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 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
609+ 0.79% |
$23.4K - $26.1K
|
78.2K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.19K+ 5.96% |
$353K - $394K
|
163K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 12.77% |
$629K - $702K
|
145K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.3K- 1.52% |
$203K - $227K
|
343K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
31.6K+ 35.53% |
$1.21M - $1.35M
|
121K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49.5K+ 11.07% |
$1.9M - $2.12M
|
496K
$19M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
8.13K+ 7.71% |
$312K - $348K
|
114K
$4.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-120- 1.03% |
$4.6K - $5.14K
|
11.5K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-713- 9.04% |
$27.4K - $30.5K
|
7.18K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.99K- 1.31% |
$153K - $171K
|
301K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.2K+ 10.26% |
$928K - $1.04M
|
260K
$9.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29.5K- 40.82% |
$1.13M - $1.27M
|
42.8K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-156- 2.0% |
$5.99K - $6.68K
|
7.64K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-896- 1.08% |
$34.4K - $38.4K
|
82.2K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.7K- 50.18% |
$948K - $1.06M
|
24.5K
$939K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50.7K+ 35.94% |
$1.94M - $2.17M
|
192K
$7.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9.32K+ 6.36% |
$358K - $399K
|
156K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.28K+ 2.08% |
$49K - $54.6K
|
62.7K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.47KNew |
$248K - $277K
|
6.47K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4- 0.07% |
$153 - $171
|
5.5K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-76- 0.23% |
$2.92K - $3.25K
|
33.1K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
92.2K+ 31.47% |
$3.54M - $3.95M
|
385K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
43.1KNew |
$1.65M - $1.85M
|
43.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48.3K- 13.3% |
$1.85M - $2.07M
|
315K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.12K- 6.44% |
$43K - $48K
|
16.3K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.1K- 14.37% |
$389K - $434K
|
60.4K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
17.1K+ 36.34% |
$658K - $734K
|
64.3K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 6.57% |
$400K - $447K
|
169K
$6.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-52.1K- 4.47% |
$2M - $2.23M
|
1.11M
$42.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.02K+ 15.1% |
$77.5K - $86.5K
|
15.4K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.9KNew |
$458K - $512K
|
11.9K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-79- 1.39% |
$3.03K - $3.38K
|
5.62K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.23K- 5.15% |
$277K - $310K
|
133K
$5.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
228KNew |
$8.76M - $9.78M
|
228K
$8.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
661+ 6.81% |
$25.4K - $28.3K
|
10.4K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
51.8K+ 427.8% |
$1.99M - $2.22M
|
63.9K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 59.91% |
$853K - $952K
|
59.3K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-951- 0.51% |
$36.5K - $40.7K
|
186K
$7.11M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.78K+ 18.38% |
$145K - $162K
|
24.3K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
133+ 0.61% |
$5.1K - $5.7K
|
22.1K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
721+ 2.65% |
$27.7K - $30.9K
|
27.9K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.54KNew |
$289K - $323K
|
7.54K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.28K+ 10.92% |
$241K - $269K
|
63.8K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
816+ 2.64% |
$31.3K - $34.9K
|
31.8K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$307 - $343
|
8.54K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-930- 6.42% |
$35.7K - $39.8K
|
13.5K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 31.84% |
$544K - $607K
|
30.4K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.45K- 27.44% |
$286K - $319K
|
19.7K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
28.2K+ 7.34% |
$1.08M - $1.21M
|
413K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.6K+ 5.19% |
$138K - $154K
|
72.9K
$2.79M
|