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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.19K- 8.28% |
$42.9K - $49.6K
|
13.2K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.2K- 17.83% |
$43K - $49.8K
|
5.51K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 1.83% |
$43.3K - $50.1K
|
64.6K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.21K- 2.32% |
$43.4K - $50.3K
|
50.8K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 1.16% |
$44.1K - $51K
|
104K
$4.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.3K- 1.12% |
$46.8K - $54.1K
|
114K
$4.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.35K- 9.53% |
$48.6K - $56.3K
|
12.8K
$511K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.45K- 6.4% |
$52.1K - $60.3K
|
21.2K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.5K- 1.99% |
$53.9K - $62.4K
|
73.6K
$2.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 11.19% |
$54.1K - $62.6K
|
11.9K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.52K- 9.23% |
$54.8K - $63.4K
|
15K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.52K- 4.41% |
$54.9K - $63.5K
|
33K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.55K- 0.46% |
$55.8K - $64.6K
|
333K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.64K- 13.08% |
$59K - $68.3K
|
10.9K
$434K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.66K- 6.42% |
$59.8K - $69.2K
|
24.2K
$964K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 0.11% |
$61.3K - $70.9K
|
1.57M
$62.7M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.7K- 0.25% |
$61.3K - $70.9K
|
669K
$26.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.75K- 6.02% |
$62.9K - $72.8K
|
27.3K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.76K- 2.48% |
$63.5K - $73.5K
|
69.4K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.77K- 13.18% |
$63.9K - $73.9K
|
11.7K
$466K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 10.7% |
$65.9K - $76.3K
|
15.3K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 2.61% |
$66.5K - $76.9K
|
69K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2K- 16.26% |
$71.9K - $83.2K
|
10.3K
$410K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 11.26% |
$76K - $87.9K
|
16.6K
$662K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.12K- 3.86% |
$76.2K - $88.2K
|
52.7K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.13K- 0.84% |
$76.7K - $88.7K
|
250K
$9.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 2.06% |
$77.1K - $89.2K
|
102K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.36K- 31.34% |
$84.9K - $98.3K
|
5.17K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.4K- 2.13% |
$86.4K - $100K
|
110K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.47K- 2.48% |
$88.9K - $103K
|
97K
$3.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.49K- 35.95% |
$89.5K - $104K
|
4.43K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.49K- 19.85% |
$89.8K - $104K
|
10.1K
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 1.9% |
$90.6K - $105K
|
130K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.53K- 22.3% |
$91K - $105K
|
8.8K
$351K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.56K- 14.96% |
$92.3K - $107K
|
14.6K
$581K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.63K- 2.0% |
$94.6K - $109K
|
128K
$5.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.04K- 0.56% |
$110K - $127K
|
541K
$21.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.07K- 6.4% |
$111K - $128K
|
44.9K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.09K- 0.81% |
$111K - $129K
|
379K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-3.2K- 3.2% |
$115K - $133K
|
96.7K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.21K- 24.02% |
$116K - $134K
|
10.1K
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.22K- 7.04% |
$116K - $134K
|
42.4K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.23K- 29.51% |
$116K - $135K
|
7.72K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-3.26K- 1.22% |
$117K - $136K
|
263K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.31K- 3.2% |
$119K - $138K
|
100K
$3.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.33K- 22.2% |
$120K - $139K
|
11.7K
$464K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.37K- 40.47% |
$121K - $140K
|
4.95K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.4K- 4.57% |
$123K - $142K
|
71K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.43K- 7.64% |
$123K - $143K
|
41.4K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.46K- 7.67% |
$124K - $144K
|
41.6K
$1.66M
|