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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
16.6KNew |
$637K - $711K
|
16.6K
$664K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.6K- 3.45% |
$1.4M - $1.57M
|
1.02M
$41M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-804- 0.64% |
$30.8K - $34.4K
|
125K
$5.02M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.81KNew |
$146K - $163K
|
3.81K
$152K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-25.4K- 14.34% |
$975K - $1.09M
|
152K
$6.07M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.09K- 81.33% |
$41.6K - $46.5K
|
249
$9.96K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
29.7KNew |
$1.14M - $1.27M
|
29.7K
$1.19M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-4.39K- 6.46% |
$168K - $188K
|
63.5K
$2.54M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
319+ 1.61% |
$12.2K - $13.7K
|
20.2K
$806K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-81- 14.65% |
$3.11K - $3.47K
|
472
$18.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.09M- 98.24% |
$234M - $261M
|
109K
$4.36M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
51New |
$1.96K - $2.18K
|
51
$2.04K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.5KNew |
$439K - $490K
|
11.5K
$458K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$415K - $463K
|
10.8K
$433K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-9.99K- 59.17% |
$383K - $428K
|
6.89K
$276K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.9KNew |
$149K - $167K
|
3.9K
$156K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.2K+ 13.88% |
$813K - $907K
|
174K
$6.96M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.1K- 14.63% |
$387K - $431K
|
58.8K
$2.35M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.99K+ 5.37% |
$76.5K - $85.3K
|
39.1K
$1.56M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
3.06K+ 6.21% |
$117K - $131K
|
52.3K
$2.09M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.49K+ 96.61% |
$249K - $278K
|
13.2K
$528K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
20.8KNew |
$798K - $891K
|
20.8K
$832K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-766- 3.24% |
$29.4K - $32.8K
|
22.8K
$914K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 16.87% |
$760K - $848K
|
97.6K
$3.91M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-26.7K- 26.75% |
$1.03M - $1.15M
|
73.3K
$2.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.19K- 8.27% |
$45.8K - $51.1K
|
13.2K
$530K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.1K- 67.77% |
$1.85M - $2.06M
|
22.9K
$915K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.75K+ 0.85% |
$144K - $160K
|
444K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357New |
$13.7K - $15.3K
|
357
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
41.4KNew |
$1.59M - $1.77M
|
41.4K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-930- 0.7% |
$35.7K - $39.8K
|
132K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.6K- 99.4% |
$753K - $840K
|
118
$4.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.2K+ 7.37% |
$1.28M - $1.42M
|
485K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
295+ 3.74% |
$11.3K - $12.6K
|
8.18K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.9K- 33.86% |
$2.57M - $2.86M
|
131K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.06K- 48.61% |
$271K - $302K
|
7.47K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-731K- 11.63% |
$28.1M - $31.3M
|
5.56M
$222M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 1.67% |
$91K - $102K
|
144K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.14KNew |
$197K - $220K
|
5.14K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.85K+ 1.51% |
$378K - $422K
|
662K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-23.6K- 1.32% |
$907K - $1.01M
|
1.77M
$70.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.62K- 14.84% |
$100K - $112K
|
15K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
742K+ 33.51% |
$28.5M - $31.8M
|
2.96M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.72K- 11.13% |
$296K - $331K
|
61.7K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.64K+ 3.4% |
$62.9K - $70.1K
|
49.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.32KNew |
$204K - $228K
|
5.32K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.56K- 7.3% |
$59.8K - $66.7K
|
19.8K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
84+ 1.57% |
$3.22K - $3.6K
|
5.44K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 7.6% |
$385K - $429K
|
142K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.1K+ 0.44% |
$272K - $304K
|
1.63M
$65.1M
|