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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
121+ 0.84% |
$4.36K - $5.04K
|
14.5K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.35K+ 1.68% |
$84.6K - $97.9K
|
142K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
64.6K+ 3.74% |
$2.33M - $2.69M
|
1.79M
$69.5M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-250- 1.24% |
$9.01K - $10.4K
|
19.8K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.23K+ 2.87% |
$80.4K - $93K
|
79.8K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
89.1K+ 5.81% |
$3.21M - $3.71M
|
1.62M
$62.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$897K - $1.04M
|
24.9K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.09% |
$216 - $250
|
6.85K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.09K- 0.81% |
$111K - $129K
|
379K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 34.53% |
$1.83M - $2.11M
|
197K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
448+ 3.88% |
$16.1K - $18.7K
|
12K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
591K+ 10.37% |
$21.3M - $24.6M
|
6.29M
$244M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-518- 3.88% |
$18.7K - $21.6K
|
12.8K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2K+ 3.52% |
$72.1K - $83.5K
|
58.9K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 2.5% |
$24K - $27.8K
|
27.3K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.4K- 17.23% |
$989K - $1.14M
|
132K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 0.49% |
$196K - $227K
|
1.12M
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.4K- 16.98% |
$410K - $474K
|
55.6K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.1K+ 11.33% |
$2.13M - $2.46M
|
581K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
71.1K+ 13.83% |
$2.56M - $2.96M
|
585K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-969- 1.72% |
$34.9K - $40.4K
|
55.4K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 3.62% |
$511K - $591K
|
406K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41.3KNew |
$1.49M - $1.72M
|
41.3K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
446K+ 101.68% |
$16.1M - $18.6M
|
885K
$34.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
19+ 0.22% |
$684 - $792
|
8.48K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
181+ 13.77% |
$6.52K - $7.54K
|
1.5K
$57.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-566K- 10.72% |
$20.4M - $23.6M
|
4.71M
$183M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.05K+ 6.69% |
$146K - $169K
|
64.6K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.47KNew |
$233K - $270K
|
6.47K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
17.9KNew |
$644K - $745K
|
17.9K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.9KNew |
$681K - $788K
|
18.9K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.1K- 1.47% |
$1.19M - $1.38M
|
2.21M
$85.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
389K+ 15.05% |
$14M - $16.2M
|
2.97M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.97KNew |
$179K - $207K
|
4.97K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-290- 2.41% |
$10.4K - $12.1K
|
11.7K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.41K+ 5.13% |
$86.7K - $100K
|
49.3K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 14.14% |
$459K - $531K
|
77.4K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.77K+ 12.72% |
$280K - $324K
|
68.9K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
18.3KNew |
$659K - $762K
|
18.3K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.65KNew |
$276K - $319K
|
7.65K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1KNew |
$508K - $588K
|
14.1K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-753- 1.3% |
$27.1K - $31.4K
|
57K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.2K+ 4.64% |
$909K - $1.05M
|
569K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.91KNew |
$213K - $246K
|
5.91K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.4KNew |
$627K - $726K
|
17.4K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
546+ 0.82% |
$19.7K - $22.8K
|
66.7K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.53K- 22.3% |
$91K - $105K
|
8.8K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 1.58% |
$112K - $130K
|
201K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.5K- 1.99% |
$53.9K - $62.4K
|
73.6K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 1.41% |
$492K - $569K
|
983K
$38.1M
|