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 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6K+ 2504.17% |
$483K - $539K
|
13.1K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.31KNew |
$127K - $142K
|
3.31K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4.56KNew |
$175K - $195K
|
4.56K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
73.8KNew |
$2.83M - $3.16M
|
73.8K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.71K+ 6.5% |
$334K - $373K
|
143K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-445- 3.6% |
$17.1K - $19.1K
|
11.9K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 0.59% |
$1.19K - $1.33K
|
5.32K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 59.35% |
$500K - $558K
|
35K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 11.51% |
$6.5M - $7.25M
|
1.64M
$65.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-15.8K- 55.38% |
$606K - $676K
|
12.7K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-1- 0.17% |
$38.4 - $42.8
|
574
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8K+ 2.94% |
$720K - $804K
|
656K
$26.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.4K+ 36.77% |
$398K - $444K
|
38.5K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-110- 0.44% |
$4.22K - $4.71K
|
24.9K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 2.66% |
$269 - $300
|
270
$10.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.85K- 3.72% |
$263K - $293K
|
177K
$7.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 0.49% |
$5.72K - $6.38K
|
30.6K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-47- 0.4% |
$1.8K - $2.01K
|
11.8K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.2K+ 20.6% |
$390K - $435K
|
59.5K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.02KNew |
$269K - $301K
|
7.02K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
96.9KNew |
$3.72M - $4.15M
|
96.9K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-922- 7.74% |
$35.4K - $39.5K
|
11K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.75K+ 62.37% |
$259K - $289K
|
17.6K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
32.8K+ 39.44% |
$1.26M - $1.41M
|
116K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.7K+ 3.25% |
$1.1M - $1.23M
|
914K
$36.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.5K- 4.55% |
$134K - $150K
|
73.5K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
665New |
$25.5K - $28.5K
|
665
$26.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.38K+ 45.08% |
$168K - $188K
|
14.1K
$564K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-421K- 97.39% |
$16.1M - $18M
|
11.3K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-249- 7.08% |
$9.55K - $10.7K
|
3.27K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-274- 0.47% |
$10.5K - $11.7K
|
58.6K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.6K+ 175.61% |
$867K - $968K
|
35.5K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.19K+ 2.26% |
$84.1K - $93.9K
|
99.2K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-30.1K- 4.91% |
$1.16M - $1.29M
|
584K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.91% |
$68.2K - $76.1K
|
62.9K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
389+ 5.53% |
$14.9K - $16.7K
|
7.43K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215KNew |
$8.25M - $9.2M
|
215K
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.11K- 20.34% |
$80.9K - $90.3K
|
8.26K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 0.36% |
$56.3K - $62.9K
|
409K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
677New |
$26K - $29K
|
677
$27.1K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
33.6KNew |
$1.29M - $1.44M
|
33.6K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.47K+ 111.17% |
$171K - $191K
|
8.49K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.36K- 4.6% |
$129K - $144K
|
69.8K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-136- 1.0% |
$5.22K - $5.82K
|
13.4K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.41K+ 6.15% |
$131K - $146K
|
58.8K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.94K+ 16.57% |
$266K - $297K
|
48.8K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 7.38% |
$4.3M - $4.8M
|
1.63M
$65.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
634K+ 12.05% |
$24.3M - $27.2M
|
5.9M
$236M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 53.4% |
$1.14M - $1.27M
|
25.9K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.07% |
$76.7 - $85.6
|
2.74K
$109K
|