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 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.21K+ 31.48% |
$82K - $89.8K
|
9.23K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-188- 3.32% |
$6.97K - $7.64K
|
5.48K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
444+ 3.33% |
$16.5K - $18K
|
13.8K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
315+ 2.01% |
$11.7K - $12.8K
|
16K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.55K+ 0.41% |
$57.5K - $63K
|
377K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146K+ 4.67% |
$5.42M - $5.94M
|
3.27M
$140M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.61K+ 4.34% |
$319K - $350K
|
207K
$8.85M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$1.37M - $1.51M
|
37.1K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$443K - $485K
|
11.9K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.3K+ 48.46% |
$85.4K - $93.6K
|
7.06K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
14K+ 21.82% |
$520K - $570K
|
78.3K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.7K+ 10.42% |
$546K - $599K
|
156K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.7K+ 3.21% |
$360K - $394K
|
312K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-70- 1.29% |
$2.59K - $2.84K
|
5.37K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.29K- 11.58% |
$47.8K - $52.4K
|
9.84K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.19K- 16.28% |
$44.1K - $48.3K
|
6.12K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.4KNew |
$274K - $301K
|
7.4K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.82KNew |
$364K - $399K
|
9.82K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-149K- 90.8% |
$5.52M - $6.05M
|
15.1K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82K+ 6.55% |
$142K - $155K
|
62.1K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.76K- 15.77% |
$65.4K - $71.6K
|
9.42K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-162K- 21.38% |
$6M - $6.58M
|
595K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-88- 1.29% |
$3.26K - $3.58K
|
6.71K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.47MNew |
$54.6M - $59.8M
|
1.47M
$63M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.9K- 30.05% |
$70.3K - $77.1K
|
4.42K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-31- 0.12% |
$1.15K - $1.26K
|
24.8K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.26KNew |
$232K - $254K
|
6.26K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.38KClosed |
$162K - $178K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 10.39% |
$376K - $412K
|
108K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59.1K- 13.31% |
$2.19M - $2.4M
|
385K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.22K+ 7.38% |
$45.2K - $49.5K
|
17.7K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
12.6KNew |
$466K - $511K
|
12.6K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.4K+ 17.08% |
$274K - $300K
|
50.7K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.24K- 9.67% |
$120K - $131K
|
30.2K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-95.2K- 44.73% |
$3.53M - $3.87M
|
118K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7.33K+ 4.0% |
$272K - $298K
|
190K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-10- 1.74% |
$371 - $406
|
564
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 7.38% |
$43.1K - $47.3K
|
14.6K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
478+ 2.59% |
$17.7K - $19.4K
|
18.9K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-538K- 79.06% |
$19.9M - $21.8M
|
142K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.1K- 4.89% |
$1.04M - $1.14M
|
546K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-197K- 93.21% |
$7.3M - $8M
|
14.4K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.42K+ 23.98% |
$52.5K - $57.6K
|
7.33K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.8K+ 361.58% |
$1.47M - $1.62M
|
50.7K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
10.6KNew |
$393K - $431K
|
10.6K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38New |
$1.41K - $1.54K
|
38
$1.62K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-282- 1.53% |
$10.5K - $11.5K
|
18.2K
$777K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38K+ 6.95% |
$1.41M - $1.55M
|
586K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-19.2K- 0.43% |
$712K - $781K
|
4.46M
$191M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-43.8K- 6.06% |
$1.62M - $1.78M
|
679K
$29M
|