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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.84K- 7.0% |
$377K - $421K
|
131K
$5.16M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.69K- 5.99% |
$372K - $415K
|
152K
$6M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.34K- 4.15% |
$358K - $400K
|
215K
$8.5M
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.73K- 18.14% |
$335K - $374K
|
39.4K
$1.56M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.55K- 35.91% |
$328K - $366K
|
15.3K
$602K
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-8.28K- 6.11% |
$318K - $355K
|
127K
$5.02M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.99K- 2.34% |
$306K - $342K
|
333K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.72K- 11.13% |
$296K - $331K
|
61.7K
$2.43M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.52K- 3.74% |
$289K - $322K
|
194K
$7.63M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.45K- 27.44% |
$286K - $319K
|
19.7K
$777K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.35K- 4.1% |
$282K - $315K
|
172K
$6.78M
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-7.31K- 20.71% |
$281K - $313K
|
28K
$1.1M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.23K- 5.15% |
$277K - $310K
|
133K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.06K- 48.61% |
$271K - $302K
|
7.47K
$295K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-6.91K- 6.64% |
$265K - $296K
|
97.1K
$3.83M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.9K- 11.24% |
$265K - $296K
|
54.5K
$2.15M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.85K- 3.72% |
$263K - $293K
|
177K
$7M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.35K- 4.66% |
$244K - $272K
|
130K
$5.13M
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.96K- 32.14% |
$229K - $255K
|
12.6K
$497K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.77K- 7.37% |
$222K - $247K
|
72.6K
$2.86M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.61K- 92.5% |
$215K - $240K
|
455
$17.9K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.38K- 3.18% |
$206K - $230K
|
164K
$6.46M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.3K- 1.52% |
$203K - $227K
|
343K
$13.5M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.1K- 7.89% |
$196K - $218K
|
59.5K
$2.35M
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-4.78K- 12.22% |
$183K - $204K
|
34.3K
$1.35M
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.77K- 34.9% |
$183K - $204K
|
8.89K
$351K
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-4.65K- 3.23% |
$178K - $199K
|
140K
$5.5M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.57K- 12.47% |
$175K - $196K
|
32.1K
$1.26M
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-4.39K- 6.46% |
$168K - $188K
|
63.5K
$2.5M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.24K- 16.44% |
$163K - $182K
|
21.6K
$850K
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.23K- 3.3% |
$162K - $181K
|
124K
$4.89M
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.14K- 4.06% |
$159K - $177K
|
97.8K
$3.86M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.1K- 40.13% |
$157K - $176K
|
6.12K
$241K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-4.04K- 8.72% |
$155K - $173K
|
42.3K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.99K- 1.31% |
$153K - $171K
|
301K
$11.9M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.95K- 25.11% |
$152K - $169K
|
11.8K
$465K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.94K- 3.98% |
$151K - $169K
|
94.9K
$3.74M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.93K- 2.46% |
$151K - $168K
|
156K
$6.15M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.78K- 4.65% |
$145K - $162K
|
77.5K
$3.06M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.65K- 15.08% |
$140K - $156K
|
20.5K
$810K
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-3.63K- 24.9% |
$139K - $155K
|
10.9K
$432K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.5K- 4.55% |
$134K - $150K
|
73.5K
$2.9M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.37K- 17.58% |
$129K - $144K
|
15.8K
$623K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.36K- 4.6% |
$129K - $144K
|
69.8K
$2.75M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.36K- 0.89% |
$129K - $144K
|
376K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.32K- 4.97% |
$127K - $142K
|
63.4K
$2.5M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3K- 18.94% |
$115K - $129K
|
12.9K
$507K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.99K- 3.92% |
$115K - $128K
|
73.3K
$2.89M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.92K- 26.27% |
$112K - $125K
|
8.2K
$323K
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.91K- 2.65% |
$112K - $125K
|
107K
$4.23M
|