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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-243- 27.77% |
$7.9K - $8.85K
|
632
$24.5K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
627+ 8.57% |
$20.4K - $22.8K
|
7.94K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$357 - $401
|
11
$426
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-53- 14.1% |
$1.72K - $1.93K
|
323
$12.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
17.3K+ 7.56% |
$561K - $629K
|
246K
$9.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-182- 1.12% |
$5.91K - $6.63K
|
16K
$621K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.92KNew |
$94.9K - $106K
|
2.92K
$113K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-357- 2.3% |
$11.6K - $13K
|
15.1K
$586K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
273New |
$8.87K - $9.95K
|
273
$10.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$9.75K - $10.9K
|
300
$11.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
468New |
$15.2K - $17.1K
|
468
$18.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.75KClosed |
$219K - $246K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
37.9KNew |
$1.23M - $1.38M
|
37.9K
$1.47M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.08K- 15.41% |
$35K - $39.2K
|
5.91K
$229K
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
53+ 61.63% |
$1.6K - $1.83K
|
139
$5.38K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.71KNew |
$203K - $232K
|
6.71K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
785+ 6.68% |
$23.7K - $27.1K
|
12.5K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5- 0.1% |
$151 - $173
|
5.21K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.08KNew |
$32.7K - $37.4K
|
1.08K
$42K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
155KNew |
$4.69M - $5.36M
|
155K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1New |
$30.2 - $34.5
|
1
$38.7
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 0.96% |
$121 - $138
|
414
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
77+ 0.24% |
$2.32K - $2.66K
|
32.6K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.89K+ 2.35% |
$57.1K - $65.3K
|
82.5K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-26- 20.0% |
$785 - $897
|
104
$4.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3K- 89.23% |
$90.5K - $104K
|
362
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$60.4K - $69K
|
2K
$77.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.95KNew |
$210K - $240K
|
6.95K
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
147New |
$4.44K - $5.07K
|
147
$5.69K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
6.32KNew |
$191K - $218K
|
6.32K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-735- 19.24% |
$22.2K - $25.4K
|
3.09K
$119K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
42New |
$1.27K - $1.45K
|
42
$1.63K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28New |
$845 - $966
|
28
$1.08K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.28KNew |
$190K - $217K
|
6.28K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.69K- 11.39% |
$50.9K - $58.1K
|
13.1K
$508K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-39- 0.45% |
$1.18K - $1.35K
|
8.58K
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.57K+ 0.74% |
$289K - $330K
|
1.3M
$50.4M
|
|