KNew |
$63.7K - $71.1K
|
1.66K
$66.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.64K+ 3.4% |
$62.9K - $70.1K
|
49.8K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.62K+ 8.57% |
$62.2K - $69.4K
|
20.5K
$823K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.57KNew |
$60.4K - $67.4K
|
1.57K
$63K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.56K+ 13.81% |
$59.9K - $66.8K
|
12.9K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 3.39% |
$58.3K - $65.1K
|
46.3K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.5K+ 2.06% |
$57.7K - $64.4K
|
74.5K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.5K+ 8.86% |
$57.6K - $64.2K
|
18.4K
$739K
|