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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-51.1K- 17.45% |
$1.8M - $1.98M
|
242K
$9.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 7.09% |
$741 - $815
|
317
$12.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
721+ 24.86% |
$25.5K - $28K
|
3.62K
$140K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 22.85% |
$521K - $572K
|
79.3K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
578New |
$20.4K - $22.4K
|
578
$22.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.91K- 88.6% |
$138K - $152K
|
503
$19.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-45.1K- 9.25% |
$1.59M - $1.75M
|
443K
$17.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.37KNew |
$260K - $286K
|
7.37K
$285K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-41- 0.68% |
$1.45K - $1.59K
|
6.02K
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-389- 93.29% |
$13.7K - $15.1K
|
28
$1.08K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-26.9K- 97.78% |
$951K - $1.04M
|
611
$23.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-668- 13.89% |
$23.6K - $25.9K
|
4.14K
$160K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11+ 0.15% |
$388 - $427
|
7.46K
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-47- 0.64% |
$1.66K - $1.82K
|
7.32K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
9.55K+ 106.53% |
$337K - $371K
|
18.5K
$717K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.22K- 2.3% |
$43K - $47.3K
|
51.7K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.8KNew |
$487K - $535K
|
13.8K
$535K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
482New |
$17K - $18.7K
|
482
$18.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.29% |
$35.3 - $38.8
|
345
$13.4K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-33.4K- 13.19% |
$1.18M - $1.3M
|
220K
$8.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
304+ 3.35% |
$10.7K - $11.8K
|
9.37K
$363K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-104- 66.24% |
$3.67K - $4.03K
|
53
$2.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
418New |
$14.8K - $16.2K
|
418
$16.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.57% |
$35.3 - $38.8
|
27
$1.05K
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
503+ 1.41% |
$17.8K - $19.5K
|
36.1K
$1.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.81% |
$35.3 - $38.8
|
125
$4.84K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
932New |
$32.9K - $36.2K
|
932
$36.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.86K- 32.81% |
$65.5K - $72K
|
3.8K
$147K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.34K- 27.49% |
$45.1K - $48.8K
|
3.53K
$137K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-99- 22.45% |
$3.34K - $3.61K
|
342
$13.2K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6KNew |
$202K - $219K
|
6K
$232K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.86K+ 54.64% |
$164K - $177K
|
13.8K
$533K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84New |
$2.83K - $3.06K
|
84
$3.25K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72New |
$2.43K - $2.63K
|
72
$2.79K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.6K- 5.48% |
$155K - $168K
|
79.4K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.6K- 5.41% |
$155K - $168K
|
80.5K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-227- 31.75% |
$7.65K - $8.28K
|
488
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
20.1K+ 890.96% |
$677K - $733K
|
22.4K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-2.64K- 13.21% |
$88.8K - $96.1K
|
17.3K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.38K- 16.16% |
$46.5K - $50.3K
|
7.16K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-21.6K- 78.72% |
$727K - $787K
|
5.83K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.8KNew |
$94.3K - $102K
|
2.8K
$108K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
142K+ 17.7% |
$4.78M - $5.17M
|
943K
$36.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20K+ 13.81% |
$673K - $729K
|
165K
$6.38M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.71KNew |
$57.7K - $62.4K
|
1.71K
$66.3K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.9K+ 304.12% |
$871K - $943K
|
34.4K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 22.22% |
$67.4 - $72.9
|
11
$426
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.18K - $1.28K
|
35
$1.36K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
70+ 1.14% |
$2.36K - $2.55K
|
6.19K
$240K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$2.02K - $2.19K
|
60
$2.32K
|
|