Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 2.61% |
$66.5K - $76.9K
|
69K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.5K+ 2.01% |
$1.49M - $1.73M
|
2.1M
$81.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312K+ 40.5% |
$11.2M - $13M
|
1.08M
$41.9M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.55K- 35.99% |
$344K - $398K
|
17K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-118- 0.87% |
$4.25K - $4.92K
|
13.5K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-523- 36.32% |
$18.8K - $21.8K
|
917
$35.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.12K+ 73.03% |
$148K - $172K
|
9.75K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
250+ 1.02% |
$9.01K - $10.4K
|
24.7K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27.2K- 20.63% |
$979K - $1.13M
|
105K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 51.23% |
$9.01K - $10.4K
|
238
$9.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-41- 93.18% |
$1.48K - $1.71K
|
3
$116
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.5KNew |
$378K - $438K
|
10.5K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.36K+ 19.78% |
$49.1K - $56.8K
|
8.25K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30.7K- 17.75% |
$1.11M - $1.28M
|
142K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.77K- 34.64% |
$172K - $199K
|
9K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.43K- 7.64% |
$123K - $143K
|
41.4K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 1.83% |
$43.3K - $50.1K
|
64.6K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.1K+ 18.62% |
$795K - $920K
|
141K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 1.26% |
$9.26K - $10.7K
|
20.1K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.08KNew |
$183K - $212K
|
5.08K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$10.8K - $12.5K
|
300
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.9K+ 42.06% |
$1.29M - $1.5M
|
121K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-10- 0.44% |
$360 - $417
|
2.29K
$88.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.29KNew |
$190K - $220K
|
5.29K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-447- 3.49% |
$16.1K - $18.6K
|
12.4K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-45- 0.12% |
$1.62K - $1.88K
|
37.8K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6.29K- 52.38% |
$227K - $262K
|
5.72K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.07K+ 37.92% |
$111K - $128K
|
11.2K
$432K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.64K- 13.08% |
$59K - $68.3K
|
10.9K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.6K - $4.17K
|
100
$3.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.69KNew |
$97K - $112K
|
2.69K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7.45K- 19.99% |
$268K - $311K
|
29.8K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.8KNew |
$390K - $451K
|
10.8K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
476K+ 5.2% |
$17.2M - $19.9M
|
9.64M
$374M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-929- 8.22% |
$33.5K - $38.7K
|
10.4K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.31K- 3.2% |
$119K - $138K
|
100K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24New |
$864 - $1K
|
24
$930
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-329K- 35.77% |
$11.9M - $13.7M
|
591K
$22.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-25.3K- 34.18% |
$912K - $1.06M
|
48.7K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-163- 33.96% |
$5.87K - $6.79K
|
317
$12.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35+ 0.21% |
$1.26K - $1.46K
|
16.6K
$642K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
37.1KNew |
$1.34M - $1.55M
|
37.1K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
32.8K+ 20.2% |
$1.18M - $1.37M
|
195K
$7.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.4K+ 6.92% |
$231K - $267K
|
98.8K
$3.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-405- 14.56% |
$14.6K - $16.9K
|
2.38K
$92.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-22.4K- 42.41% |
$807K - $934K
|
30.4K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.44K- 0.8% |
$232K - $268K
|
802K
$31.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-12.1K- 1.92% |
$434K - $502K
|
614K
$23.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-187- 4.44% |
$6.74K - $7.79K
|
4.02K
$156K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.07K- 6.4% |
$111K - $128K
|
44.9K
$1.74M
|