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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 14.2% |
$466K - $520K
|
97.6K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 10.39% |
$4.32M - $4.82M
|
970K
$38.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-101- 1.15% |
$3.88K - $4.32K
|
8.7K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.36K- 0.89% |
$129K - $144K
|
376K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.31KNew |
$357K - $399K
|
9.31K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.56KNew |
$213K - $238K
|
5.56K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.96K- 32.14% |
$229K - $255K
|
12.6K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
34.3K+ 30.35% |
$1.32M - $1.47M
|
147K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.12K+ 100.82% |
$235K - $262K
|
12.2K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.5K+ 8.86% |
$57.6K - $64.2K
|
18.4K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-350- 0.8% |
$13.4K - $15K
|
43.1K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-466- 5.99% |
$17.9K - $20K
|
7.31K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.85K- 3.64% |
$70.9K - $79.1K
|
49K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.35K- 4.1% |
$282K - $315K
|
172K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.2KNew |
$429K - $479K
|
11.2K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19.2KNew |
$738K - $823K
|
19.2K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.9K+ 5.86% |
$1.61M - $1.79M
|
757K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.46K- 97.59% |
$56K - $62.5K
|
36
$1.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
140+ 2.1% |
$5.37K - $5.99K
|
6.8K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.3K- 1.65% |
$933K - $1.04M
|
1.45M
$57.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 1.9% |
$8.75K - $9.76K
|
12.2K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.4K+ 19.26% |
$477K - $532K
|
77K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
51.1KNew |
$1.96M - $2.19M
|
51.1K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6K+ 2504.17% |
$483K - $539K
|
13.1K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.31KNew |
$127K - $142K
|
3.31K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
73.8KNew |
$2.83M - $3.16M
|
73.8K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.71K+ 6.5% |
$334K - $373K
|
143K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-445- 3.6% |
$17.1K - $19.1K
|
11.9K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 0.59% |
$1.19K - $1.33K
|
5.32K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 59.35% |
$500K - $558K
|
35K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 11.51% |
$6.5M - $7.25M
|
1.64M
$64.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-15.8K- 55.38% |
$606K - $676K
|
12.7K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-1- 0.17% |
$38.4 - $42.8
|
574
$22.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8K+ 2.94% |
$720K - $804K
|
656K
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.4K+ 36.77% |
$398K - $444K
|
38.5K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-110- 0.44% |
$4.22K - $4.71K
|
24.9K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 2.66% |
$269 - $300
|
270
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.85K- 3.72% |
$263K - $293K
|
177K
$6.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 0.49% |
$5.72K - $6.38K
|
30.6K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-47- 0.4% |
$1.8K - $2.01K
|
11.8K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.2K+ 20.6% |
$390K - $435K
|
59.5K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.02KNew |
$269K - $301K
|
7.02K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
96.9KNew |
$3.72M - $4.15M
|
96.9K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-922- 7.74% |
$35.4K - $39.5K
|
11K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.75K+ 62.37% |
$259K - $289K
|
17.6K
$692K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
32.8K+ 39.44% |
$1.26M - $1.41M
|
116K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.7K+ 3.25% |
$1.1M - $1.23M
|
914K
$36M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
665New |
$25.5K - $28.5K
|
665
$26.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.38K+ 45.08% |
$168K - $188K
|
14.1K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-421K- 97.39% |
$16.1M - $18M
|
11.3K
$443K
|