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 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
501+ 2.27% |
$18.6K - $20.4K
|
22.6K
$965K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
60New |
$2.22K - $2.44K
|
60
$2.57K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 478.15% |
$547K - $599K
|
17.8K
$762K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.73K+ 0.65% |
$64.1K - $70.3K
|
270K
$11.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
86.2K+ 59.91% |
$3.2M - $3.5M
|
230K
$9.84M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.81KNew |
$327K - $358K
|
8.81K
$377K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.3K+ 141.56% |
$1.09M - $1.19M
|
50K
$2.14M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
439K+ 60.29% |
$16.3M - $17.8M
|
1.17M
$49.9M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
27New |
$1K - $1.1K
|
27
$1.15K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-13.4K- 9.39% |
$497K - $545K
|
129K
$5.53M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.96K+ 0.88% |
$184K - $202K
|
567K
$24.2M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.76K+ 1.37% |
$213K - $234K
|
426K
$18.2M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$111 - $122
|
3
$128
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-231- 51.33% |
$8.56K - $9.39K
|
219
$9.36K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 2.93% |
$142K - $155K
|
134K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-237K- 4.25% |
$8.77M - $9.61M
|
5.32M
$228M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.22K+ 23.64% |
$45K - $49.4K
|
6.36K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-74.5K- 4.21% |
$2.76M - $3.03M
|
1.7M
$72.5M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
33.6K+ 34.67% |
$1.25M - $1.37M
|
131K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-103- 1.12% |
$3.82K - $4.18K
|
9.11K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.1K+ 15327.12% |
$670K - $735K
|
18.2K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.5K- 0.8% |
$241K - $264K
|
802K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
16.5K+ 22.41% |
$613K - $672K
|
90.3K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.1KNew |
$189K - $207K
|
5.1K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.59K+ 2.03% |
$133K - $146K
|
181K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.24K+ 10.37% |
$82.9K - $90.8K
|
23.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.23K- 5.09% |
$268K - $294K
|
135K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 2.43% |
$642K - $704K
|
731K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.58K- 12.32% |
$355K - $389K
|
68.2K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 6.97% |
$373K - $408K
|
154K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49M- 50.32% |
$55.2M - $60.5M
|
1.47M
$62.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48M+ 40.63% |
$54.7M - $60M
|
5.11M
$218M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-98.6K- 87.66% |
$3.66M - $4.01M
|
13.9K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.57K- 11.05% |
$169K - $186K
|
36.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
242+ 3.98% |
$8.97K - $9.83K
|
6.32K
$270K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.68K+ 17.66% |
$136K - $149K
|
24.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.41K- 1.55% |
$52.2K - $57.2K
|
89.3K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-305- 2.56% |
$11.3K - $12.4K
|
11.6K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.46K- 24.92% |
$240K - $263K
|
19.5K
$833K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-23.6K- 16.78% |
$874K - $958K
|
117K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4KNew |
$386K - $423K
|
10.4K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
195KNew |
$7.21M - $7.91M
|
195K
$8.32M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.83KNew |
$216K - $237K
|
5.83K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$42.5K - $46.6K
|
1.15K
$49K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.9K- 5.09% |
$2.07M - $2.27M
|
1.04M
$44.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
108K+ 7.48% |
$4.02M - $4.41M
|
1.56M
$66.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.75K- 8.69% |
$287K - $315K
|
81.4K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.8K- 9.04% |
$66.6K - $73K
|
18.1K
$773K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 22.58% |
$62.2K - $68.1K
|
9.1K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.68KNew |
$285K - $312K
|
7.68K
$328K
|