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 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
42.9KNew |
$1.3M - $1.48M
|
42.9K
$1.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.09KNew |
$184K - $210K
|
6.09K
$236K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
185+ 5.26% |
$5.58K - $6.38K
|
3.7K
$143K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 1.38% |
$423 - $483
|
1.03K
$39.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-6.93K- 48.98% |
$209K - $239K
|
7.22K
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.85K+ 41.62% |
$86K - $98.4K
|
9.7K
$376K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.1KNew |
$366K - $419K
|
12.1K
$470K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.65MNew |
$49.8M - $56.9M
|
1.65M
$63.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-32- 0.31% |
$966 - $1.1K
|
10.3K
$398K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.26K+ 9.59% |
$38K - $43.4K
|
14.4K
$557K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.6KNew |
$290K - $331K
|
9.6K
$372K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.42KNew |
$284K - $325K
|
9.42K
$365K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
443+ 4.45% |
$13.4K - $15.3K
|
10.4K
$403K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$64K - $73.2K
|
2.12K
$82.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.39K- 2.12% |
$42K - $48.1K
|
64.3K
$2.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
335New |
$10.1K - $11.6K
|
335
$13K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$7K - $8.01K
|
232
$8.99K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.4K+ 487.22% |
$72.5K - $82.9K
|
2.9K
$112K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
43.3KNew |
$1.31M - $1.49M
|
43.3K
$1.68M
|
|
| Q3 2022 | |||||||
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.84KClosed |
$212K - $243K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
199New |
$6.18K - $7.07K
|
199
$7.71K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$62.1K - $71.1K
|
2K
$77.5K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
14.8KNew |
$458K - $525K
|
14.8K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.22K- 16.46% |
$99.8K - $114K
|
16.3K
$632K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.6K+ 35.1% |
$112K - $128K
|
13.9K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
57.1K+ 46.84% |
$1.77M - $2.03M
|
179K
$6.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.51K+ 1.3% |
$78K - $89.4K
|
196K
$7.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9.12K- 71.83% |
$283K - $324K
|
3.58K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
10.1KNew |
$315K - $360K
|
10.1K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.6K- 11.86% |
$49.7K - $56.9K
|
11.9K
$461K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$211K - $242K
|
6.81K
$264K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 11.94% |
$1.83K - $2.1K
|
553
$21.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5.51K- 17.16% |
$171K - $196K
|
26.6K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.87K- 18.14% |
$58.1K - $66.6K
|
8.45K
$327K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.67K- 25.47% |
$82.8K - $94.8K
|
7.8K
$302K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.54KNew |
$78.7K - $90.1K
|
2.54K
$98.2K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
70New |
$2.17K - $2.49K
|
70
$2.71K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.35KNew |
$104K - $119K
|
3.35K
$130K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
199+ 1.66% |
$6.18K - $7.07K
|
12.2K
$471K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-511Closed |
$15.9K - $18.2K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-181- 2.71% |
$5.62K - $6.43K
|
6.5K
$252K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
914New |
$28.4K - $32.5K
|
914
$35.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13K- 47.0% |
$404K - $462K
|
14.7K
$568K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
260K+ 541.37% |
$8.08M - $9.26M
|
309K
$11.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
442+ 1.05% |
$13.7K - $15.7K
|
42.4K
$1.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 16.12% |
$35.3K - $40.4K
|
5.92K
$229K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.1KNew |
$220K - $252K
|
7.1K
$275K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-21- 0.24% |
$652 - $747
|
8.81K
$341K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
19+ 0.2% |
$590 - $675
|
9.5K
$368K
|
|