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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.4KNew |
$627K - $726K
|
17.4K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 25.45% |
$625K - $723K
|
85.5K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 1.41% |
$623K - $721K
|
1.24M
$49.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.1K+ 8.45% |
$617K - $714K
|
220K
$8.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
16.9KNew |
$608K - $704K
|
16.9K
$673K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15.9K+ 2.34% |
$572K - $662K
|
696K
$27.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 5.99% |
$559K - $647K
|
275K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.3K+ 18.96% |
$516K - $597K
|
89.8K
$3.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14.3K+ 8.13% |
$515K - $596K
|
190K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 3.62% |
$511K - $591K
|
406K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1KNew |
$508K - $588K
|
14.1K
$562K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.1K+ 7.65% |
$506K - $586K
|
198K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 1.41% |
$492K - $569K
|
983K
$39.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
13.6K+ 14.17% |
$490K - $567K
|
110K
$4.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.1K+ 18.9% |
$473K - $548K
|
82.6K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.9K+ 4.64% |
$466K - $539K
|
292K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12.7K+ 1.58% |
$459K - $531K
|
819K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.4K+ 2.2% |
$445K - $515K
|
575K
$22.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 3.55% |
$442K - $512K
|
358K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
12.2K+ 29.01% |
$438K - $507K
|
54.1K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
12.1K+ 8.02% |
$436K - $504K
|
163K
$6.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.1K+ 8.16% |
$435K - $503K
|
160K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12KNew |
$434K - $502K
|
12K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.9KNew |
$428K - $495K
|
11.9K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8K+ 1106.0% |
$425K - $492K
|
12.9K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.5K+ 34.85% |
$415K - $480K
|
44.5K
$1.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.4K+ 8.53% |
$409K - $474K
|
145K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
11.1KNew |
$400K - $463K
|
11.1K
$443K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11K+ 59.48% |
$397K - $459K
|
29.5K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
11KNew |
$396K - $459K
|
11K
$439K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.8KNew |
$390K - $451K
|
10.8K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$381K - $440K
|
10.6K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.5KNew |
$378K - $438K
|
10.5K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.3K+ 8.4% |
$370K - $428K
|
133K
$5.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$370K - $428K
|
10.3K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1K+ 7.71% |
$363K - $421K
|
141K
$5.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.89K+ 12.67% |
$356K - $412K
|
87.9K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.79KNew |
$353K - $408K
|
9.79K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.72K+ 6.03% |
$350K - $405K
|
171K
$6.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
9.69K+ 5.44% |
$349K - $404K
|
188K
$7.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9.56K+ 6.98% |
$344K - $399K
|
147K
$5.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
9.47K+ 25.67% |
$341K - $395K
|
46.4K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
9.4KNew |
$338K - $392K
|
9.4K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.32K+ 5.83% |
$336K - $389K
|
169K
$6.74M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.96K+ 4.39% |
$323K - $374K
|
213K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.88KNew |
$320K - $370K
|
8.88K
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.82K+ 16.31% |
$318K - $368K
|
62.9K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.74K+ 4.87% |
$315K - $364K
|
188K
$7.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.54K+ 8.22% |
$308K - $356K
|
112K
$4.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.51K+ 9.36% |
$307K - $355K
|
99.4K
$3.96M
|