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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
332+ 4.58% |
$9.09K - $11.4K
|
7.58K
$304K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-285Closed |
$7.8K - $9.78K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-137Closed |
$3.75K - $4.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-25.2KClosed |
$691K - $865K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
71New |
$1.94K - $2.44K
|
71
$2.85K
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-44.1KClosed |
$1.21M - $1.51M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-42.3KClosed |
$1.16M - $1.45M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-24Closed |
$657 - $823
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-77Closed |
$2.11K - $2.64K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-181Closed |
$4.96K - $6.21K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
40.5KNew |
$1.11M - $1.39M
|
40.5K
$1.62M
|
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-12.7KClosed |
$346K - $434K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8.33KClosed |
$228K - $286K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-2.06KClosed |
$56.4K - $70.7K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-2.02KClosed |
$55.3K - $69.2K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.66KClosed |
$265K - $331K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
SELL
|
- |
-7.26KClosed |
$199K - $249K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-505Closed |
$13K - $19.5K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-60Closed |
$1.55K - $2.32K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-43KClosed |
$1.11M - $1.66M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-14.2KClosed |
$366K - $549K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-38KClosed |
$979K - $1.47M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-111Closed |
$2.86K - $4.29K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-42.8KClosed |
$1.1M - $1.65M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-116KClosed |
$2.99M - $4.48M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-13Closed |
$335 - $502
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-221Closed |
$5.69K - $8.54K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40.3KClosed |
$1.04M - $1.56M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-720Closed |
$18.5K - $27.8K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Compass Financial Group, Inc.
|
SELL
|
- |
-183KClosed |
$4.71M - $7.06M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.44KClosed |
$37K - $55.5K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.44KClosed |
$37K - $55.5K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-18.4KClosed |
$475K - $712K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7.56KClosed |
$195K - $292K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.47KClosed |
$141K - $212K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-71.4KClosed |
$1.84M - $2.76M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-88Closed |
$2.27K - $3.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.38KClosed |
$139K - $208K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-34Closed |
$876 - $1.31K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-21.3KClosed |
$548K - $822K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11.9KClosed |
$308K - $462K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.1KClosed |
$312K - $468K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10Closed |
$258 - $387
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-15.5KClosed |
$399K - $598K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-126KClosed |
$3.23M - $4.85M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-94.9KClosed |
$2.44M - $3.67M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.3KClosed |
$291K - $437K
|
0
$0
|
|
| Q4 2019 | |||||||
|
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
|
|