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 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357New |
$13.7K - $15.3K
|
357
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
295+ 3.74% |
$11.3K - $12.6K
|
8.18K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.85K+ 1.51% |
$378K - $422K
|
662K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.32KNew |
$204K - $228K
|
5.32K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-79.4K- 49.66% |
$3.05M - $3.4M
|
80.5K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.9K+ 6.52% |
$803K - $896K
|
342K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.01KNew |
$269K - $300K
|
7.01K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12KNew |
$461K - $514K
|
12K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-649- 6.4% |
$24.9K - $27.8K
|
9.5K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-849- 8.43% |
$32.6K - $36.4K
|
9.22K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.79K+ 3.69% |
$337K - $377K
|
247K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
41New |
$1.57K - $1.76K
|
41
$1.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 67.94% |
$3.41K - $3.81K
|
42
$1.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.8KNew |
$759K - $847K
|
19.8K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33+ 0.42% |
$1.27K - $1.41K
|
7.94K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31- 29.25% |
$1.19K - $1.33K
|
75
$2.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-230- 63.54% |
$8.83K - $9.85K
|
132
$5.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.43KNew |
$54.9K - $61.3K
|
1.43K
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-56.6K- 41.43% |
$2.17M - $2.43M
|
80.1K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.24% |
$1.77K - $1.97K
|
18.9K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-181- 1.52% |
$6.94K - $7.75K
|
11.7K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
587+ 2.92% |
$22.5K - $25.1K
|
20.7K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 43.29% |
$414K - $462K
|
35.7K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.56KNew |
$213K - $238K
|
5.56K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.46K- 97.59% |
$56K - $62.5K
|
36
$1.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 0.59% |
$1.19K - $1.33K
|
5.32K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
665New |
$25.5K - $28.5K
|
665
$26.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-421K- 97.39% |
$16.1M - $18M
|
11.3K
$443K
|
|
|
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
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.11K- 20.34% |
$80.9K - $90.3K
|
8.26K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
677New |
$26K - $29K
|
677
$26.7K
|
|
|
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 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.2K+ 18.58% |
$276K - $308K
|
45.9K
$1.81M
|
|
|
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
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.91K- 2.65% |
$112K - $125K
|
107K
$4.22M
|
|
|
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
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
648New |
$24.9K - $27.7K
|
648
$25.5K
|
|
|
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
|
Wealthfront Advisers LLC
|
BUY
|
- |
518KNew |
$19.9M - $22.2M
|
518K
$20.4M
|
|
|
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
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.1K- 11.28% |
$42.2K - $47.1K
|
8.65K
$341K
|
|
|
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
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-79- 24.46% |
$3.03K - $3.38K
|
244
$9.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 1.58% |
$192 - $214
|
312
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-805- 9.17% |
$30.9K - $34.5K
|
7.98K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.69KNew |
$257K - $287K
|
6.69K
$264K
|