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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
236New |
$7.84K - $8.44K
|
236
$9.14K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
938New |
$31.1K - $33.5K
|
938
$36.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.3KNew |
$673K - $725K
|
20.3K
$786K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22KNew |
$729K - $785K
|
22K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
15+ 0.09% |
$498 - $536
|
17.2K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-24.9K- 69.09% |
$825K - $888K
|
11.1K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.1KNew |
$1.1M - $1.18M
|
33.1K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.42K- 57.41% |
$280K - $301K
|
6.25K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.76K- 39.68% |
$224K - $242K
|
10.3K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$730 - $787
|
22
$852
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
425K+ 14.59% |
$14.1M - $15.2M
|
3.34M
$129M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 46.3% |
$9.13K - $9.83K
|
319
$12.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
34New |
$1.13K - $1.22K
|
34
$1.32K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
907+ 13.05% |
$30.1K - $32.4K
|
7.86K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
533New |
$17.7K - $19.1K
|
533
$20.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.83K+ 1.68% |
$127K - $137K
|
231K
$8.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
224+ 2.36% |
$7.44K - $8.01K
|
9.71K
$376K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
538New |
$17.9K - $19.2K
|
538
$20.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-26.5K- 54.79% |
$879K - $946K
|
21.8K
$846K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
323New |
$10.7K - $11.5K
|
323
$12.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
41.5K+ 0.98% |
$1.38M - $1.48M
|
4.27M
$166M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24K- 88.07% |
$798K - $860K
|
3.26K
$126K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.99K- 40.26% |
$199K - $214K
|
8.89K
$344K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.1% |
$66.4 - $71.5
|
2.03K
$78.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-390- 4.65% |
$12.9K - $13.9K
|
8K
$310K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-945- 0.58% |
$31.4K - $33.8K
|
163K
$6.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.15K- 49.25% |
$204K - $220K
|
6.34K
$245K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.2K+ 4.04% |
$437K - $471K
|
339K
$13.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 1.34% |
$133 - $143
|
303
$11.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
60+ 0.88% |
$1.99K - $2.15K
|
6.9K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
900+ 30.0% |
$29.9K - $32.2K
|
3.9K
$151K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2- 0.28% |
$66.4 - $71.5
|
717
$27.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.05KNew |
$101K - $109K
|
3.05K
$118K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-738- 10.19% |
$24.5K - $26.4K
|
6.51K
$252K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2- 6.45% |
$65 - $72.9
|
29
$1.12K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.9KClosed |
$94.1K - $105K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
51New |
$1.66K - $1.86K
|
51
$1.98K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
285New |
$9.26K - $10.4K
|
285
$11K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
13.2KNew |
$430K - $482K
|
13.2K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-177- 99.44% |
$5.75K - $6.45K
|
1
$38.7
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.3KNew |
$42.2K - $47.4K
|
1.3K
$50.3K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-69.6KClosed |
$2.26M - $2.54M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
196New |
$6.37K - $7.14K
|
196
$7.59K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.8K+ 5.26% |
$221K - $248K
|
136K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-73.2K- 92.54% |
$2.38M - $2.67M
|
5.9K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21New |
$682 - $765
|
21
$813
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-24.2K- 99.59% |
$786K - $881K
|
100
$3.87K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
40New |
$1.3K - $1.46K
|
40
$1.55K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.15KNew |
$297K - $333K
|
9.15K
$354K
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-217- 3.41% |
$7.05K - $7.91K
|
6.15K
$238K
|
|