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 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-29- 56.86% |
$1.08K - $1.18K
|
22
$941
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.15K+ 2.43% |
$339K - $372K
|
386K
$16.5M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.43K+ 8.94% |
$53K - $58.1K
|
17.4K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.91K- 35.68% |
$219K - $240K
|
10.6K
$455K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-43- 10.75% |
$1.59K - $1.75K
|
357
$15.3K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-666- 1.66% |
$24.7K - $27.1K
|
39.4K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.18K- 35.69% |
$43.7K - $47.9K
|
2.13K
$90.9K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
5.94K+ 32.34% |
$220K - $241K
|
24.3K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4.08K- 89.5% |
$151K - $166K
|
479
$20.5K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.38K- 15.9% |
$51K - $55.9K
|
7.29K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-276- 2.95% |
$10.2K - $11.2K
|
9.09K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.65K+ 13.26% |
$98.3K - $108K
|
22.6K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
35+ 1.32% |
$1.3K - $1.42K
|
2.69K
$115K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
747K+ 2500.66% |
$27.7M - $30.4M
|
777K
$33.2M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-732- 4.5% |
$27.1K - $29.7K
|
15.5K
$664K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.81K- 40.52% |
$178K - $196K
|
7.06K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.9K+ 192.42% |
$552K - $605K
|
22.6K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-103- 5.31% |
$3.82K - $4.18K
|
1.84K
$78.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
154K+ 8.57% |
$5.72M - $6.27M
|
1.96M
$83.6M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.24K+ 6.1% |
$46.1K - $50.5K
|
21.6K
$925K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
167New |
$6.19K - $6.79K
|
167
$7.14K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
588+ 21.01% |
$21.8K - $23.9K
|
3.39K
$145K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.96K- 8.2% |
$295K - $323K
|
89.1K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.38K+ 1.38% |
$51.1K - $56K
|
102K
$4.35M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.15K- 5.62% |
$265K - $290K
|
120K
$5.13M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
626+ 7.95% |
$23.2K - $25.4K
|
8.5K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 0.73% |
$4.56K - $5K
|
16.6K
$712K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
433+ 26.08% |
$16.1K - $17.6K
|
2.09K
$89.5K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.78K- 6.93% |
$140K - $154K
|
50.7K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.39K- 4.85% |
$88.4K - $96.9K
|
46.8K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.72K+ 33.73% |
$101K - $110K
|
10.8K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-637- 2.01% |
$23.6K - $25.9K
|
31.1K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 15.24% |
$37.6K - $41.2K
|
7.66K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-23- 0.07% |
$853 - $934
|
33.6K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11K- 1.84% |
$407K - $446K
|
586K
$25.1M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.22K+ 78.11% |
$156K - $171K
|
9.63K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
61.8K+ 10.95% |
$2.29M - $2.51M
|
627K
$26.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-248- 99.6% |
$9.19K - $10.1K
|
1
$42.8
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 0.81% |
$6.67K - $7.31K
|
22.5K
$961K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
619+ 0.98% |
$22.9K - $25.1K
|
64.1K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32.2K+ 5.42% |
$1.19M - $1.31M
|
626K
$26.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
81K+ 1.25% |
$3M - $3.29M
|
6.57M
$281M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.85K- 1.03% |
$106K - $116K
|
273K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10- 3.24% |
$371 - $406
|
299
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
546K+ 24.57% |
$20.2M - $22.2M
|
2.77M
$118M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-720- 0.72% |
$26.7K - $29.3K
|
99.8K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
268+ 0.86% |
$9.93K - $10.9K
|
31.4K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-69- 1.02% |
$2.56K - $2.8K
|
6.67K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 9.44% |
$398K - $436K
|
124K
$5.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 10.58% |
$77.2K - $84.6K
|
17.6K
$753K
|