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 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-1.07MClosed |
$43.1M - $47.8M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.8KNew |
$112K - $125K
|
2.8K
$110K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
111KNew |
$4.44M - $4.93M
|
111K
$4.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-550Closed |
$22K - $24.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.13KClosed |
$45.1K - $50.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
393New |
$15.7K - $17.5K
|
393
$15.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4.85K- 42.8% |
$194K - $216K
|
6.48K
$255K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-291Closed |
$11.7K - $13K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-6.14KClosed |
$246K - $273K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-163- 90.06% |
$6.53K - $7.26K
|
18
$709
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-12Closed |
$481 - $534
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
70New |
$2.8K - $3.12K
|
70
$2.76K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-148KClosed |
$5.91M - $6.57M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-6.54KClosed |
$271K - $296K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-23.4KClosed |
$968K - $1.06M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-505Closed |
$20.9K - $22.9K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-193Closed |
$8K - $8.74K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-5.55KClosed |
$230K - $251K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
395New |
$16.4K - $17.9K
|
395
$15.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-66Closed |
$2.74K - $2.99K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-654- 21.29% |
$27.1K - $29.6K
|
2.42K
$95.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.45KClosed |
$184K - $201K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.7KClosed |
$195K - $213K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-13.1KClosed |
$541K - $591K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16.3KNew |
$676K - $739K
|
16.3K
$643K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.59KClosed |
$107K - $117K
|
0
$0
|
|
|
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
$65.3K
|
|
|
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
$3.47K
|
|
|
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 | |||||||
|
Sep 20, 2021
Q1 2021
|
Activest Wealth Management
|
BUY
|
- |
2.24KNew |
$95.1K - $106K
|
2.24K
$88.3K
|
|
|
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
|
|