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 |
|---|---|---|---|---|---|---|---|
|
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
$396K
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-105- 9.59% |
$4.45K - $4.97K
|
990
$39K
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-50Closed |
$2.12K - $2.37K
|
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
$58.9K
|
|
|
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
$195K
|
|
|
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
$5.63M
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.25K+ 18.0% |
$76.2K - $85.3K
|
14.8K
$581K
|
|
|
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
$931K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23.4KNew |
$791K - $885K
|
23.4K
$920K
|
|
|
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
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
332+ 4.58% |
$9.09K - $11.4K
|
7.58K
$299K
|
|
|
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
$2.8K
|
|
|
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
$1.59M
|
|
|
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
|
|