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 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6.48K+ 8.86% |
$240K - $263K
|
79.7K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17+ 0.15% |
$630 - $691
|
11.7K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
238+ 1.99% |
$8.82K - $9.67K
|
12.2K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.84K- 22.42% |
$68.1K - $74.6K
|
6.36K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.3K+ 1324.53% |
$3.38M - $3.71M
|
98.2K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.63K- 48.79% |
$209K - $229K
|
5.91K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-6.08K- 17.74% |
$226K - $247K
|
28.2K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
81+ 0.71% |
$3K - $3.29K
|
11.5K
$454K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.56KNew |
$57.7K - $63.3K
|
1.56K
$61.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
995+ 9.59% |
$36.9K - $40.4K
|
11.4K
$448K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.72K+ 4.27% |
$101K - $111K
|
66.5K
$2.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11K+ 2.68% |
$410K - $449K
|
424K
$16.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 2.27% |
$188K - $206K
|
228K
$9M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
23.3K+ 127.75% |
$864K - $947K
|
41.6K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-39.2K- 13.0% |
$1.45M - $1.59M
|
262K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.37K+ 7.02% |
$162K - $178K
|
66.7K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-580- 0.47% |
$21.5K - $23.6K
|
122K
$4.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.92% |
$2.56K - $2.8K
|
7.61K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
11.8K+ 12.25% |
$437K - $479K
|
108K
$4.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
324+ 2.52% |
$12K - $13.2K
|
13.2K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.24K+ 36.28% |
$46K - $50.4K
|
4.66K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.93KNew |
$368K - $403K
|
9.93K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.4K+ 1.78% |
$88.9K - $97.4K
|
137K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.76K- 7.01% |
$213K - $234K
|
76.4K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-186- 4.89% |
$6.9K - $7.56K
|
3.62K
$143K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-414- 3.46% |
$15.3K - $16.8K
|
11.6K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 2.25% |
$191K - $209K
|
234K
$9.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-667- 5.68% |
$24.7K - $27.1K
|
11.1K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
334+ 1.52% |
$12.4K - $13.6K
|
22.4K
$881K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 14.17% |
$5.38M - $5.9M
|
880K
$34.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 6.61% |
$39.9K - $43.7K
|
15.2K
$599K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
782+ 2.37% |
$29K - $31.8K
|
33.8K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
284+ 1.17% |
$10.5K - $11.5K
|
24.6K
$969K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.18% |
$704 - $772
|
10.4K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.01% |
$111 - $122
|
31.1K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-20- 0.26% |
$741 - $813
|
7.65K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.37K+ 14.01% |
$50.6K - $55.5K
|
11.1K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 6.19% |
$424K - $465K
|
174K
$6.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
310+ 0.76% |
$11.5K - $12.6K
|
41.2K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-315- 1.61% |
$11.7K - $12.8K
|
19.2K
$756K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-731- 1.71% |
$27.1K - $29.7K
|
42.1K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 0.73% |
$44.6K - $48.9K
|
163K
$6.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
49.5K+ 1098.14% |
$1.83M - $2.01M
|
54K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
23.7K+ 19.67% |
$880K - $965K
|
144K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-13.4K- 16.46% |
$497K - $544K
|
68K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-253- 5.41% |
$9.38K - $10.3K
|
4.42K
$174K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.13KNew |
$227K - $249K
|
6.13K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.74K- 2.88% |
$64.5K - $70.7K
|
58.7K
$2.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.74K- 13.55% |
$64.6K - $70.8K
|
11.1K
$438K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.8K- 35.38% |
$252K - $276K
|
12.4K
$489K
|