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 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.17K+ 2.08% |
$122K - $136K
|
156K
$6.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-103- 43.1% |
$3.95K - $4.41K
|
136
$5.27K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.39K+ 0.69% |
$169K - $188K
|
644K
$25M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 1.08% |
$56.4K - $62.9K
|
135K
$5.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
74+ 0.79% |
$2.84K - $3.17K
|
9.4K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1K+ 15.64% |
$427K - $477K
|
82.4K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.25K- 20.57% |
$47.8K - $53.4K
|
4.82K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-29- 1.47% |
$1.11K - $1.24K
|
1.94K
$75.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.78K- 4.65% |
$145K - $162K
|
77.5K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.63K- 8.17% |
$62.7K - $70K
|
18.4K
$711K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-713- 0.69% |
$27.4K - $30.5K
|
103K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
417+ 3.61% |
$16K - $17.9K
|
12K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 0.37% |
$307 - $343
|
2.14K
$82.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.83K- 3.67% |
$108K - $121K
|
74.2K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.25K+ 15.38% |
$47.9K - $53.4K
|
9.36K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3K- 18.94% |
$115K - $129K
|
12.9K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
24.6K+ 11.1% |
$946K - $1.06M
|
247K
$9.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-400- 5.22% |
$15.3K - $17.1K
|
7.26K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-734- 3.44% |
$28.2K - $31.4K
|
20.6K
$797K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-17- 0.05% |
$652 - $728
|
35.9K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.11K+ 4.07% |
$81K - $90.4K
|
54.1K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.49K- 0.26% |
$57.1K - $63.8K
|
562K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-76.7K- 8.58% |
$2.94M - $3.28M
|
817K
$31.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-227- 2.0% |
$8.71K - $9.72K
|
11.1K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
330+ 1.79% |
$12.7K - $14.1K
|
18.7K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
8+ 0.1% |
$307 - $343
|
8.22K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.22K+ 1.0% |
$46.7K - $52.1K
|
123K
$4.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.84K+ 108.39% |
$301K - $336K
|
15.1K
$584K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
747+ 1.42% |
$28.7K - $32K
|
53.2K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
330+ 1.12% |
$12.7K - $14.1K
|
29.9K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.92K+ 1.05% |
$151K - $168K
|
377K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-275- 5.55% |
$10.6K - $11.8K
|
4.68K
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-911- 3.32% |
$35K - $39K
|
26.5K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
108New |
$4.14K - $4.62K
|
108
$4.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
237+ 63.37% |
$9.09K - $10.1K
|
611
$23.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
776+ 7.13% |
$29.8K - $33.2K
|
11.7K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.37K+ 12.35% |
$244K - $273K
|
57.9K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-305- 1.21% |
$11.7K - $13.1K
|
25K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.77K+ 60.09% |
$183K - $204K
|
12.7K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.71K+ 6.16% |
$104K - $116K
|
46.8K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-2.27K- 0.27% |
$87.1K - $97.2K
|
834K
$32.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-348- 4.29% |
$13.4K - $14.9K
|
7.77K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-120- 0.54% |
$4.6K - $5.14K
|
22.3K
$864K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.48K- 21.09% |
$56.7K - $63.2K
|
5.53K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.25K+ 8.78% |
$278K - $311K
|
89.9K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
925+ 4.7% |
$35.5K - $39.6K
|
20.6K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-4.65K- 3.23% |
$178K - $199K
|
140K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13.2K- 31.09% |
$506K - $565K
|
29.2K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-41.9K- 9.7% |
$1.61M - $1.79M
|
390K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.25% |
$38.4 - $42.8
|
400
$15.5K
|