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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.18K- 2.06% |
$45.3K - $50.5K
|
56.1K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-14.5K- 2.77% |
$555K - $619K
|
508K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-412- 0.41% |
$15.8K - $17.6K
|
101K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-892- 4.66% |
$34.2K - $38.2K
|
18.2K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1K+ 40.83% |
$501K - $559K
|
45K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 13.09% |
$467K - $521K
|
105K
$4.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-4.04K- 8.72% |
$155K - $173K
|
42.3K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.61K- 92.5% |
$215K - $240K
|
455
$17.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01K+ 1.24% |
$77K - $85.9K
|
164K
$6.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-227- 0.72% |
$8.71K - $9.72K
|
31.1K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
26.9K+ 16.49% |
$1.03M - $1.15M
|
190K
$7.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6.87K+ 6.65% |
$264K - $294K
|
110K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.7K+ 3.56% |
$641K - $715K
|
485K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.17K+ 0.55% |
$44.8K - $50K
|
215K
$8.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.24K+ 1.08% |
$47.5K - $53K
|
115K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.52K- 1.53% |
$58.2K - $65K
|
97.9K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.98K+ 4.53% |
$268K - $299K
|
161K
$6.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
17.4KNew |
$666K - $744K
|
17.4K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19.2KNew |
$737K - $823K
|
19.2K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.75K+ 1.55% |
$67.1K - $74.8K
|
114K
$4.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.89K+ 6.62% |
$111K - $124K
|
46.5K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.9K+ 7.06% |
$1.72M - $1.92M
|
682K
$26.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-12.5K- 52.07% |
$478K - $534K
|
11.5K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 1.94% |
$1.27K - $1.41K
|
1.67K
$64.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
113+ 0.77% |
$4.34K - $4.84K
|
14.7K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.16K- 9.49% |
$160K - $178K
|
39.7K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.15K+ 0.29% |
$44K - $49.1K
|
394K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.23K- 3.3% |
$162K - $181K
|
124K
$4.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.25K+ 0.28% |
$48K - $53.6K
|
447K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
7.89K+ 59.72% |
$303K - $338K
|
21.1K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
602+ 0.89% |
$23.1K - $25.8K
|
68.2K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
519+ 6.78% |
$19.9K - $22.2K
|
8.17K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
80.4K+ 148.78% |
$3.09M - $3.44M
|
134K
$5.18M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
6.93K+ 368.17% |
$266K - $297K
|
8.81K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
335+ 2.61% |
$12.9K - $14.3K
|
13.2K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-58- 0.3% |
$2.23K - $2.48K
|
19.5K
$752K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
312+ 0.68% |
$12K - $13.4K
|
46.4K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-302- 2.33% |
$11.6K - $12.9K
|
12.6K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.36K+ 0.51% |
$52.1K - $58.2K
|
267K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100- 0.74% |
$3.84K - $4.28K
|
13.4K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
12.8KNew |
$493K - $550K
|
12.8K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
22New |
$844 - $942
|
22
$848
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
335+ 1.6% |
$12.9K - $14.3K
|
21.3K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.44K+ 5.14% |
$285K - $318K
|
152K
$5.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.93K- 3.8% |
$381K - $425K
|
252K
$9.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-5.47K- 34.21% |
$210K - $234K
|
10.5K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 3.45% |
$3.84K - $4.28K
|
2.8K
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.39K+ 13.6% |
$91.9K - $103K
|
20K
$771K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
27+ 0.49% |
$1.04K - $1.16K
|
5.55K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-778- 5.1% |
$29.9K - $33.3K
|
14.5K
$558K
|