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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-336K- 23.7% |
$12.1M - $14M
|
1.08M
$42.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-21.6K- 10.85% |
$776K - $898K
|
177K
$6.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.23KNew |
$260K - $301K
|
7.23K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-246- 1.55% |
$8.86K - $10.3K
|
15.6K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.07K- 1.27% |
$38.5K - $44.5K
|
83.1K
$3.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
154K+ 52.36% |
$5.53M - $6.4M
|
447K
$17.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.22K+ 10.02% |
$116K - $134K
|
35.3K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-740- 10.05% |
$26.7K - $30.8K
|
6.62K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-239- 27.92% |
$8.61K - $9.96K
|
617
$24.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
39.7K+ 32.21% |
$1.43M - $1.65M
|
163K
$6.43M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.09KNew |
$183K - $212K
|
5.09K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 0.1% |
$2.7K - $3.13K
|
71.5K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-307- 13.48% |
$11.1K - $12.8K
|
1.97K
$77.7K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.06K+ 1.31% |
$74.3K - $85.9K
|
159K
$6.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
597+ 0.78% |
$21.5K - $24.9K
|
77K
$3.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
12.2K+ 29.01% |
$438K - $507K
|
54.1K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
168KNew |
$6.05M - $7M
|
168K
$6.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.33K- 22.2% |
$120K - $139K
|
11.7K
$460K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
32.7K+ 118.07% |
$1.18M - $1.36M
|
60.5K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
332+ 1.2% |
$12K - $13.8K
|
28K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
72New |
$2.59K - $3K
|
72
$2.84K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$792 - $917
|
22
$868
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.1% |
$468 - $542
|
12.4K
$489K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.46K+ 7.17% |
$52.5K - $60.8K
|
21.8K
$860K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1K+ 7.71% |
$363K - $421K
|
141K
$5.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.77K- 13.18% |
$63.9K - $73.9K
|
11.7K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.82K+ 1.4% |
$174K - $201K
|
348K
$13.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-872- 1.23% |
$31.4K - $36.3K
|
70.2K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.47K+ 22.65% |
$52.8K - $61.1K
|
7.93K
$313K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.1K+ 104.9% |
$724K - $838K
|
39.3K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27K+ 23.83% |
$973K - $1.13M
|
140K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-91- 0.12% |
$3.28K - $3.79K
|
76.3K
$3.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6.1K- 8.28% |
$220K - $254K
|
67.6K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-155K- 96.4% |
$5.58M - $6.45M
|
5.79K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-127- 17.71% |
$4.57K - $5.29K
|
590
$23.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 3.55% |
$442K - $512K
|
358K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$432 - $500
|
16.6K
$653K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.7K- 0.25% |
$61.3K - $70.9K
|
669K
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 8.88% |
$761K - $880K
|
259K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-34.1K- 40.72% |
$1.23M - $1.42M
|
49.7K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-10.1K- 46.06% |
$365K - $423K
|
11.9K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.4K+ 3.26% |
$303K - $350K
|
266K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 3.14% |
$1.79M - $2.07M
|
1.63M
$64.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
652+ 12.05% |
$23.5K - $27.2K
|
6.07K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
92.5K+ 21.97% |
$3.33M - $3.86M
|
514K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-143- 20.75% |
$5.15K - $5.96K
|
546
$21.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-394- 0.38% |
$14.2K - $16.4K
|
103K
$4.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.19K- 8.28% |
$42.9K - $49.6K
|
13.2K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-394- 2.41% |
$14.2K - $16.4K
|
16K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.19K+ 583.24% |
$79K - $91.4K
|
2.57K
$101K
|