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 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10.1K+ 4.68% |
$375K - $411K
|
226K
$9.67M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.28KNew |
$233K - $255K
|
6.28K
$268K
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.9KNew |
$773K - $847K
|
20.9K
$892K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-943- 2.7% |
$35K - $38.3K
|
34K
$1.45M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
77.6K+ 10.57% |
$2.88M - $3.15M
|
813K
$34.7M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.14K+ 4.08% |
$42.3K - $46.4K
|
29.1K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.1KNew |
$596K - $653K
|
16.1K
$687K
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-889- 0.98% |
$33K - $36.1K
|
90.3K
$3.86M
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-906- 1.85% |
$33.6K - $36.8K
|
48.1K
$2.06M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.26K+ 6.72% |
$158K - $173K
|
67.7K
$2.89M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.56K+ 4.94% |
$354K - $388K
|
203K
$8.68M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.8K- 66.73% |
$510K - $559K
|
6.86K
$293K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14K+ 80.23% |
$518K - $568K
|
31.4K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.15K- 18.52% |
$265K - $291K
|
31.5K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-574K- 2.47% |
$21.3M - $23.3M
|
22.7M
$970M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
565+ 2.48% |
$20.9K - $23K
|
23.4K
$1M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-28.7K- 48.12% |
$1.07M - $1.17M
|
31K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8.26K+ 1504.01% |
$306K - $335K
|
8.81K
$377K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
60New |
$2.22K - $2.44K
|
60
$2.57K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.02K+ 103.31% |
$149K - $163K
|
7.92K
$339K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
89.1K+ 16.99% |
$3.3M - $3.62M
|
613K
$26.2M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.78K- 4.72% |
$103K - $113K
|
56K
$2.4M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11M- 71.33% |
$41.1M - $45.1M
|
446K
$19.1M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 44.22% |
$800K - $876K
|
70.4K
$3.01M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-184- 1.23% |
$6.82K - $7.48K
|
14.8K
$634K
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31.8K+ 11.0% |
$1.18M - $1.29M
|
321K
$13.7M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-483- 3.43% |
$17.9K - $19.6K
|
13.6K
$582K
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20.2K+ 66.13% |
$750K - $821K
|
50.8K
$2.17M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-813- 6.9% |
$30.1K - $33K
|
11K
$469K
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
41.2KNew |
$1.53M - $1.67M
|
41.2K
$1.76M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.26KNew |
$343K - $376K
|
9.26K
$396K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
15KNew |
$556K - $609K
|
15K
$641K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.4K+ 14.78% |
$721K - $790K
|
151K
$6.46M
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.5K+ 4.75% |
$130K - $142K
|
77.2K
$3.3M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-203- 0.76% |
$7.53K - $8.25K
|
26.7K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.91KNew |
$256K - $281K
|
6.91K
$296K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.9K+ 187.76% |
$591K - $648K
|
24.4K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
16.3K+ 133.91% |
$605K - $663K
|
28.5K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.31K- 2.25% |
$48.6K - $53.3K
|
57.1K
$2.44M
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
28+ 0.06% |
$1.04K - $1.14K
|
43.2K
$1.85M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.26K+ 3.59% |
$83.7K - $91.8K
|
65.2K
$2.79M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.39K- 21.3% |
$163K - $178K
|
16.2K
$694K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-676- 5.37% |
$25.1K - $27.5K
|
11.9K
$509K
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
386+ 0.65% |
$14.3K - $15.7K
|
60K
$2.57M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.25K- 3.37% |
$195K - $213K
|
151K
$6.45M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.39K- 14.93% |
$51.5K - $56.5K
|
7.92K
$339K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 0.67% |
$1.24M - $1.36M
|
5.06M
$216M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.07K+ 9.97% |
$39.6K - $43.4K
|
11.8K
$504K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
71.8K+ 54.93% |
$2.66M - $2.92M
|
202K
$8.66M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.89K- 6.42% |
$107K - $117K
|
42.1K
$1.8M
|