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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.51K+ 1.3% |
$78K - $89.4K
|
196K
$7.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9.12K- 71.83% |
$283K - $324K
|
3.58K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
10.1KNew |
$315K - $360K
|
10.1K
$398K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.6K- 11.86% |
$49.7K - $56.9K
|
11.9K
$467K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$211K - $242K
|
6.81K
$268K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 11.94% |
$1.83K - $2.1K
|
553
$21.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5.51K- 17.16% |
$171K - $196K
|
26.6K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.87K- 18.14% |
$58.1K - $66.6K
|
8.45K
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.67K- 25.47% |
$82.8K - $94.8K
|
7.8K
$307K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.54KNew |
$78.7K - $90.1K
|
2.54K
$99.6K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
70New |
$2.17K - $2.49K
|
70
$2.75K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.35KNew |
$104K - $119K
|
3.35K
$132K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
199+ 1.66% |
$6.18K - $7.07K
|
12.2K
$478K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-511Closed |
$15.9K - $18.2K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-181- 2.71% |
$5.62K - $6.43K
|
6.5K
$255K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
914New |
$28.4K - $32.5K
|
914
$35.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13K- 47.0% |
$404K - $462K
|
14.7K
$576K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
260K+ 541.37% |
$8.08M - $9.26M
|
309K
$12.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
442+ 1.05% |
$13.7K - $15.7K
|
42.4K
$1.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 16.12% |
$35.3K - $40.4K
|
5.92K
$232K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.1KNew |
$220K - $252K
|
7.1K
$279K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-21- 0.24% |
$652 - $747
|
8.81K
$346K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
19+ 0.2% |
$590 - $675
|
9.5K
$373K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.13K+ 103.4% |
$66.1K - $75.7K
|
4.19K
$164K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
288New |
$8.94K - $10.2K
|
288
$11.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
97New |
$3.01K - $3.45K
|
97
$3.81K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.01% |
$62.1 - $71.1
|
20.6K
$811K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
850New |
$26.4K - $30.2K
|
850
$33.4K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.4KClosed |
$217K - $256K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.18KClosed |
$175K - $207K
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-5.59KClosed |
$189K - $224K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
49KNew |
$1.66M - $1.96M
|
49K
$1.93M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.86KClosed |
$63.1K - $74.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
775+ 1.37% |
$26.2K - $31K
|
57.4K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 1.11% |
$542 - $640
|
1.46K
$57.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-23Closed |
$779 - $921
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.45K+ 14.04% |
$252K - $298K
|
60.5K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.33KClosed |
$282K - $334K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-136KClosed |
$4.61M - $5.45M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.72KClosed |
$228K - $269K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.5KClosed |
$50.8K - $60K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.51K- 8.7% |
$84.9K - $100K
|
26.3K
$1.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.74KClosed |
$194K - $230K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
15.8KNew |
$535K - $633K
|
15.8K
$621K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.67KClosed |
$192K - $227K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-11.6KClosed |
$392K - $464K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$271 - $320
|
8
$314
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.09KClosed |
$70.6K - $83.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8.75KClosed |
$296K - $350K
|
0
$0
|
|