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 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.42K+ 57.54% |
$159K - $184K
|
12.1K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.38K+ 12.61% |
$158K - $182K
|
39.1K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.19K+ 5.53% |
$151K - $175K
|
80.1K
$3.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.18K+ 0.9% |
$151K - $174K
|
468K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.12K+ 73.03% |
$148K - $172K
|
9.75K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.1K+ 1.08% |
$148K - $171K
|
385K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.05K+ 6.69% |
$146K - $169K
|
64.6K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.01K+ 11.66% |
$144K - $167K
|
38.4K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4KNew |
$144K - $167K
|
4K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.96K+ 5.33% |
$143K - $165K
|
78.1K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.92K+ 2.48% |
$141K - $163K
|
162K
$6.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.84K+ 9.68% |
$138K - $160K
|
43.5K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.82K+ 16.37% |
$138K - $159K
|
27.1K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.8K+ 59.24% |
$137K - $158K
|
10.2K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.78K+ 1.62% |
$136K - $158K
|
237K
$9.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.71K+ 6.9% |
$134K - $155K
|
57.5K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.64K+ 4.96% |
$131K - $152K
|
77K
$3.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.59K+ 1.65% |
$129K - $150K
|
222K
$8.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.45K+ 1.64% |
$124K - $144K
|
214K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
3.23K+ 35.69% |
$116K - $135K
|
12.3K
$489K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.22K+ 10.02% |
$116K - $134K
|
35.3K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.18K+ 5.5% |
$115K - $133K
|
61.1K
$2.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.15K+ 6.39% |
$114K - $131K
|
52.5K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 1.58% |
$112K - $130K
|
201K
$8.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.11K+ 14.94% |
$112K - $130K
|
23.9K
$954K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.1K+ 0.7% |
$112K - $129K
|
446K
$17.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.07K+ 37.92% |
$111K - $128K
|
11.2K
$445K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
3.07K+ 5.37% |
$111K - $128K
|
60.2K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
3.07K+ 2.59% |
$110K - $128K
|
122K
$4.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.82K+ 2.28% |
$101K - $117K
|
126K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 6.9% |
$97.2K - $112K
|
41.8K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.69KNew |
$97K - $112K
|
2.69K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.6K+ 36.56% |
$93.7K - $108K
|
9.72K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.57K+ 18.74% |
$92.7K - $107K
|
16.3K
$650K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.48K+ 0.64% |
$89.3K - $103K
|
393K
$15.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.46K+ 14.75% |
$88.4K - $102K
|
19.1K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.41K+ 5.13% |
$86.7K - $100K
|
49.3K
$1.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.37K+ 5.68% |
$85.3K - $98.7K
|
44.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.35K+ 1.68% |
$84.6K - $97.9K
|
142K
$5.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.32K+ 13.8% |
$83.6K - $96.7K
|
19.1K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.23K+ 2.87% |
$80.4K - $93K
|
79.8K
$3.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.19K+ 583.24% |
$79K - $91.4K
|
2.57K
$102K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.19K+ 2.06% |
$78.8K - $91.2K
|
109K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.17K+ 10.97% |
$78.1K - $90.4K
|
21.9K
$875K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 24.52% |
$77.2K - $89.3K
|
10.9K
$434K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.06K+ 1.31% |
$74.3K - $85.9K
|
159K
$6.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.03K+ 2.56% |
$73.1K - $84.6K
|
81.3K
$3.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.03K+ 0.23% |
$72.9K - $84.4K
|
894K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2K+ 3.52% |
$72.1K - $83.5K
|
58.9K
$2.35M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.95K+ 10.27% |
$70.2K - $81.3K
|
20.9K
$835K
|