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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
619+ 0.98% |
$22.9K - $25.1K
|
64.1K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32.2K+ 5.42% |
$1.19M - $1.31M
|
626K
$24.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
81K+ 1.25% |
$3M - $3.29M
|
6.57M
$259M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.85K- 1.03% |
$106K - $116K
|
273K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.1K- 3.78% |
$189K - $207K
|
130K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-328- 5.93% |
$12.2K - $13.3K
|
5.2K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10- 3.24% |
$371 - $406
|
299
$11.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.68K- 1.45% |
$99.3K - $109K
|
181K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
546K+ 24.57% |
$20.2M - $22.2M
|
2.77M
$109M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-194- 2.5% |
$7.19K - $7.88K
|
7.57K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-720- 0.72% |
$26.7K - $29.3K
|
99.8K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
268+ 0.86% |
$9.93K - $10.9K
|
31.4K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-69- 1.02% |
$2.56K - $2.8K
|
6.67K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 9.44% |
$398K - $436K
|
124K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 10.58% |
$77.2K - $84.6K
|
17.6K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.99K- 12.95% |
$296K - $324K
|
53.7K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-436- 3.98% |
$16.2K - $17.7K
|
10.5K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.3K- 6.06% |
$566K - $620K
|
236K
$9.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
277New |
$10.3K - $11.3K
|
277
$10.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-596- 9.96% |
$22.1K - $24.2K
|
5.39K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 15.88% |
$3.6K - $3.94K
|
514
$20.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
41.5K+ 89.62% |
$1.54M - $1.69M
|
87.8K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.15KNew |
$42.6K - $46.7K
|
1.15K
$45.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 85.19% |
$425K - $465K
|
24.9K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
933New |
$34.6K - $37.9K
|
933
$36.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.39K- 5.1% |
$200K - $219K
|
100K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
140New |
$5.19K - $5.69K
|
140
$5.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10+ 0.16% |
$371 - $406
|
6.27K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
304+ 1125.93% |
$11.3K - $12.4K
|
331
$13K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
462K+ 7.83% |
$17.1M - $18.8M
|
6.36M
$251M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
621New |
$23K - $25.2K
|
621
$24.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.28K+ 6.97% |
$344K - $377K
|
142K
$5.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
6.66K+ 60.88% |
$247K - $271K
|
17.6K
$693K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-435- 3.63% |
$16.1K - $17.7K
|
11.6K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
87+ 0.22% |
$3.23K - $3.53K
|
39.3K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-92K- 65.98% |
$3.41M - $3.74M
|
47.5K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
410+ 1.07% |
$15.2K - $16.7K
|
38.7K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-532- 0.33% |
$19.7K - $21.6K
|
161K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22+ 0.65% |
$816 - $894
|
3.43K
$135K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
519New |
$19.2K - $21.1K
|
519
$20.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.3KNew |
$566K - $620K
|
15.3K
$602K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-458- 0.45% |
$17K - $18.6K
|
102K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.01M - $1.11M
|
27.3K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.58KNew |
$318K - $349K
|
8.58K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.95M+ 4013.87% |
$109M - $120M
|
3.03M
$119M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-450- 3.06% |
$16.7K - $18.3K
|
14.3K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.56K+ 5.54% |
$169K - $185K
|
86.9K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 9.52% |
$66.5K - $72.9K
|
17K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.4K- 13.75% |
$51.8K - $56.8K
|
8.77K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 14.05% |
$116K - $127K
|
19.2K
$755K
|