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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
206+ 3.66% |
$7.9K - $8.82K
|
5.84K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
190+ 0.91% |
$7.29K - $8.14K
|
21.1K
$862K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
172+ 1.84% |
$6.6K - $7.37K
|
9.51K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
171+ 0.16% |
$6.56K - $7.32K
|
104K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
167New |
$6.41K - $7.15K
|
167
$6.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
155+ 1.84% |
$5.95K - $6.64K
|
8.56K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
152+ 0.91% |
$5.83K - $6.51K
|
16.8K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
152+ 1.41% |
$5.83K - $6.51K
|
11K
$448K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 0.49% |
$5.72K - $6.38K
|
30.6K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
140+ 2.1% |
$5.37K - $5.99K
|
6.8K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
133+ 0.61% |
$5.1K - $5.7K
|
22.1K
$902K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
129+ 1.61% |
$4.95K - $5.52K
|
8.14K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
125+ 0.17% |
$4.8K - $5.35K
|
73.7K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
121New |
$4.64K - $5.18K
|
121
$4.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
113+ 0.77% |
$4.34K - $4.84K
|
14.7K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
108New |
$4.14K - $4.62K
|
108
$4.42K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
106+ 0.36% |
$4.07K - $4.54K
|
29.7K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
106New |
$4.07K - $4.54K
|
106
$4.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
102+ 1.33% |
$3.91K - $4.37K
|
7.76K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
86+ 1.12% |
$3.3K - $3.68K
|
7.79K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
84+ 1.57% |
$3.22K - $3.6K
|
5.44K
$222K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
84+ 0.41% |
$3.22K - $3.6K
|
20.8K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
75+ 0.64% |
$2.88K - $3.21K
|
11.9K
$485K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
74+ 0.79% |
$2.84K - $3.17K
|
9.4K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70New |
$2.69K - $3K
|
70
$2.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
70New |
$2.69K - $3K
|
70
$2.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
67+ 2233.33% |
$2.57K - $2.87K
|
70
$2.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
59New |
$2.26K - $2.53K
|
59
$2.41K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
51New |
$1.96K - $2.18K
|
51
$2.08K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
50New |
$1.92K - $2.14K
|
50
$2.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.24% |
$1.77K - $1.97K
|
18.9K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
43+ 0.05% |
$1.65K - $1.84K
|
84.6K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
41New |
$1.57K - $1.76K
|
41
$1.68K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
41+ 1.34% |
$1.57K - $1.76K
|
3.1K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 22.52% |
$1.3K - $1.46K
|
185
$7.56K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33+ 0.42% |
$1.27K - $1.41K
|
7.94K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 0.59% |
$1.19K - $1.33K
|
5.32K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
27+ 0.49% |
$1.04K - $1.16K
|
5.55K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26+ 0.38% |
$998 - $1.11K
|
6.93K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
22New |
$844 - $942
|
22
$899
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
20+ 0.41% |
$767 - $856
|
4.87K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$767 - $856
|
20
$818
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
8New |
$307 - $343
|
8
$327
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$307 - $343
|
8.54K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
8+ 0.1% |
$307 - $343
|
8.22K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 2.66% |
$269 - $300
|
270
$11K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$192 - $214
|
622
$25.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.56% |
$153 - $171
|
261
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.5% |
$153 - $171
|
270
$11K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.44% |
$76.7 - $85.6
|
141
$5.76K
|