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 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
649+ 19.93% |
$24.9K - $27.8K
|
3.91K
$157K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
649+ 10.53% |
$24.9K - $27.8K
|
6.82K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
648New |
$24.9K - $27.7K
|
648
$26K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
629+ 4.02% |
$24.1K - $26.9K
|
16.3K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
627+ 9.19% |
$24.1K - $26.8K
|
7.45K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
610+ 0.77% |
$23.4K - $26.1K
|
80K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
609+ 0.79% |
$23.4K - $26.1K
|
78.2K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
602+ 5.09% |
$23.1K - $25.8K
|
12.4K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
602+ 0.89% |
$23.1K - $25.8K
|
68.2K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
587+ 2.92% |
$22.5K - $25.1K
|
20.7K
$830K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
567+ 1.5% |
$21.8K - $24.3K
|
38.4K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
566+ 9.17% |
$21.7K - $24.2K
|
6.74K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
549New |
$21.1K - $23.5K
|
549
$22K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
535+ 4.36% |
$20.5K - $22.9K
|
12.8K
$514K
|
|
|
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
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
531+ 7.09% |
$20.4K - $22.7K
|
8.02K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
519+ 6.78% |
$19.9K - $22.2K
|
8.17K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
516+ 0.57% |
$19.8K - $22.1K
|
91.1K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
477+ 3.04% |
$18.3K - $20.4K
|
16.1K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
468+ 6.43% |
$18K - $20K
|
7.74K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
459+ 2.13% |
$17.6K - $19.7K
|
22K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
417+ 3.61% |
$16K - $17.9K
|
12K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
407+ 4.46% |
$15.6K - $17.4K
|
9.54K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
389+ 5.53% |
$14.9K - $16.7K
|
7.43K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357New |
$13.7K - $15.3K
|
357
$14.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
336New |
$12.9K - $14.4K
|
336
$13.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
335+ 2.61% |
$12.9K - $14.3K
|
13.2K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
335+ 1.6% |
$12.9K - $14.3K
|
21.3K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
330+ 1.12% |
$12.7K - $14.1K
|
29.9K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
330+ 1.79% |
$12.7K - $14.1K
|
18.7K
$751K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
319+ 1.61% |
$12.2K - $13.7K
|
20.2K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
316+ 12.3% |
$12.1K - $13.5K
|
2.89K
$116K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
312+ 0.68% |
$12K - $13.4K
|
46.4K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
299+ 2.56% |
$11.5K - $12.8K
|
12K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
295+ 0.2% |
$11.3K - $12.6K
|
150K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
295+ 3.74% |
$11.3K - $12.6K
|
8.18K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
247+ 1.04% |
$9.48K - $10.6K
|
24K
$961K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
237+ 63.37% |
$9.09K - $10.1K
|
611
$24.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 1.9% |
$8.75K - $9.76K
|
12.2K
$490K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
206+ 3.66% |
$7.9K - $8.82K
|
5.84K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
190+ 0.91% |
$7.29K - $8.14K
|
21.1K
$845K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
172+ 1.84% |
$6.6K - $7.37K
|
9.51K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
171+ 0.16% |
$6.56K - $7.32K
|
104K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
167New |
$6.41K - $7.15K
|
167
$6.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
155+ 1.84% |
$5.95K - $6.64K
|
8.56K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
152+ 0.91% |
$5.83K - $6.51K
|
16.8K
$672K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
152+ 1.41% |
$5.83K - $6.51K
|
11K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 0.49% |
$5.72K - $6.38K
|
30.6K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
140+ 2.1% |
$5.37K - $5.99K
|
6.8K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
133+ 0.61% |
$5.1K - $5.7K
|
22.1K
$885K
|