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 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-38.1KClosed |
$1.58M - $1.73M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.91KClosed |
$245K - $267K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-46KClosed |
$1.91M - $2.08M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-50Closed |
$2.14K - $2.32K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.07KClosed |
$88.9K - $96.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.66KNew |
$71K - $76.8K
|
1.66K
$65K
|
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.7KClosed |
$245K - $264K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-172Closed |
$7.37K - $7.97K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.58KClosed |
$196K - $212K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-23Closed |
$986 - $1.07K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-226Closed |
$9.69K - $10.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-80- 47.62% |
$3.43K - $3.71K
|
88
$3.45K
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.69KClosed |
$372K - $403K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-13.9KClosed |
$597K - $646K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-332Closed |
$14.2K - $15.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.21KClosed |
$51.7K - $55.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-46Closed |
$1.97K - $2.13K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
BUY
|
- |
6KNew |
$254K - $284K
|
6K
$235K
|
|
|
Sep 20, 2021
Q1 2021
|
Activest Wealth Management
|
BUY
|
- |
2.24KNew |
$95.1K - $106K
|
2.24K
$87.9K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-474Closed |
$20.1K - $22.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.56KClosed |
$66.2K - $73.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.8KClosed |
$798K - $891K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-14.3KClosed |
$605K - $676K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-18.9KClosed |
$800K - $893K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5Closed |
$212 - $237
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-83.6KClosed |
$3.54M - $3.96M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
720+ 7.72% |
$30.5K - $34.1K
|
10K
$394K
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-105- 9.59% |
$4.45K - $4.97K
|
990
$38.8K
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-50Closed |
$2.12K - $2.37K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-49Closed |
$2.08K - $2.32K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-8.32KClosed |
$353K - $394K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-631Closed |
$26.8K - $29.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-485Closed |
$17.7K - $20.6K
|
0
$0
|
|
|
Feb 23, 2021
Q4 2020
|
Orion Capital Management LLC
|
BUY
|
- |
1.5KNew |
$54.5K - $63.6K
|
1.5K
$58.7K
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
115New |
$4.19K - $4.89K
|
115
$4.51K
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-206Closed |
$7.51K - $8.75K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.5KClosed |
$237K - $276K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-235Closed |
$8.56K - $9.99K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
BUY
|
- |
4.96KNew |
$181K - $211K
|
4.96K
$194K
|
|
|
Feb 03, 2021
Q4 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.49KClosed |
$54.4K - $63.5K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Ballast, Inc.
|
SELL
|
- |
-27.7KClosed |
$1.01M - $1.18M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
143KNew |
$5.21M - $6.08M
|
143K
$5.61M
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.25K+ 18.0% |
$76.2K - $85.3K
|
14.8K
$579K
|
|
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-63.1KClosed |
$2.14M - $2.39M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.7K- 22.07% |
$227K - $254K
|
23.6K
$927K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23.4KNew |
$791K - $885K
|
23.4K
$916K
|
|
|
Nov 13, 2020
Q3 2020
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.29KClosed |
$213K - $238K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Resource Planning Group
|
SELL
|
- |
-9.25KClosed |
$313K - $350K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.86KClosed |
$232K - $260K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-274Closed |
$9.27K - $10.4K
|
0
$0
|
|