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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.99K- 12.95% |
$296K - $324K
|
53.7K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-436- 3.98% |
$16.2K - $17.7K
|
10.5K
$450K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.3K- 6.06% |
$566K - $620K
|
236K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
277New |
$10.3K - $11.3K
|
277
$11.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-596- 9.96% |
$22.1K - $24.2K
|
5.39K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 15.88% |
$3.6K - $3.94K
|
514
$22K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
41.5K+ 89.62% |
$1.54M - $1.69M
|
87.8K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.15KNew |
$42.6K - $46.7K
|
1.15K
$49.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 85.19% |
$425K - $465K
|
24.9K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
933New |
$34.6K - $37.9K
|
933
$39.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.39K- 5.1% |
$200K - $219K
|
100K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
140New |
$5.19K - $5.69K
|
140
$5.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10+ 0.16% |
$371 - $406
|
6.27K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
304+ 1125.93% |
$11.3K - $12.4K
|
331
$14.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
462K+ 7.83% |
$17.1M - $18.8M
|
6.36M
$272M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
621New |
$23K - $25.2K
|
621
$26.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
6.66K+ 60.88% |
$247K - $271K
|
17.6K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-435- 3.63% |
$16.1K - $17.7K
|
11.6K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-92K- 65.98% |
$3.41M - $3.74M
|
47.5K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
410+ 1.07% |
$15.2K - $16.7K
|
38.7K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-532- 0.33% |
$19.7K - $21.6K
|
161K
$6.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22+ 0.65% |
$816 - $894
|
3.43K
$147K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
519New |
$19.2K - $21.1K
|
519
$22.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.3KNew |
$566K - $620K
|
15.3K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-458- 0.45% |
$17K - $18.6K
|
102K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.01M - $1.11M
|
27.3K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.58KNew |
$318K - $349K
|
8.58K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-450- 3.06% |
$16.7K - $18.3K
|
14.3K
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.56K+ 5.54% |
$169K - $185K
|
86.9K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 9.52% |
$66.5K - $72.9K
|
17K
$729K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.4K- 13.75% |
$51.8K - $56.8K
|
8.77K
$375K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 14.05% |
$116K - $127K
|
19.2K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.77K- 0.25% |
$65.4K - $71.7K
|
696K
$29.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
33.1K+ 8.85% |
$1.23M - $1.34M
|
407K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.04K+ 7.47% |
$150K - $164K
|
58.1K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-939- 3.27% |
$34.8K - $38.2K
|
27.8K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
903+ 8.14% |
$33.5K - $36.7K
|
12K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
107+ 1.91% |
$3.97K - $4.35K
|
5.72K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-240K- 90.64% |
$8.88M - $9.73M
|
24.7K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.1K- 57.62% |
$598K - $656K
|
11.9K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-910- 0.54% |
$33.7K - $37K
|
168K
$7.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-298- 3.02% |
$11K - $12.1K
|
9.56K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.47K+ 41.68% |
$166K - $182K
|
15.2K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-108- 0.36% |
$4K - $4.39K
|
29.6K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.4K+ 52240.0% |
$387K - $425K
|
10.5K
$448K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.9K- 4.77% |
$182K - $199K
|
98K
$4.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.06K+ 3.67% |
$76.3K - $83.6K
|
58.2K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
175New |
$6.49K - $7.11K
|
175
$7.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-30.9K- 2.96% |
$1.14M - $1.25M
|
1.01M
$43.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.19K+ 5.63% |
$44K - $48.3K
|
22.3K
$953K
|