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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.81K- 33.28% |
$135K - $148K
|
7.65K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.07K- 5.19% |
$73.2K - $80.4K
|
37.9K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.59K- 9.12% |
$56.1K - $61.6K
|
15.8K
$751K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.22K- 2.3% |
$43K - $47.3K
|
51.7K
$2.45M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-467- 3.42% |
$16.5K - $18.1K
|
13.2K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-202- 3.51% |
$7.13K - $7.84K
|
5.55K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-51- 0.82% |
$1.8K - $1.98K
|
6.18K
$293K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51- 1.81% |
$1.8K - $1.98K
|
2.77K
$131K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.29% |
$35.3 - $38.8
|
345
$16.4K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7.6K- 18.06% |
$256K - $277K
|
34.5K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 25.31% |
$174K - $188K
|
15.2K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.6K- 5.48% |
$155K - $168K
|
79.4K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-2.64K- 13.21% |
$88.8K - $96.1K
|
17.3K
$822K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.27K- 9.93% |
$76.5K - $82.9K
|
20.6K
$977K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.6K- 18.47% |
$53.9K - $58.4K
|
7.06K
$335K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-284Closed |
$9.57K - $10.4K
|
0
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-260- 87.54% |
$8.76K - $9.48K
|
37
$1.76K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-195- 50.0% |
$6.57K - $7.11K
|
195
$9.25K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-99- 22.45% |
$3.34K - $3.61K
|
342
$16.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-45- 0.76% |
$1.52K - $1.64K
|
5.88K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$33.7 - $36.5
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-500K- 95.84% |
$16.1M - $17.7M
|
21.7K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-8.76K- 17.64% |
$283K - $311K
|
40.9K
$1.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.3K- 4.77% |
$236K - $259K
|
146K
$6.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.84K- 17.45% |
$156K - $172K
|
22.9K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.11K- 49.53% |
$100K - $110K
|
3.17K
$151K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.78K- 3.64% |
$89.8K - $98.7K
|
73.8K
$3.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.39K- 32.01% |
$77K - $84.6K
|
5.07K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.84K- 98.71% |
$59.4K - $65.3K
|
24
$1.14K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53- 25.36% |
$1.71K - $1.88K
|
156
$7.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-754KClosed |
$25.2M - $27.4M
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-91.6K- 60.84% |
$3.06M - $3.33M
|
59K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.7K- 40.41% |
$525K - $572K
|
23.2K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.46K- 18.87% |
$215K - $235K
|
27.8K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.27K- 2.38% |
$42.5K - $46.3K
|
52.3K
$2.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 15.89% |
$38.9K - $42.4K
|
6.17K
$293K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.04K- 7.7% |
$34.8K - $37.9K
|
12.5K
$592K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-243Closed |
$8.11K - $8.84K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-201- 1.03% |
$6.71K - $7.31K
|
19.4K
$921K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-26.5K- 54.79% |
$879K - $946K
|
21.8K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-24.9K- 69.09% |
$825K - $888K
|
11.1K
$528K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24K- 88.07% |
$798K - $860K
|
3.26K
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.42K- 57.41% |
$280K - $301K
|
6.25K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.76K- 39.68% |
$224K - $242K
|
10.3K
$487K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.15K- 49.25% |
$204K - $220K
|
6.34K
$301K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 20.29% |
$60.6K - $65.2K
|
7.17K
$340K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-945- 0.58% |
$31.4K - $33.8K
|
163K
$7.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 46.3% |
$9.13K - $9.83K
|
319
$15.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2- 0.28% |
$66.4 - $71.5
|
717
$34K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.75KClosed |
$219K - $246K
|
0
$0
|
|