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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
785+ 6.68% |
$23.7K - $27.1K
|
12.5K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5- 0.1% |
$151 - $173
|
5.21K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.08KNew |
$32.7K - $37.4K
|
1.08K
$51.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
155KNew |
$4.69M - $5.36M
|
155K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1New |
$30.2 - $34.5
|
1
$47.1
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 0.96% |
$121 - $138
|
414
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
77+ 0.24% |
$2.32K - $2.66K
|
32.6K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.89K+ 2.35% |
$57.1K - $65.3K
|
82.5K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-26- 20.0% |
$785 - $897
|
104
$4.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$60.4K - $69K
|
2K
$94.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.95KNew |
$210K - $240K
|
6.95K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
147New |
$4.44K - $5.07K
|
147
$6.93K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
6.32KNew |
$191K - $218K
|
6.32K
$298K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-735- 19.24% |
$22.2K - $25.4K
|
3.09K
$145K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
42New |
$1.27K - $1.45K
|
42
$1.98K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28New |
$845 - $966
|
28
$1.32K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.28KNew |
$190K - $217K
|
6.28K
$296K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-39- 0.45% |
$1.18K - $1.35K
|
8.58K
$404K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.57K+ 0.74% |
$289K - $330K
|
1.3M
$61.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.09KNew |
$184K - $210K
|
6.09K
$287K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
185+ 5.26% |
$5.58K - $6.38K
|
3.7K
$174K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 1.38% |
$423 - $483
|
1.03K
$48.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-6.93K- 48.98% |
$209K - $239K
|
7.22K
$340K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.85K+ 41.62% |
$86K - $98.4K
|
9.7K
$457K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.65MNew |
$49.8M - $56.9M
|
1.65M
$77.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-32- 0.31% |
$966 - $1.1K
|
10.3K
$484K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.26K+ 9.59% |
$38K - $43.4K
|
14.4K
$678K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.6KNew |
$290K - $331K
|
9.6K
$452K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.42KNew |
$284K - $325K
|
9.42K
$444K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
443+ 4.45% |
$13.4K - $15.3K
|
10.4K
$490K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.39K- 2.12% |
$42K - $48.1K
|
64.3K
$3.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
335New |
$10.1K - $11.6K
|
335
$15.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$7K - $8.01K
|
232
$10.9K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.4K+ 487.22% |
$72.5K - $82.9K
|
2.9K
$136K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
43.3KNew |
$1.31M - $1.49M
|
43.3K
$2.04M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
199New |
$6.18K - $7.07K
|
199
$9.37K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$62.1K - $71.1K
|
2K
$94.2K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
14.8KNew |
$458K - $525K
|
14.8K
$696K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.22K- 16.46% |
$99.8K - $114K
|
16.3K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.6K+ 35.1% |
$112K - $128K
|
13.9K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
57.1K+ 46.84% |
$1.77M - $2.03M
|
179K
$8.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.51K+ 1.3% |
$78K - $89.4K
|
196K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9.12K- 71.83% |
$283K - $324K
|
3.58K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
10.1KNew |
$315K - $360K
|
10.1K
$478K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.6K- 11.86% |
$49.7K - $56.9K
|
11.9K
$560K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$211K - $242K
|
6.81K
$321K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 11.94% |
$1.83K - $2.1K
|
553
$26.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5.51K- 17.16% |
$171K - $196K
|
26.6K
$1.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.87K- 18.14% |
$58.1K - $66.6K
|
8.45K
$398K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.67K- 25.47% |
$82.8K - $94.8K
|
7.8K
$368K
|
|