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 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.5K+ 10.48% |
$1.6M - $1.85M
|
469K
$18.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
43K+ 605.88% |
$1.55M - $1.79M
|
50.1K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.5K+ 2.01% |
$1.49M - $1.73M
|
2.1M
$83.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41.3KNew |
$1.49M - $1.72M
|
41.3K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
39.7K+ 32.21% |
$1.43M - $1.65M
|
163K
$6.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38.1K+ 10.33% |
$1.37M - $1.59M
|
407K
$16.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
37.1KNew |
$1.34M - $1.55M
|
37.1K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.9K+ 42.06% |
$1.29M - $1.5M
|
121K
$4.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
32.8K+ 20.2% |
$1.18M - $1.37M
|
195K
$7.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
32.7K+ 118.07% |
$1.18M - $1.36M
|
60.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
31.8KNew |
$1.14M - $1.32M
|
31.8K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
31.6K+ 7.75% |
$1.14M - $1.32M
|
439K
$17.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31.5K+ 7.47% |
$1.14M - $1.31M
|
454K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30K+ 7.19% |
$1.08M - $1.25M
|
448K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.9K+ 593.25% |
$1.04M - $1.21M
|
33.8K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27K+ 15.36% |
$973K - $1.13M
|
203K
$8.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27K+ 23.83% |
$973K - $1.13M
|
140K
$5.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26.1K+ 19.95% |
$941K - $1.09M
|
157K
$6.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 236.64% |
$914K - $1.06M
|
36.1K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.2K+ 4.64% |
$909K - $1.05M
|
569K
$22.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.2K+ 192.25% |
$907K - $1.05M
|
38.3K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.1K+ 4.7% |
$903K - $1.04M
|
559K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$897K - $1.04M
|
24.9K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.6KNew |
$887K - $1.03M
|
24.6K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
24.2K+ 2.12% |
$871K - $1.01M
|
1.17M
$46.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.1K+ 18.62% |
$795K - $920K
|
141K
$5.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
21.6K+ 15.89% |
$779K - $902K
|
158K
$6.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 3.07% |
$768K - $888K
|
715K
$28.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
21.3K+ 6.06% |
$767K - $888K
|
373K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 8.88% |
$761K - $880K
|
259K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20.6K+ 120.36% |
$744K - $860K
|
37.8K
$1.51M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.6K+ 143.42% |
$743K - $860K
|
35K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.6KNew |
$741K - $857K
|
20.6K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.6KNew |
$741K - $857K
|
20.6K
$820K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.4K+ 3.62% |
$734K - $849K
|
582K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
20.3K+ 29.58% |
$731K - $846K
|
89K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.1K+ 104.9% |
$724K - $838K
|
39.3K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
20K+ 17.51% |
$719K - $832K
|
134K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7KNew |
$711K - $822K
|
19.7K
$786K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
19.5KNew |
$702K - $812K
|
19.5K
$777K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4K+ 3.13% |
$698K - $807K
|
638K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.9KNew |
$681K - $788K
|
18.9K
$754K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.9K+ 13.5% |
$680K - $787K
|
159K
$6.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18.8KNew |
$677K - $784K
|
18.8K
$750K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
18.7K+ 5.8% |
$674K - $780K
|
341K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18.7KNew |
$674K - $780K
|
18.7K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18.6KNew |
$670K - $775K
|
18.6K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.3K+ 13.64% |
$660K - $764K
|
153K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
18.3KNew |
$659K - $762K
|
18.3K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
17.9KNew |
$644K - $745K
|
17.9K
$713K
|