Latest Institutional Sells of Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPEM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-385K- 34.62% |
$14.3M - $15.7M
|
728K
$28.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-112K- 80.2% |
$4.14M - $4.53M
|
27.5K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-72.2K- 33.63% |
$2.68M - $2.93M
|
143K
$5.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-65.4K- 39.83% |
$2.42M - $2.66M
|
98.7K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-42.4K- 9.5% |
$1.57M - $1.72M
|
404K
$16M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-35.4K- 36.77% |
$1.31M - $1.44M
|
60.9K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15K- 4.22% |
$555K - $608K
|
340K
$13.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.8K- 12.21% |
$399K - $437K
|
77.4K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 1.53% |
$266K - $291K
|
462K
$18.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-7.06K- 21.23% |
$262K - $287K
|
26.2K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.7K- 46.23% |
$248K - $272K
|
7.79K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.03K- 52.57% |
$224K - $245K
|
5.44K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.23K- 14.49% |
$120K - $131K
|
19.1K
$752K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.03K- 4.07% |
$112K - $123K
|
71.5K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.82K- 9.09% |
$67.4K - $73.9K
|
18.2K
$717K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 2.02% |
$63.8K - $69.9K
|
83.5K
$3.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 1.13% |
$52.7K - $57.7K
|
124K
$4.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.4K- 0.47% |
$51.8K - $56.8K
|
294K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-849- 6.72% |
$31.5K - $34.5K
|
11.8K
$465K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-798- 11.71% |
$29.6K - $32.4K
|
6.02K
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-640- 1.29% |
$23.7K - $26K
|
49.1K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-592- 2.85% |
$21.9K - $24.1K
|
20.2K
$797K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-554- 1.19% |
$20.5K - $22.5K
|
45.9K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-433- 2.51% |
$16.1K - $17.6K
|
16.8K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-285- 2.1% |
$10.6K - $11.6K
|
13.3K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-257- 0.86% |
$9.53K - $10.4K
|
29.6K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-217- 2.16% |
$8.04K - $8.82K
|
9.82K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.29% |
$4.34K - $4.75K
|
39.6K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-59- 0.82% |
$2.19K - $2.4K
|
7.12K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-41- 0.11% |
$1.52K - $1.67K
|
35.8K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-40- 0.19% |
$1.48K - $1.63K
|
20.6K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-27- 0.29% |
$1K - $1.1K
|
9.38K
$370K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24- 0.09% |
$890 - $975
|
27.3K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5- 0.02% |
$185 - $203
|
32.8K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.03% |
$74.1 - $81.3
|
7.64K
$301K
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.09M- 98.24% |
$234M - $261M
|
109K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-731K- 11.63% |
$28.1M - $31.3M
|
5.56M
$219M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-421K- 97.39% |
$16.1M - $18M
|
11.3K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-264K- 11.93% |
$10.1M - $11.3M
|
1.95M
$76.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-180K- 82.36% |
$6.92M - $7.72M
|
38.6K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-120K- 67.27% |
$4.6M - $5.14M
|
58.4K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 10.39% |
$4.32M - $4.82M
|
970K
$38.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-89.6K- 32.62% |
$3.44M - $3.83M
|
185K
$7.3M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-83.2K- 57.97% |
$3.19M - $3.56M
|
60.3K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-82.8K- 37.06% |
$3.18M - $3.54M
|
141K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-79.4K- 49.66% |
$3.05M - $3.4M
|
80.5K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.9K- 33.86% |
$2.57M - $2.86M
|
131K
$5.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-58.8K- 25.48% |
$2.26M - $2.52M
|
172K
$6.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-58K- 9.97% |
$2.23M - $2.49M
|
524K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-56.6K- 41.43% |
$2.17M - $2.43M
|
80.1K
$3.16M
|
|