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 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
53.2KNew |
$2.99M - $3.72M
|
53.2K
$3.15M
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
39.8K+ 104.89% |
$2.24M - $2.78M
|
77.8K
$4.61M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39.7KNew |
$2.24M - $2.78M
|
39.7K
$2.36M
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
37.4KNew |
$2.1M - $2.61M
|
37.4K
$2.22M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.7K+ 18.44% |
$2.06M - $2.56M
|
236K
$14M
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
25.7KNew |
$1.45M - $1.8M
|
25.7K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.6KNew |
$1.16M - $1.44M
|
20.6K
$1.22M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16.5K+ 366.41% |
$927K - $1.15M
|
21K
$1.24M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.3K+ 64.2% |
$919K - $1.14M
|
41.8K
$2.48M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11.8K+ 191.23% |
$666K - $827K
|
18K
$1.07M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.1K+ 23.64% |
$512K - $636K
|
47.6K
$2.82M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.52K+ 19.34% |
$479K - $595K
|
52.6K
$3.12M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.78K+ 113.82% |
$382K - $474K
|
12.7K
$755K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.75KNew |
$380K - $471K
|
6.75K
$400K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.94K+ 6.58% |
$278K - $346K
|
80.1K
$4.75M
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.57K+ 29.65% |
$257K - $319K
|
20K
$1.18M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.42K+ 109.72% |
$249K - $309K
|
8.46K
$501K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04K+ 13.16% |
$227K - $282K
|
34.7K
$2.06M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.73KNew |
$210K - $261K
|
3.73K
$221K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.66KNew |
$206K - $256K
|
3.66K
$217K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 6.87% |
$118K - $147K
|
32.7K
$1.94M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.67K+ 25.55% |
$93.9K - $117K
|
8.2K
$486K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.14K+ 0.92% |
$64.1K - $79.7K
|
124K
$7.38M
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.1K+ 0.11% |
$61.6K - $76.5K
|
969K
$57.4M
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
743+ 14.87% |
$41.8K - $51.9K
|
5.74K
$340K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
640+ 200.63% |
$36K - $44.7K
|
959
$56.9K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
545New |
$30.7K - $38.1K
|
545
$32.3K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
485+ 3.38% |
$27.3K - $33.9K
|
14.9K
$881K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
465+ 4.03% |
$26.2K - $32.5K
|
12K
$712K
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
404+ 7.84% |
$22.7K - $28.2K
|
5.55K
$329K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
355+ 1.21% |
$20K - $24.8K
|
29.7K
$1.76M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
336New |
$18.9K - $23.5K
|
336
$19.9K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
248+ 35.43% |
$14K - $17.3K
|
948
$56.2K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
173New |
$9.73K - $12.1K
|
173
$10.3K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
150New |
$8.44K - $10.5K
|
150
$8.9K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
144New |
$8.1K - $10.1K
|
144
$8.54K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
115+ 2.49% |
$6.47K - $8.04K
|
4.74K
$281K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104+ 100.97% |
$5.85K - $7.27K
|
207
$12.3K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70New |
$3.94K - $4.89K
|
70
$4.15K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
45+ 0.45% |
$2.53K - $3.15K
|
10.1K
$601K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16New |
$900 - $1.12K
|
16
$949
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 20.0% |
$563 - $699
|
60
$3.56K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$56.3 - $69.9
|
478
$28.3K
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-75- 0.08% |
$4.22K - $5.24K
|
91.7K
$5.44M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-137- 3.9% |
$7.71K - $9.57K
|
3.38K
$200K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-145- 1.12% |
$8.16K - $10.1K
|
12.8K
$756K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-295- 3.68% |
$16.6K - $20.6K
|
7.73K
$459K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 75.0% |
$16.9K - $21K
|
100
$5.93K
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-570- 0.72% |
$32.1K - $39.8K
|
78.5K
$4.66M
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-977- 1.13% |
$55K - $68.3K
|
85.2K
$5.05M
|