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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41- 0.39% |
$1.48K - $1.71K
|
10.4K
$410K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
67.9KNew |
$2.44M - $2.83M
|
67.9K
$2.67M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-77.8K- 85.13% |
$2.8M - $3.24M
|
13.6K
$534K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
231KNew |
$8.32M - $9.62M
|
231K
$9.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5.3K+ 24.41% |
$191K - $221K
|
27K
$1.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283New |
$10.2K - $11.8K
|
283
$11.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
7.49K+ 5.15% |
$270K - $312K
|
153K
$6.01M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
3.07K+ 5.37% |
$111K - $128K
|
60.2K
$2.37M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 12.56% |
$901 - $1.04K
|
174
$6.84K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.6K+ 143.42% |
$743K - $860K
|
35K
$1.38M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.96K+ 4.39% |
$323K - $374K
|
213K
$8.37M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.6K- 21.29% |
$598K - $692K
|
61.4K
$2.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 3.07% |
$768K - $888K
|
715K
$28.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
62.2KNew |
$2.24M - $2.59M
|
62.2K
$2.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-265- 1.39% |
$9.55K - $11K
|
18.8K
$739K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.13K- 3.71% |
$149K - $172K
|
107K
$4.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-44- 0.05% |
$1.58K - $1.83K
|
86.1K
$3.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.83K- 5.06% |
$354K - $410K
|
184K
$7.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26.1K+ 19.95% |
$941K - $1.09M
|
157K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
20.3K+ 29.58% |
$731K - $846K
|
89K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.41K+ 41.11% |
$50.9K - $58.9K
|
4.85K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.18KNew |
$186K - $216K
|
5.18K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7KNew |
$711K - $822K
|
19.7K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.5K- 4.44% |
$630K - $729K
|
376K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
121+ 0.84% |
$4.36K - $5.04K
|
14.5K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.35K+ 1.68% |
$84.6K - $97.9K
|
142K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
64.6K+ 3.74% |
$2.33M - $2.69M
|
1.79M
$70.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
954+ 4.55% |
$34.4K - $39.8K
|
21.9K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-250- 1.24% |
$9.01K - $10.4K
|
19.8K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.23K+ 2.87% |
$80.4K - $93K
|
79.8K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
89.1K+ 5.81% |
$3.21M - $3.71M
|
1.62M
$63.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$897K - $1.04M
|
24.9K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.09% |
$216 - $250
|
6.85K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.09K- 0.81% |
$111K - $129K
|
379K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 34.53% |
$1.83M - $2.11M
|
197K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
448+ 3.88% |
$16.1K - $18.7K
|
12K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7.73K- 11.16% |
$278K - $322K
|
61.5K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
591K+ 10.37% |
$21.3M - $24.6M
|
6.29M
$247M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-518- 3.88% |
$18.7K - $21.6K
|
12.8K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.9K+ 26.21% |
$1.76M - $2.04M
|
236K
$9.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2K+ 3.52% |
$72.1K - $83.5K
|
58.9K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 2.5% |
$24K - $27.8K
|
27.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.4K- 17.23% |
$989K - $1.14M
|
132K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 0.49% |
$196K - $227K
|
1.12M
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.4K- 16.98% |
$410K - $474K
|
55.6K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.1K+ 11.33% |
$2.13M - $2.46M
|
581K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
71.1K+ 13.83% |
$2.56M - $2.96M
|
585K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-969- 1.72% |
$34.9K - $40.4K
|
55.4K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 3.62% |
$511K - $591K
|
406K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41.3KNew |
$1.49M - $1.72M
|
41.3K
$1.62M
|