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
|
National Bank Of Canada
|
BUY
|
- |
105+ 12.18% |
$3.78K - $4.38K
|
967
$38.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.6K - $4.17K
|
100
$3.99K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
94+ 1.4% |
$3.39K - $3.92K
|
6.82K
$272K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
89+ 4.96% |
$3.21K - $3.71K
|
1.88K
$75K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
89New |
$3.21K - $3.71K
|
89
$3.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
83+ 1.34% |
$2.99K - $3.46K
|
6.26K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
82+ 26.11% |
$2.95K - $3.42K
|
396
$15.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
75+ 0.59% |
$2.7K - $3.13K
|
12.9K
$513K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
72New |
$2.59K - $3K
|
72
$2.87K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
59+ 0.46% |
$2.13K - $2.46K
|
12.9K
$516K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
49+ 0.64% |
$1.76K - $2.04K
|
7.66K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 45.19% |
$1.69K - $1.96K
|
151
$6.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
47+ 0.4% |
$1.69K - $1.96K
|
11.8K
$472K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
43New |
$1.55K - $1.79K
|
43
$1.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 0.27% |
$1.3K - $1.5K
|
13.4K
$533K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35+ 0.21% |
$1.26K - $1.46K
|
16.6K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
30+ 0.03% |
$1.08K - $1.25K
|
100K
$4M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
26+ 0.33% |
$937 - $1.08K
|
7.88K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
26+ 0.25% |
$937 - $1.08K
|
10.4K
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24New |
$864 - $1K
|
24
$957
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$792 - $917
|
22
$877
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21New |
$756 - $875
|
21
$837
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$720 - $834
|
20
$797
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
19+ 0.22% |
$684 - $792
|
8.48K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 4.76% |
$360 - $417
|
220
$8.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.09% |
$216 - $250
|
6.85K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$36 - $41.7
|
9.65K
$385K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.77% |
$72 - $83.4
|
257
$10.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7- 0.06% |
$252 - $292
|
11.3K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-10- 0.44% |
$360 - $417
|
2.29K
$91.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$432 - $500
|
16.6K
$660K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.1% |
$468 - $542
|
12.4K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.05% |
$612 - $709
|
31.4K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 0.14% |
$828 - $959
|
15.9K
$632K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 12.56% |
$901 - $1.04K
|
174
$6.94K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 6.97% |
$1.01K - $1.17K
|
374
$14.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 15.38% |
$1.08K - $1.25K
|
165
$6.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-41- 93.18% |
$1.48K - $1.71K
|
3
$120
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41- 0.39% |
$1.48K - $1.71K
|
10.4K
$416K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-44- 0.05% |
$1.58K - $1.83K
|
86.1K
$3.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-45- 0.12% |
$1.62K - $1.88K
|
37.8K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 2.62% |
$1.62K - $1.88K
|
1.67K
$66.6K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-53- 0.26% |
$1.91K - $2.21K
|
20.5K
$819K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-55- 3.21% |
$1.98K - $2.29K
|
1.66K
$66K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-57- 0.69% |
$2.05K - $2.38K
|
8.21K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-60- 0.25% |
$2.16K - $2.5K
|
24.2K
$964K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-61- 0.56% |
$2.2K - $2.54K
|
10.8K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-61- 0.34% |
$2.2K - $2.54K
|
17.6K
$703K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-69- 0.63% |
$2.49K - $2.88K
|
10.9K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-70- 0.99% |
$2.52K - $2.92K
|
7K
$279K
|