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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-296- 37.19% |
$10.7K - $12.3K
|
500
$20K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
484New |
$17.4K - $20.2K
|
484
$19.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.07K+ 33.21% |
$219K - $253K
|
24.4K
$975K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2K- 16.26% |
$71.9K - $83.2K
|
10.3K
$411K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.45K- 24.44% |
$304K - $352K
|
26.1K
$1.05M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-97- 59.88% |
$3.49K - $4.04K
|
65
$2.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.12K- 3.86% |
$76.2K - $88.2K
|
52.7K
$2.11M
|
|
| Q2 2024 | |||||||
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.15% |
$106 - $116
|
265
$10.6K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-467- 3.42% |
$16.5K - $18.1K
|
13.2K
$527K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
303New |
$10.7K - $11.8K
|
303
$12.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.31KNew |
$46.3K - $50.9K
|
1.31K
$52.5K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.68K- 20.36% |
$59.2K - $65K
|
6.55K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
377New |
$13.3K - $14.6K
|
377
$15.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-380- 19.41% |
$13.4K - $14.7K
|
1.58K
$63.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.01KNew |
$212K - $233K
|
6.01K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.7KNew |
$482K - $530K
|
13.7K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
167+ 355.32% |
$5.9K - $6.48K
|
214
$8.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.1KNew |
$286K - $314K
|
8.1K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.49KNew |
$194K - $213K
|
5.49K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.81K- 33.28% |
$135K - $148K
|
7.65K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
468New |
$16.5K - $18.2K
|
468
$18.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
6.87KNew |
$243K - $266K
|
6.87K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-202- 3.51% |
$7.13K - $7.84K
|
5.55K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-8.02K- 51.87% |
$283K - $311K
|
7.45K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$35.3 - $38.8
|
1
$40
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.51KNew |
$230K - $253K
|
6.51K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.61K+ 130.79% |
$339K - $373K
|
17K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
293+ 0.87% |
$10.3K - $11.4K
|
33.9K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
900+ 1.9% |
$31.8K - $34.9K
|
48.3K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-51- 0.82% |
$1.8K - $1.98K
|
6.18K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
350New |
$12.4K - $13.6K
|
350
$14K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.07K- 5.19% |
$73.2K - $80.4K
|
37.9K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
435+ 2.65% |
$15.4K - $16.9K
|
16.9K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$14.1K - $15.5K
|
400
$16K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
470+ 15666.67% |
$16.6K - $18.2K
|
473
$18.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.17% |
$494 - $543
|
8.41K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
63New |
$2.22K - $2.44K
|
63
$2.52K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 1.25% |
$282 - $310
|
646
$25.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.4K- 94.36% |
$473K - $520K
|
800
$32K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.52K- 30.73% |
$124K - $136K
|
7.92K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36New |
$1.27K - $1.4K
|
36
$1.44K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
283New |
$9.99K - $11K
|
283
$11.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24.4K+ 9.7% |
$862K - $947K
|
276K
$11.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
13+ 0.14% |
$459 - $504
|
8.99K
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
473+ 0.15% |
$16.7K - $18.3K
|
319K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.7KNew |
$272K - $299K
|
7.7K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51- 1.81% |
$1.8K - $1.98K
|
2.77K
$111K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.59K- 9.12% |
$56.1K - $61.6K
|
15.8K
$633K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.2KNew |
$467K - $513K
|
13.2K
$529K
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-51.1K- 17.45% |
$1.8M - $1.98M
|
242K
$9.67M
|
|