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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.81K- 33.28% |
$135K - $148K
|
7.65K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
468New |
$16.5K - $18.2K
|
468
$18.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
6.87KNew |
$243K - $266K
|
6.87K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-202- 3.51% |
$7.13K - $7.84K
|
5.55K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-8.02K- 51.87% |
$283K - $311K
|
7.45K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$35.3 - $38.8
|
1
$39.4
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.51KNew |
$230K - $253K
|
6.51K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
293+ 0.87% |
$10.3K - $11.4K
|
33.9K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
900+ 1.9% |
$31.8K - $34.9K
|
48.3K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-51- 0.82% |
$1.8K - $1.98K
|
6.18K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
350New |
$12.4K - $13.6K
|
350
$13.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.07K- 5.19% |
$73.2K - $80.4K
|
37.9K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
435+ 2.65% |
$15.4K - $16.9K
|
16.9K
$664K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$14.1K - $15.5K
|
400
$15.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
470+ 15666.67% |
$16.6K - $18.2K
|
473
$18.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.17% |
$494 - $543
|
8.41K
$331K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
63New |
$2.22K - $2.44K
|
63
$2.48K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 1.25% |
$282 - $310
|
646
$25.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.4K- 94.36% |
$473K - $520K
|
800
$31.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36New |
$1.27K - $1.4K
|
36
$1.42K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
283New |
$9.99K - $11K
|
283
$11.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
13+ 0.14% |
$459 - $504
|
8.99K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
473+ 0.15% |
$16.7K - $18.3K
|
319K
$12.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.7KNew |
$272K - $299K
|
7.7K
$303K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51- 1.81% |
$1.8K - $1.98K
|
2.77K
$109K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.59K- 9.12% |
$56.1K - $61.6K
|
15.8K
$623K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.2KNew |
$467K - $513K
|
13.2K
$521K
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-51.1K- 17.45% |
$1.8M - $1.98M
|
242K
$9.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
721+ 24.86% |
$25.5K - $28K
|
3.62K
$143K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
578New |
$20.4K - $22.4K
|
578
$22.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.91K- 88.6% |
$138K - $152K
|
503
$19.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-45.1K- 9.25% |
$1.59M - $1.75M
|
443K
$17.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.37KNew |
$260K - $286K
|
7.37K
$290K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-41- 0.68% |
$1.45K - $1.59K
|
6.02K
$237K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-47- 0.64% |
$1.66K - $1.82K
|
7.32K
$288K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.22K- 2.3% |
$43K - $47.3K
|
51.7K
$2.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.29% |
$35.3 - $38.8
|
345
$13.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
304+ 3.35% |
$10.7K - $11.8K
|
9.37K
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
418New |
$14.8K - $16.2K
|
418
$16.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
503+ 1.41% |
$17.8K - $19.5K
|
36.1K
$1.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.81% |
$35.3 - $38.8
|
125
$4.92K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
932New |
$32.9K - $36.2K
|
932
$36.7K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
520New |
$17.5K - $19K
|
520
$20.5K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.34K- 27.49% |
$45.1K - $48.8K
|
3.53K
$139K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-99- 22.45% |
$3.34K - $3.61K
|
342
$13.5K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6KNew |
$202K - $219K
|
6K
$236K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.86K+ 54.64% |
$164K - $177K
|
13.8K
$542K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72New |
$2.43K - $2.63K
|
72
$2.84K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.6K- 5.48% |
$155K - $168K
|
79.4K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-227- 31.75% |
$7.65K - $8.28K
|
488
$19.2K
|
|