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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
93.6K+ 35.3% |
$3.47M - $3.8M
|
359K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
492+ 3.74% |
$18.2K - $20K
|
13.6K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-9.31K- 56.74% |
$345K - $378K
|
7.1K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30.5K- 14.5% |
$1.13M - $1.24M
|
180K
$7.68M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-161- 2.16% |
$5.97K - $6.54K
|
7.29K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
2.05K+ 8.97% |
$76K - $83.3K
|
24.9K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69K+ 11.4% |
$99.7K - $109K
|
26.3K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
96.4K+ 5.88% |
$3.57M - $3.92M
|
1.74M
$74.2M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.97K- 17.68% |
$258K - $283K
|
32.5K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-202- 1.22% |
$7.49K - $8.21K
|
16.3K
$697K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.57K+ 28.66% |
$281K - $307K
|
34K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
22.5KNew |
$834K - $914K
|
22.5K
$962K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
23.1KNew |
$856K - $939K
|
23.1K
$988K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-43.5K- 2.23% |
$1.61M - $1.77M
|
1.9M
$81.5M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.87K- 29.65% |
$292K - $320K
|
18.7K
$799K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-495K- 76.77% |
$18.3M - $20.1M
|
150K
$6.4M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-35K- 68.56% |
$1.3M - $1.42M
|
16.1K
$687K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-712- 10.84% |
$26.4K - $28.9K
|
5.86K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.86K+ 16.02% |
$180K - $198K
|
35.2K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.9K+ 2.14% |
$923K - $1.01M
|
1.19M
$50.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
919+ 1.56% |
$34.1K - $37.3K
|
60K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-22.2K- 22.75% |
$824K - $903K
|
75.4K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
939+ 7.11% |
$34.8K - $38.2K
|
14.1K
$605K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13New |
$482 - $528
|
13
$556
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14.5K- 2.92% |
$537K - $589K
|
482K
$20.6M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-147- 0.4% |
$5.45K - $5.97K
|
36.6K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 9.69% |
$43.9K - $48.1K
|
11K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.93K+ 24.21% |
$71.5K - $78.4K
|
9.9K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-21.7K- 12.99% |
$804K - $881K
|
145K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
58New |
$2.15K - $2.36K
|
58
$2.48K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
506+ 0.24% |
$18.8K - $20.6K
|
215K
$9.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$488K - $535K
|
13.2K
$563K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.8KNew |
$512K - $562K
|
13.8K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 4.69% |
$126K - $138K
|
76K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.07K+ 1.04% |
$39.5K - $43.3K
|
104K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-162- 0.1% |
$6.01K - $6.58K
|
156K
$6.66M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
905+ 10.4% |
$33.5K - $36.8K
|
9.6K
$411K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
133K+ 147.09% |
$4.94M - $5.42M
|
224K
$9.57M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 1.51% |
$11.8K - $12.9K
|
21.4K
$915K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
80.9K+ 120.78% |
$3M - $3.29M
|
148K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-156- 1.64% |
$5.78K - $6.34K
|
9.36K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-333- 0.63% |
$12.3K - $13.5K
|
52.9K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
926+ 1.36% |
$34.3K - $37.6K
|
69.1K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
290New |
$10.8K - $11.8K
|
290
$12.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-550- 8.12% |
$20.4K - $22.3K
|
6.22K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11.5K+ 6.83% |
$428K - $469K
|
180K
$7.71M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
35+ 0.45% |
$1.3K - $1.42K
|
7.83K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.36K- 1.95% |
$50.5K - $55.4K
|
68.4K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.56K- 4.3% |
$94.8K - $104K
|
56.9K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9.45K- 9.96% |
$350K - $384K
|
85.5K
$3.65M
|