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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-305- 1.21% |
$11.7K - $13.1K
|
25K
$985K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.77K+ 60.09% |
$183K - $204K
|
12.7K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.71K+ 6.16% |
$104K - $116K
|
46.8K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-2.27K- 0.27% |
$87.1K - $97.2K
|
834K
$32.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-348- 4.29% |
$13.4K - $14.9K
|
7.77K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.48K- 21.09% |
$56.7K - $63.2K
|
5.53K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.25K+ 8.78% |
$278K - $311K
|
89.9K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-4.65K- 3.23% |
$178K - $199K
|
140K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.2K- 31.09% |
$506K - $565K
|
29.2K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-41.9K- 9.7% |
$1.61M - $1.79M
|
390K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.25% |
$38.4 - $42.8
|
400
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.38K- 3.18% |
$206K - $230K
|
164K
$6.46M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
121New |
$4.64K - $5.18K
|
121
$4.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.68K+ 23.87% |
$256K - $286K
|
34.7K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.2KNew |
$45.9K - $51.2K
|
1.2K
$47.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
898+ 1.26% |
$34.5K - $38.5K
|
72.4K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-770- 1.27% |
$29.5K - $33K
|
59.7K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.47K- 11.35% |
$94.9K - $106K
|
19.3K
$762K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.03K+ 32.24% |
$193K - $215K
|
20.6K
$813K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-583- 1.17% |
$22.4K - $25K
|
49.1K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9.79K+ 12.12% |
$376K - $419K
|
90.6K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
685+ 0.95% |
$26.3K - $29.3K
|
72.7K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
885+ 4.63% |
$34K - $37.9K
|
20K
$789K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.2K+ 35.54% |
$736K - $822K
|
73.2K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-778- 1.98% |
$29.9K - $33.3K
|
38.5K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
106+ 0.36% |
$4.07K - $4.54K
|
29.7K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.99K- 3.92% |
$115K - $128K
|
73.3K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.3KNew |
$549K - $613K
|
14.3K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-837- 6.76% |
$32.1K - $35.8K
|
11.5K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
928+ 12.29% |
$35.6K - $39.7K
|
8.48K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-506- 3.1% |
$19.4K - $21.7K
|
15.8K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
86+ 1.12% |
$3.3K - $3.68K
|
7.79K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-688- 6.53% |
$26.4K - $29.5K
|
9.85K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-244- 3.68% |
$9.36K - $10.4K
|
6.38K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
129+ 1.61% |
$4.95K - $5.52K
|
8.14K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 10.34% |
$68.6K - $76.5K
|
19.1K
$753K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-6.91K- 6.64% |
$265K - $296K
|
97.1K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$753K - $840K
|
19.6K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.35K+ 1.48% |
$90.1K - $101K
|
161K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.8K+ 193.28% |
$491K - $548K
|
19.4K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
627+ 9.19% |
$24.1K - $26.8K
|
7.45K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.3K- 1.52% |
$203K - $227K
|
343K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49.5K+ 11.07% |
$1.9M - $2.12M
|
496K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
8.13K+ 7.71% |
$312K - $348K
|
114K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-120- 1.03% |
$4.6K - $5.14K
|
11.5K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.99K- 1.31% |
$153K - $171K
|
301K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.2K+ 10.26% |
$928K - $1.04M
|
260K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29.5K- 40.82% |
$1.13M - $1.27M
|
42.8K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-896- 1.08% |
$34.4K - $38.4K
|
82.2K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.7K- 50.18% |
$948K - $1.06M
|
24.5K
$968K
|