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 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.23% |
$64.6K - $72.1K
|
139K
$5.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
702+ 2.51% |
$26.9K - $30.1K
|
28.7K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
649+ 10.53% |
$24.9K - $27.8K
|
6.82K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.4K+ 24.09% |
$92.2K - $103K
|
12.4K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
477+ 3.04% |
$18.3K - $20.4K
|
16.1K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.5K+ 1.79% |
$57.5K - $64.1K
|
85.2K
$3.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-70.3K- 13.03% |
$2.7M - $3.01M
|
469K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-480- 3.57% |
$18.4K - $20.6K
|
13K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
183K+ 3380.54% |
$7.02M - $7.83M
|
188K
$7.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 2.22% |
$45.3K - $50.6K
|
52.1K
$2.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.84K- 22.08% |
$109K - $122K
|
10K
$389K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
206+ 3.66% |
$7.9K - $8.82K
|
5.84K
$226K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-207- 0.02% |
$7.94K - $8.86K
|
1.06M
$41.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100K- 15.0% |
$3.85M - $4.29M
|
568K
$22M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 27.81% |
$64.7K - $72.2K
|
7.75K
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.71K+ 2.46% |
$219K - $244K
|
238K
$9.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.57K- 3.63% |
$98.7K - $110K
|
68.4K
$2.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-916- 5.33% |
$35.1K - $39.2K
|
16.3K
$631K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.78K+ 9.55% |
$184K - $205K
|
54.9K
$2.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.16KNew |
$121K - $135K
|
3.16K
$122K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.3K- 3.31% |
$50K - $55.8K
|
38.1K
$1.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-20.2K- 18.63% |
$775K - $864K
|
88.1K
$3.41M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.04KNew |
$347K - $387K
|
9.04K
$350K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
10.6K+ 89.52% |
$408K - $455K
|
22.5K
$872K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.37K+ 0.47% |
$52.6K - $58.7K
|
295K
$11.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-120- 0.11% |
$4.6K - $5.14K
|
111K
$4.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
84+ 0.41% |
$3.22K - $3.6K
|
20.8K
$806K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-435K- 92.89% |
$16.7M - $18.6M
|
33.3K
$1.29M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.97K+ 4.01% |
$152K - $170K
|
103K
$3.98M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4K+ 3.13% |
$698K - $807K
|
638K
$24.7M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41- 0.39% |
$1.48K - $1.71K
|
10.4K
$404K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
67.9KNew |
$2.44M - $2.83M
|
67.9K
$2.63M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-77.8K- 85.13% |
$2.8M - $3.24M
|
13.6K
$526K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5.3K+ 24.41% |
$191K - $221K
|
27K
$1.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283New |
$10.2K - $11.8K
|
283
$11K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 12.56% |
$901 - $1.04K
|
174
$6.74K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.6K+ 143.42% |
$743K - $860K
|
35K
$1.36M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.96K+ 4.39% |
$323K - $374K
|
213K
$8.25M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.6K- 21.29% |
$598K - $692K
|
61.4K
$2.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 3.07% |
$768K - $888K
|
715K
$27.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
62.2KNew |
$2.24M - $2.59M
|
62.2K
$2.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-265- 1.39% |
$9.55K - $11K
|
18.8K
$729K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.13K- 3.71% |
$149K - $172K
|
107K
$4.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-44- 0.05% |
$1.58K - $1.83K
|
86.1K
$3.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.83K- 5.06% |
$354K - $410K
|
184K
$7.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26.1K+ 19.95% |
$941K - $1.09M
|
157K
$6.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
20.3K+ 29.58% |
$731K - $846K
|
89K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.18KNew |
$186K - $216K
|
5.18K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7KNew |
$711K - $822K
|
19.7K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.5K- 4.44% |
$630K - $729K
|
376K
$14.6M
|
|