Purchases and Sales Made in Q4 2024 in Spdr Ser Tr Spdr S&P Metals & (XME)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Metals & (XME) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P METALS & .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
465+ 4.03% |
$26.2K - $32.5K
|
12K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
444+ 14.1% |
$25K - $31K
|
3.59K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
404+ 7.84% |
$22.7K - $28.2K
|
5.55K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
400New |
$22.5K - $28K
|
400
$23.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
355+ 1.21% |
$20K - $24.8K
|
29.7K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
336New |
$18.9K - $23.5K
|
336
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
315New |
$17.7K - $22K
|
315
$18.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
277+ 0.69% |
$15.6K - $19.4K
|
40.5K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
259New |
$14.6K - $18.1K
|
259
$15.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
252New |
$14.2K - $17.6K
|
252
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250+ 15.47% |
$14.1K - $17.5K
|
1.87K
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
248+ 35.43% |
$14K - $17.3K
|
948
$55.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
233+ 0.7% |
$13.1K - $16.3K
|
33.3K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
173New |
$9.73K - $12.1K
|
173
$10.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
150New |
$8.44K - $10.5K
|
150
$8.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
144New |
$8.1K - $10.1K
|
144
$8.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
133+ 4.33% |
$7.48K - $9.3K
|
3.2K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
118+ 1.91% |
$6.64K - $8.25K
|
6.3K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
115+ 2.49% |
$6.47K - $8.04K
|
4.74K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110+ 0.06% |
$6.19K - $7.69K
|
193K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104+ 100.97% |
$5.85K - $7.27K
|
207
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
86+ 4.69% |
$4.84K - $6.01K
|
1.92K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
78New |
$4.39K - $5.45K
|
78
$4.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 7.18% |
$4.16K - $5.17K
|
1.11K
$64.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
73+ 15.47% |
$4.11K - $5.1K
|
545
$32K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70New |
$3.94K - $4.89K
|
70
$4.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
47New |
$2.64K - $3.28K
|
47
$2.76K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
45+ 0.45% |
$2.53K - $3.15K
|
10.1K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
35+ 1.66% |
$1.97K - $2.45K
|
2.15K
$126K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
26New |
$1.46K - $1.82K
|
26
$1.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25New |
$1.41K - $1.75K
|
25
$1.47K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16New |
$900 - $1.12K
|
16
$938
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.11% |
$844 - $1.05K
|
13.4K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14+ 0.06% |
$788 - $978
|
24K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 20.0% |
$563 - $699
|
60
$3.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8New |
$450 - $559
|
8
$469
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.04% |
$281 - $349
|
11.5K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$56.3 - $69.9
|
1.08K
$63.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$56.3 - $69.9
|
379
$22.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$56.3 - $69.9
|
478
$28K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3- 0.58% |
$169 - $210
|
510
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.08% |
$281 - $349
|
6.35K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-44- 0.35% |
$2.48K - $3.08K
|
12.7K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-69- 0.24% |
$3.88K - $4.82K
|
28.9K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-70- 4.05% |
$3.94K - $4.89K
|
1.66K
$97.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-75- 0.08% |
$4.22K - $5.24K
|
91.7K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-104- 2.65% |
$5.85K - $7.27K
|
3.82K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-137- 3.9% |
$7.71K - $9.57K
|
3.38K
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-145- 1.12% |
$8.16K - $10.1K
|
12.8K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-149- 0.63% |
$8.38K - $10.4K
|
23.5K
$1.38M
|