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, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-156Closed |
$5.28K - $5.93K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-15Closed |
$508 - $570
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-567Closed |
$19.2K - $21.6K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-310Closed |
$10.5K - $11.8K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-40.2KClosed |
$1.36M - $1.53M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-50Closed |
$1.69K - $1.9K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-59.2KClosed |
$2M - $2.25M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Moseley Investment Management Inc
|
SELL
|
- |
-21.2KClosed |
$718K - $807K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-22.8KClosed |
$771K - $866K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-530Closed |
$18.2K - $18.7K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.16KClosed |
$246K - $253K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-89Closed |
$3.05K - $3.15K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.17KClosed |
$143K - $147K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.55KClosed |
$53.1K - $54.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 29, 2019
Q2 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-1.56KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Lvz, Inc.
|
BUY
|
- |
1.95K+ 7.51% |
N/A
|
28K
$1.11M
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-1.23KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-56.1KClosed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-61.4KClosed |
N/A
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
First Premier Bank
|
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-18.6KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-36.7KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-331Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Whittier Trust CO
|
SELL
|
- |
-150- 2.17% |
N/A
|
6.77K
$270K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
50New |
N/A
|
50
$1.99K
|
|
|
Jan 25, 2019
Q4 2018
|
Financial Consulate, Inc
|
SELL
|
- |
-8.25KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-35.5KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.13KClosed |
N/A
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-115KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.64KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140- 14.89% |
N/A
|
800
$31.9K
|
|
|
Oct 05, 2018
Q2 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-148Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-32.3KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3New |
N/A
|
3
$120
|
|
|
Aug 08, 2018
Q2 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-30.4KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2018
Q2 2018
|
Churchill Management Corp
|
SELL
|
- |
-17.4KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$47K
|
|
|
Apr 16, 2018
Q1 2018
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.52KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$79.7
|
|
|
Jan 18, 2018
Q4 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
125+ 100.0% |
N/A
|
250
$9.97K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 50.0% |
N/A
|
400
$15.9K
|
|