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 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
709New |
$27.2K - $30.4K
|
709
$29K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
702+ 2.51% |
$26.9K - $30.1K
|
28.7K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
685+ 0.95% |
$26.3K - $29.3K
|
72.7K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
677New |
$26K - $29K
|
677
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
676+ 0.92% |
$25.9K - $28.9K
|
73.8K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
669+ 3.66% |
$25.7K - $28.6K
|
19K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
668+ 1.37% |
$25.6K - $28.6K
|
49.5K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
665New |
$25.5K - $28.5K
|
665
$27.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
661+ 6.81% |
$25.4K - $28.3K
|
10.4K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
660+ 4.34% |
$25.3K - $28.3K
|
15.9K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
649+ 19.93% |
$24.9K - $27.8K
|
3.91K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
649+ 10.53% |
$24.9K - $27.8K
|
6.82K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
648New |
$24.9K - $27.7K
|
648
$26.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
629+ 4.02% |
$24.1K - $26.9K
|
16.3K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
627+ 9.19% |
$24.1K - $26.8K
|
7.45K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
610+ 0.77% |
$23.4K - $26.1K
|
80K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
609+ 0.79% |
$23.4K - $26.1K
|
78.2K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
602+ 0.89% |
$23.1K - $25.8K
|
68.2K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
602+ 5.09% |
$23.1K - $25.8K
|
12.4K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
587+ 2.92% |
$22.5K - $25.1K
|
20.7K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
567+ 1.5% |
$21.8K - $24.3K
|
38.4K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
566+ 9.17% |
$21.7K - $24.2K
|
6.74K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
549New |
$21.1K - $23.5K
|
549
$22.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
535+ 4.36% |
$20.5K - $22.9K
|
12.8K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
533+ 4.76% |
$20.5K - $22.8K
|
11.7K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
531+ 7.09% |
$20.4K - $22.7K
|
8.02K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
519+ 6.78% |
$19.9K - $22.2K
|
8.17K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
516+ 0.57% |
$19.8K - $22.1K
|
91.1K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
477+ 3.04% |
$18.3K - $20.4K
|
16.1K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
468+ 6.43% |
$18K - $20K
|
7.74K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
459+ 2.13% |
$17.6K - $19.7K
|
22K
$901K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
450New |
$17.3K - $19.3K
|
450
$18.4K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
417+ 3.61% |
$16K - $17.9K
|
12K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
407+ 4.46% |
$15.6K - $17.4K
|
9.54K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
389+ 5.53% |
$14.9K - $16.7K
|
7.43K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357New |
$13.7K - $15.3K
|
357
$14.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
336New |
$12.9K - $14.4K
|
336
$13.7K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
335+ 1.6% |
$12.9K - $14.3K
|
21.3K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
335+ 2.61% |
$12.9K - $14.3K
|
13.2K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
330+ 1.12% |
$12.7K - $14.1K
|
29.9K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
330+ 1.79% |
$12.7K - $14.1K
|
18.7K
$766K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
319+ 1.61% |
$12.2K - $13.7K
|
20.2K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
316+ 12.3% |
$12.1K - $13.5K
|
2.89K
$118K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
312+ 0.68% |
$12K - $13.4K
|
46.4K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
299+ 2.56% |
$11.5K - $12.8K
|
12K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
295+ 0.2% |
$11.3K - $12.6K
|
150K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
295+ 3.74% |
$11.3K - $12.6K
|
8.18K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
247+ 1.04% |
$9.48K - $10.6K
|
24K
$980K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
237+ 63.37% |
$9.09K - $10.1K
|
611
$25K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 1.9% |
$8.75K - $9.76K
|
12.2K
$499K
|