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 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-249- 7.08% |
$9.55K - $10.7K
|
3.27K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-274- 0.47% |
$10.5K - $11.7K
|
58.6K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.6K+ 175.61% |
$867K - $968K
|
35.5K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.19K+ 2.26% |
$84.1K - $93.9K
|
99.2K
$3.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-30.1K- 4.91% |
$1.16M - $1.29M
|
584K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.91% |
$68.2K - $76.1K
|
62.9K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
389+ 5.53% |
$14.9K - $16.7K
|
7.43K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215KNew |
$8.25M - $9.2M
|
215K
$8.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.11K- 20.34% |
$80.9K - $90.3K
|
8.26K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 0.36% |
$56.3K - $62.9K
|
409K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
677New |
$26K - $29K
|
677
$26.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.47K+ 111.17% |
$171K - $191K
|
8.49K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.41K+ 6.15% |
$131K - $146K
|
58.8K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.94K+ 16.57% |
$266K - $297K
|
48.8K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 7.38% |
$4.3M - $4.8M
|
1.63M
$64.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 53.4% |
$1.14M - $1.27M
|
25.9K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.07% |
$76.7 - $85.6
|
2.74K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-193- 7.16% |
$7.41K - $8.26K
|
2.5K
$98.5K
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-7.31K- 20.71% |
$281K - $313K
|
28K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$606K - $676K
|
15.8K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-345- 20.82% |
$13.2K - $14.8K
|
1.31K
$51.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.2K+ 18.58% |
$276K - $308K
|
45.9K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.74KNew |
$66.8K - $74.6K
|
1.74K
$68.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-445- 3.99% |
$17.1K - $19.1K
|
10.7K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
284K+ 64.81% |
$10.9M - $12.2M
|
723K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.42K+ 27.47% |
$246K - $275K
|
29.8K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-58.8K- 25.48% |
$2.26M - $2.52M
|
172K
$6.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.52K- 3.74% |
$289K - $322K
|
194K
$7.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.5K- 14.78% |
$593K - $662K
|
89.1K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.2K+ 389.48% |
$3M - $3.35M
|
98.3K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-58K- 9.97% |
$2.23M - $2.49M
|
524K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 0.7% |
$839K - $937K
|
3.13M
$123M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
442K+ 4.58% |
$17M - $18.9M
|
10.1M
$397M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.93K- 2.46% |
$151K - $168K
|
156K
$6.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
28.9KNew |
$1.11M - $1.24M
|
28.9K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.13K- 2.98% |
$43.3K - $48.3K
|
36.7K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.86K+ 1.31% |
$71.4K - $79.6K
|
144K
$5.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
488K+ 9.16% |
$18.7M - $20.9M
|
5.81M
$229M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.35K+ 23.79% |
$51.9K - $57.9K
|
7.03K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
669+ 3.66% |
$25.7K - $28.6K
|
19K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
190+ 0.91% |
$7.29K - $8.14K
|
21.1K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
206K+ 1.11% |
$7.89M - $8.8M
|
18.7M
$735M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
9.5KNew |
$365K - $407K
|
9.5K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
8New |
$307 - $343
|
8
$315
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
186KNew |
$7.12M - $7.95M
|
186K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.74K+ 2.72% |
$374K - $417K
|
368K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.35K- 4.66% |
$244K - $272K
|
130K
$5.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.91K- 2.65% |
$112K - $125K
|
107K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-120K- 67.27% |
$4.6M - $5.14M
|
58.4K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.37K+ 4.41% |
$321K - $359K
|
198K
$7.81M
|