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 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-37.1KClosed |
$1.26M - $1.49M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
37+ 0.33% |
$1.25K - $1.48K
|
11.4K
$448K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-153KClosed |
$5.19M - $6.14M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$361K - $427K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 17.29% |
$43K - $50.9K
|
6.08K
$239K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.43KClosed |
$217K - $257K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-626Closed |
$21.2K - $25.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-6.07KClosed |
$206K - $243K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$228K - $270K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.9KClosed |
$435K - $515K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.01KNew |
$34.1K - $40.3K
|
1.01K
$39.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
378+ 0.43% |
$12.8K - $15.1K
|
87.7K
$3.45M
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-8.43KClosed |
$285K - $337K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-7.64KClosed |
$259K - $306K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
291New |
$9.85K - $11.6K
|
291
$11.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-100- 1.68% |
$3.39K - $4K
|
5.85K
$230K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-917- 11.61% |
$31K - $36.7K
|
6.98K
$274K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-10.6KClosed |
$360K - $426K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.12K- 27.27% |
$37.9K - $44.8K
|
2.99K
$117K
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.83K+ 1.89% |
$62K - $73.4K
|
99K
$3.89M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
106+ 18.18% |
$3.59K - $4.24K
|
689
$27.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-5.13KClosed |
$174K - $205K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5.26KClosed |
$178K - $210K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5New |
$169 - $200
|
5
$196
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
50+ 53.76% |
$1.69K - $2K
|
143
$5.62K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-65.2KClosed |
$2.21M - $2.61M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.77KNew |
$128K - $151K
|
3.77K
$148K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-71Closed |
$2.4K - $2.84K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-5.98KClosed |
$202K - $239K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-5.23KClosed |
$177K - $209K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-12.2KClosed |
$412K - $487K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$418K - $495K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-239- 60.35% |
$8.09K - $9.57K
|
157
$6.17K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.95KClosed |
$269K - $318K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.33KClosed |
$83.2K - $100K
|
0
$0
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.33KNew |
$226K - $272K
|
6.33K
$249K
|
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-88.7KClosed |
$3.16M - $3.81M
|
0
$0
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-5.8K- 46.19% |
$207K - $249K
|
6.75K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-9.18KClosed |
$328K - $395K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.62KClosed |
$201K - $242K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-95Closed |
$3.39K - $4.09K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-118Closed |
$4.21K - $5.08K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-8.98KClosed |
$320K - $386K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
658New |
$23.5K - $28.3K
|
658
$25.9K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-17.6KClosed |
$627K - $756K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-133Closed |
$4.75K - $5.72K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-115Closed |
$4.1K - $4.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-19.6KClosed |
$701K - $845K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.14KClosed |
$184K - $221K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-12- 29.27% |
$428 - $516
|
29
$1.14K
|
|