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 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 124.53% |
$2.45K - $2.68K
|
119
$4.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110K+ 574.9% |
$4.07M - $4.46M
|
129K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
90+ 0.53% |
$3.34K - $3.66K
|
17K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.8K+ 13.51% |
$587K - $643K
|
133K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 1.37% |
$67.2K - $73.7K
|
134K
$5.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81K+ 24.2% |
$67.1K - $73.5K
|
9.29K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.07K- 9.84% |
$76.5K - $83.9K
|
18.9K
$746K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
73.5K+ 1402.94% |
$2.72M - $2.99M
|
78.7K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.24K+ 4.82% |
$157K - $172K
|
92.2K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
465+ 2.94% |
$17.2K - $18.9K
|
16.3K
$641K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.13K- 4.99% |
$116K - $127K
|
59.6K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14.7K- 4.69% |
$547K - $599K
|
300K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.3K+ 6.6% |
$828K - $907K
|
361K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
43K+ 87.53% |
$1.59M - $1.75M
|
92K
$3.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.92K+ 2.64% |
$71K - $77.8K
|
74.6K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.15K+ 2.93% |
$79.7K - $87.4K
|
75.5K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 6.9% |
$1.24M - $1.36M
|
518K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-130- 2.33% |
$4.82K - $5.28K
|
5.44K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-567- 1.91% |
$21K - $23K
|
29.1K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.65K+ 1.06% |
$135K - $148K
|
347K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.8K+ 11.9% |
$845K - $926K
|
214K
$8.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 0.42% |
$4.71K - $5.16K
|
30K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-88- 0.42% |
$3.26K - $3.58K
|
20.7K
$816K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-510- 0.7% |
$18.9K - $20.7K
|
71.9K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 7.03% |
$42.1K - $46.1K
|
15K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.16K- 0.99% |
$191K - $209K
|
517K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-261K- 78.38% |
$9.69M - $10.6M
|
72.1K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.86K+ 22.25% |
$106K - $116K
|
15.7K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.75K+ 11.06% |
$213K - $234K
|
57.7K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
30+ 0.02% |
$1.11K - $1.22K
|
161K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
711+ 2.05% |
$26.4K - $28.9K
|
35.4K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-200- 1.56% |
$7.41K - $8.13K
|
12.6K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
119+ 0.89% |
$4.41K - $4.83K
|
13.4K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-620- 9.78% |
$23K - $25.2K
|
5.72K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
83.4KNew |
$3.09M - $3.39M
|
83.4K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
715+ 1.2% |
$26.5K - $29.1K
|
60.4K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
178+ 3.21% |
$6.6K - $7.23K
|
5.73K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-294- 47.27% |
$10.9K - $11.9K
|
328
$12.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.45K- 28.42% |
$90.9K - $99.6K
|
6.18K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-757K- 90.75% |
$28.1M - $30.8M
|
77.2K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
153K+ 6.6% |
$5.66M - $6.2M
|
2.47M
$97.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-2.47K- 4.09% |
$91.6K - $100K
|
57.9K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.67K+ 14.84% |
$98.9K - $108K
|
20.6K
$813K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
34KNew |
$1.26M - $1.38M
|
34K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
370+ 4.78% |
$13.7K - $15K
|
8.12K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-5.27K- 7.91% |
$196K - $214K
|
61.4K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-30K- 7.61% |
$1.11M - $1.22M
|
364K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-375- 85.42% |
$13.9K - $15.2K
|
64
$2.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.8K- 12.25% |
$844K - $926K
|
163K
$6.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
252+ 4.32% |
$9.34K - $10.2K
|
6.09K
$240K
|