Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
591K+ 10.37% |
$21.3M - $24.6M
|
6.29M
$251M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
476K+ 5.2% |
$17.2M - $19.9M
|
9.64M
$384M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
446K+ 101.68% |
$16.1M - $18.6M
|
885K
$35.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
401K+ 2.22% |
$14.5M - $16.7M
|
18.5M
$736M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
389K+ 15.05% |
$14M - $16.2M
|
2.97M
$118M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
380K+ 22.86% |
$13.7M - $15.8M
|
2.04M
$81.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
321KNew |
$11.6M - $13.4M
|
321K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312K+ 40.5% |
$11.2M - $13M
|
1.08M
$43.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
293KNew |
$10.6M - $12.2M
|
293K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
270K+ 5.41% |
$9.74M - $11.3M
|
5.27M
$210M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
238KNew |
$8.58M - $9.93M
|
238K
$9.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
231KNew |
$8.32M - $9.62M
|
231K
$9.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
205K+ 10.21% |
$7.38M - $8.54M
|
2.21M
$88.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
199K+ 1018.7% |
$7.18M - $8.31M
|
219K
$8.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
194KNew |
$6.99M - $8.08M
|
194K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
180K+ 124.2% |
$6.5M - $7.52M
|
326K
$13M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
168KNew |
$6.05M - $7M
|
168K
$6.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
154K+ 52.36% |
$5.53M - $6.4M
|
447K
$17.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
149K+ 85.61% |
$5.38M - $6.23M
|
324K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
148K+ 2.85% |
$5.32M - $6.15M
|
5.33M
$212M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137K+ 4.63% |
$4.95M - $5.73M
|
3.11M
$124M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
134K+ 13.87% |
$4.81M - $5.57M
|
1.1M
$43.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
132K+ 6.53% |
$4.75M - $5.5M
|
2.15M
$85.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
121K+ 65.82% |
$4.37M - $5.05M
|
305K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
106K+ 24.51% |
$3.83M - $4.43M
|
540K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
98.9KNew |
$3.56M - $4.12M
|
98.9K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
92.5K+ 21.97% |
$3.33M - $3.86M
|
514K
$20.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
89.9K+ 5.66% |
$3.24M - $3.75M
|
1.68M
$66.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
89.1K+ 5.81% |
$3.21M - $3.71M
|
1.62M
$64.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
83K+ 992.09% |
$2.99M - $3.46M
|
91.4K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
72KNew |
$2.59M - $3M
|
72K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71.5K+ 61.97% |
$2.58M - $2.98M
|
187K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
71.1K+ 13.83% |
$2.56M - $2.96M
|
585K
$23.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
68.8K+ 155.81% |
$2.48M - $2.87M
|
113K
$4.5M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
67.9KNew |
$2.44M - $2.83M
|
67.9K
$2.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
67.2K+ 1.08% |
$2.42M - $2.8M
|
6.3M
$251M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
64.6K+ 3.74% |
$2.33M - $2.69M
|
1.79M
$71.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
62.2KNew |
$2.24M - $2.59M
|
62.2K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
62.1KNew |
$2.24M - $2.59M
|
62.1K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.1K+ 11.33% |
$2.13M - $2.46M
|
581K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
58.8K+ 32.09% |
$2.12M - $2.45M
|
242K
$9.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58.8K+ 10.18% |
$2.12M - $2.45M
|
637K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
54.2K+ 186.72% |
$1.95M - $2.26M
|
83.2K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
54KNew |
$1.95M - $2.25M
|
54K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
50.8K+ 16.28% |
$1.83M - $2.12M
|
363K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 34.53% |
$1.83M - $2.11M
|
197K
$7.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 3.14% |
$1.79M - $2.07M
|
1.63M
$64.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.9K+ 26.21% |
$1.76M - $2.04M
|
236K
$9.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48.2KNew |
$1.73M - $2.01M
|
48.2K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
46.5K+ 21.9% |
$1.67M - $1.94M
|
259K
$10.3M
|