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 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21New |
$756 - $875
|
21
$827
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.47KNew |
$305K - $353K
|
8.47K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
130New |
$4.68K - $5.42K
|
130
$5.12K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-973- 1.66% |
$35K - $40.6K
|
57.7K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
242New |
$8.72K - $10.1K
|
242
$9.53K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.89K- 91.31% |
$140K - $162K
|
370
$14.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
9.4KNew |
$338K - $392K
|
9.4K
$370K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-4.3K- 99.98% |
$155K - $179K
|
1
$39.4
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
272New |
$9.8K - $11.3K
|
272
$10.7K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-170- 0.58% |
$6.12K - $7.09K
|
29K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.42KNew |
$195K - $226K
|
5.42K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
296+ 276.64% |
$10.7K - $12.3K
|
403
$15.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-84.9K- 53.86% |
$3.06M - $3.54M
|
72.8K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 24.52% |
$77.2K - $89.3K
|
10.9K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-246- 1.55% |
$8.86K - $10.3K
|
15.6K
$614K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.09KNew |
$183K - $212K
|
5.09K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
72New |
$2.59K - $3K
|
72
$2.84K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$792 - $917
|
22
$867
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-155K- 96.4% |
$5.58M - $6.45M
|
5.79K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-127- 17.71% |
$4.57K - $5.29K
|
590
$23.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 8.88% |
$761K - $880K
|
259K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 3.14% |
$1.79M - $2.07M
|
1.63M
$64.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.89K+ 12.67% |
$356K - $412K
|
87.9K
$3.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.23K- 29.51% |
$116K - $135K
|
7.72K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-442- 1.16% |
$15.9K - $18.4K
|
37.6K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-78- 6.5% |
$2.81K - $3.25K
|
1.12K
$44.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.17KNew |
$186K - $216K
|
5.17K
$204K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-689- 17.71% |
$24.8K - $28.7K
|
3.2K
$126K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
89New |
$3.21K - $3.71K
|
89
$3.51K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
376+ 0.48% |
$13.5K - $15.7K
|
79.3K
$3.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 15.38% |
$1.08K - $1.25K
|
165
$6.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
11KNew |
$396K - $459K
|
11K
$433K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$178K - $206K
|
4.94K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-296- 37.19% |
$10.7K - $12.3K
|
500
$19.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
484New |
$17.4K - $20.2K
|
484
$19.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.07K+ 33.21% |
$219K - $253K
|
24.4K
$960K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-97- 59.88% |
$3.49K - $4.04K
|
65
$2.56K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.12K- 3.86% |
$76.2K - $88.2K
|
52.7K
$2.08M
|
|
| Q2 2024 | |||||||
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.15% |
$106 - $116
|
265
$10.4K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-467- 3.42% |
$16.5K - $18.1K
|
13.2K
$519K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
303New |
$10.7K - $11.8K
|
303
$11.9K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.31KNew |
$46.3K - $50.9K
|
1.31K
$51.7K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.68K- 20.36% |
$59.2K - $65K
|
6.55K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
377New |
$13.3K - $14.6K
|
377
$14.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-380- 19.41% |
$13.4K - $14.7K
|
1.58K
$62.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.01KNew |
$212K - $233K
|
6.01K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.7KNew |
$482K - $530K
|
13.7K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
167+ 355.32% |
$5.9K - $6.48K
|
214
$8.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.1KNew |
$286K - $314K
|
8.1K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.49KNew |
$194K - $213K
|
5.49K
$216K
|
|