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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.25K+ 6.27% |
$42K - $45.5K
|
21.2K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.2KNew |
$40.6K - $43.9K
|
1.2K
$46.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11New |
$371 - $401
|
11
$426
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
729+ 4.94% |
$24.6K - $26.6K
|
15.5K
$600K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
15.5KNew |
$523K - $566K
|
15.5K
$601K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27New |
$910 - $985
|
27
$1.05K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 135.04% |
$468K - $507K
|
24.2K
$937K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-45- 0.76% |
$1.52K - $1.64K
|
5.88K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.6K- 18.47% |
$53.9K - $58.4K
|
7.06K
$274K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30+ 6.67% |
$1.01K - $1.09K
|
480
$18.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.2KNew |
$276K - $299K
|
8.2K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 25.31% |
$174K - $188K
|
15.2K
$590K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$33.7 - $36.5
|
0
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-260- 87.54% |
$8.76K - $9.48K
|
37
$1.43K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.27K- 9.93% |
$76.5K - $82.9K
|
20.6K
$798K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
148New |
$4.99K - $5.4K
|
148
$5.73K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
748New |
$24.1K - $26.5K
|
748
$29K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
519New |
$16.7K - $18.4K
|
519
$20.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.14KNew |
$198K - $218K
|
6.14K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
29.2K+ 303.65% |
$940K - $1.03M
|
38.8K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
334K+ 4278.85% |
$10.8M - $11.8M
|
342K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.7KNew |
$216K - $237K
|
6.7K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
239New |
$7.71K - $8.47K
|
239
$9.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.54% |
$64.5 - $70.9
|
132
$5.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-61- 31.77% |
$1.97K - $2.16K
|
131
$5.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.52KNew |
$210K - $231K
|
6.52K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
196New |
$6.32K - $6.95K
|
196
$7.59K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.5KNew |
$532K - $585K
|
16.5K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
83New |
$2.68K - $2.94K
|
83
$3.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
29KNew |
$936K - $1.03M
|
29K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53- 25.36% |
$1.71K - $1.88K
|
156
$6.04K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.68K+ 1.58% |
$86.5K - $95.1K
|
173K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-9.64K- 73.08% |
$311K - $342K
|
3.55K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9New |
$290 - $319
|
9
$349
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.67KNew |
$183K - $201K
|
5.67K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.8KNew |
$187K - $206K
|
5.8K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.11K- 49.53% |
$100K - $110K
|
3.17K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10KNew |
$323K - $355K
|
10K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-8.76K- 17.64% |
$283K - $311K
|
40.9K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$370K - $407K
|
11.5K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
36.6KNew |
$1.18M - $1.3M
|
36.6K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
448New |
$14.5K - $15.9K
|
448
$17.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.1KNew |
$551K - $605K
|
17.1K
$661K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
95.3KNew |
$3.07M - $3.38M
|
95.3K
$3.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.64K- 29.43% |
$85.3K - $93.7K
|
6.34K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
166New |
$5.36K - $5.89K
|
166
$6.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$378K - $416K
|
11.7K
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.6K- 50.0% |
$83.8K - $92.1K
|
2.6K
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.54KNew |
$211K - $232K
|
6.54K
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
62.9K+ 12.36% |
$2.03M - $2.23M
|
572K
$22.1M
|
|