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 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 1.58% |
$405K - $452K
|
680K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 48.38% |
$44.1K - $49.2K
|
1.23K
$48.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.62K+ 8.57% |
$62.2K - $69.4K
|
20.5K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-15.2K- 6.08% |
$584K - $652K
|
235K
$9.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.65K- 9.44% |
$102K - $113K
|
25.4K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
648New |
$24.9K - $27.7K
|
648
$25.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.22K+ 3.06% |
$239K - $266K
|
209K
$8.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.84K- 7.0% |
$377K - $421K
|
131K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
110K+ 2.51% |
$4.21M - $4.7M
|
4.48M
$176M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.7K- 2.83% |
$643K - $717K
|
574K
$22.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
19.4K+ 28.2% |
$746K - $833K
|
88.4K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.55K- 35.91% |
$328K - $366K
|
15.3K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.47K+ 1.47% |
$56.6K - $63.1K
|
102K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
36.4K+ 4.44% |
$1.4M - $1.56M
|
856K
$33.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.9K+ 3.7% |
$188K - $210K
|
137K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
676+ 0.92% |
$25.9K - $28.9K
|
73.8K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
21.9K+ 6.73% |
$842K - $939K
|
348K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.3K+ 57.94% |
$2.7M - $3.01M
|
192K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.73K- 18.14% |
$335K - $374K
|
39.4K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.57KNew |
$60.4K - $67.4K
|
1.57K
$62K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.5K+ 6.23% |
$2.97M - $3.32M
|
1.32M
$52.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
649+ 19.93% |
$24.9K - $27.8K
|
3.91K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.5K+ 3.59% |
$402K - $449K
|
302K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
323K+ 6357.93% |
$12.4M - $13.8M
|
328K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-46- 0.28% |
$1.77K - $1.97K
|
16.5K
$650K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7K+ 4.13% |
$269K - $300K
|
176K
$6.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-742- 7.23% |
$28.5K - $31.8K
|
9.52K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
518KNew |
$19.9M - $22.2M
|
518K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.61K+ 0.59% |
$254K - $283K
|
1.13M
$44.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.81K+ 32.66% |
$223K - $249K
|
23.6K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 1.02% |
$618K - $690K
|
1.56M
$61.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
9.08KNew |
$349K - $389K
|
9.08K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.32K- 18.35% |
$88.9K - $99.2K
|
10.3K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 7.39% |
$77.4K - $86.4K
|
25.3K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.5K- 7.62% |
$632K - $705K
|
200K
$7.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.1K- 11.28% |
$42.2K - $47.1K
|
8.65K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
171+ 0.16% |
$6.56K - $7.32K
|
104K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.94KNew |
$151K - $169K
|
3.94K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
167New |
$6.41K - $7.15K
|
167
$6.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-264K- 11.93% |
$10.1M - $11.3M
|
1.95M
$76.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
610+ 0.77% |
$23.4K - $26.1K
|
80K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 30.1% |
$436K - $487K
|
26.4K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.52K- 10.09% |
$58.2K - $65K
|
13.5K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.02K- 6.78% |
$77.6K - $86.6K
|
27.8K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.37K- 17.58% |
$129K - $144K
|
15.8K
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-79- 24.46% |
$3.03K - $3.38K
|
244
$9.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4K+ 4.99% |
$153K - $171K
|
84.1K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
131K+ 164.61% |
$5.04M - $5.63M
|
211K
$8.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 1.58% |
$192 - $214
|
312
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.57K- 1.7% |
$60.3K - $67.3K
|
90.7K
$3.57M
|