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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
65.3K+ 89.21% |
$2.42M - $2.66M
|
139K
$5.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.42K+ 10.62% |
$127K - $139K
|
35.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.77K- 0.25% |
$65.4K - $71.7K
|
696K
$27.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
33.1K+ 8.85% |
$1.23M - $1.34M
|
407K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.04K+ 7.47% |
$150K - $164K
|
58.1K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-939- 3.27% |
$34.8K - $38.2K
|
27.8K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
903+ 8.14% |
$33.5K - $36.7K
|
12K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
107+ 1.91% |
$3.97K - $4.35K
|
5.72K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-240K- 90.64% |
$8.88M - $9.73M
|
24.7K
$974K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5.5K- 10.34% |
$204K - $224K
|
47.7K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.1K- 57.62% |
$598K - $656K
|
11.9K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.38KNew |
$162K - $178K
|
4.38K
$173K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-910- 0.54% |
$33.7K - $37K
|
168K
$6.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-298- 3.02% |
$11K - $12.1K
|
9.56K
$376K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.47K+ 41.68% |
$166K - $182K
|
15.2K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.58K+ 31.96% |
$170K - $186K
|
18.9K
$744K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-914- 4.15% |
$33.9K - $37.1K
|
21.1K
$831K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-108- 0.36% |
$4K - $4.39K
|
29.6K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.4K+ 52240.0% |
$387K - $425K
|
10.5K
$412K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.64K+ 6.86% |
$60.9K - $66.8K
|
25.6K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.51K+ 17.56% |
$55.9K - $61.2K
|
10.1K
$397K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.9K- 4.77% |
$182K - $199K
|
98K
$3.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.06K+ 3.67% |
$76.3K - $83.6K
|
58.2K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
175New |
$6.49K - $7.11K
|
175
$6.89K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-30.9K- 2.96% |
$1.14M - $1.25M
|
1.01M
$39.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-210- 2.04% |
$7.78K - $8.53K
|
10.1K
$396K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.19K+ 5.63% |
$44K - $48.3K
|
22.3K
$878K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.59K- 8.84% |
$95.9K - $105K
|
26.7K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.6K+ 85.53% |
$394K - $432K
|
23.1K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.27K- 6.17% |
$47.1K - $51.6K
|
19.3K
$761K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-19- 0.27% |
$704 - $772
|
6.92K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.04K- 1.79% |
$75.5K - $82.8K
|
112K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 12.19% |
$73.5K - $80.6K
|
18.2K
$719K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
111New |
$4.11K - $4.51K
|
111
$4.37K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.21K+ 6.94% |
$267K - $293K
|
111K
$4.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
722+ 267.41% |
$26.8K - $29.3K
|
992
$39.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.13K- 50.0% |
$264K - $290K
|
7.13K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.66K+ 6.4% |
$98.5K - $108K
|
44.1K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.56K+ 1.03% |
$57.7K - $63.3K
|
153K
$6.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.46K- 10.69% |
$53.9K - $59.1K
|
12.2K
$479K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
690+ 8.22% |
$25.6K - $28K
|
9.08K
$358K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.2% |
$44.3K - $48.6K
|
55.6K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-148- 20.87% |
$5.49K - $6.01K
|
561
$22.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13- 0.08% |
$482 - $528
|
16.3K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.16K+ 3.61% |
$42.9K - $47K
|
33.2K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.97K- 5.63% |
$259K - $283K
|
117K
$4.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.34K- 17.29% |
$124K - $136K
|
16K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
47+ 0.57% |
$1.74K - $1.91K
|
8.27K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28KNew |
$1.04M - $1.14M
|
28K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
52+ 2.22% |
$1.93K - $2.11K
|
2.39K
$94.3K
|