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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47K+ 19.4% |
$1.8M - $2.01M
|
289K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.7K+ 7.41% |
$603K - $673K
|
228K
$8.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
79.2K+ 7.32% |
$3.04M - $3.39M
|
1.16M
$45.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
42.8KNew |
$1.64M - $1.83M
|
42.8K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
155+ 1.84% |
$5.95K - $6.64K
|
8.56K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2- 4.44% |
$76.7 - $85.6
|
43
$1.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.6K- 11.74% |
$405K - $452K
|
79.3K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.56% |
$153 - $171
|
261
$10.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.78K- 7.26% |
$107K - $119K
|
35.5K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.42K- 2.35% |
$54.5K - $60.8K
|
59.1K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.91K+ 1.89% |
$150K - $167K
|
210K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.12K+ 4.57% |
$81.5K - $90.9K
|
48.7K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.4K- 2.42% |
$92K - $103K
|
96.6K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26+ 0.38% |
$998 - $1.11K
|
6.93K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-750- 9.77% |
$28.8K - $32.1K
|
6.92K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
19.6K+ 27.89% |
$752K - $839K
|
89.8K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.5K- 12.86% |
$440K - $491K
|
77.7K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.26K- 9.53% |
$48.2K - $53.8K
|
11.9K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6- 1.1% |
$230 - $257
|
540
$21.3K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
106K+ 545.88% |
$4.08M - $4.55M
|
126K
$4.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
316+ 12.3% |
$12.1K - $13.5K
|
2.89K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.69KNew |
$257K - $286K
|
6.69K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.65K- 15.08% |
$140K - $156K
|
20.5K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
59New |
$2.26K - $2.53K
|
59
$2.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
785+ 83.69% |
$30.1K - $33.6K
|
1.72K
$67.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70New |
$2.69K - $3K
|
70
$2.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.71K+ 2.6% |
$258K - $287K
|
265K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-551- 8.32% |
$21.1K - $23.6K
|
6.07K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-659- 10.62% |
$25.3K - $28.2K
|
5.55K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.73K+ 0.66% |
$66.3K - $74K
|
265K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-410- 2.99% |
$15.7K - $17.6K
|
13.3K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.98K+ 99.42% |
$153K - $170K
|
7.97K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.69K- 5.99% |
$372K - $415K
|
152K
$5.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
106New |
$4.07K - $4.54K
|
106
$4.18K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
23K+ 37.37% |
$882K - $984K
|
84.5K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.1K- 59.85% |
$811K - $905K
|
14.2K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.7K- 3.46% |
$104K - $116K
|
75.4K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.17K+ 2.08% |
$122K - $136K
|
156K
$6.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-103- 43.1% |
$3.95K - $4.41K
|
136
$5.36K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.39K+ 0.69% |
$169K - $188K
|
644K
$25.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.78K- 4.65% |
$145K - $162K
|
77.5K
$3.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 0.37% |
$307 - $343
|
2.14K
$84.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.83K- 3.67% |
$108K - $121K
|
74.2K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-400- 5.22% |
$15.3K - $17.1K
|
7.26K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.49K- 0.26% |
$57.1K - $63.8K
|
562K
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-227- 2.0% |
$8.71K - $9.72K
|
11.1K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
330+ 1.79% |
$12.7K - $14.1K
|
18.7K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.84K+ 108.39% |
$301K - $336K
|
15.1K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
747+ 1.42% |
$28.7K - $32K
|
53.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-911- 3.32% |
$35K - $39K
|
26.5K
$1.05M
|