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 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.65K- 9.72% |
$61.3K - $67.2K
|
15.4K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
56.2K+ 71.94% |
$2.08M - $2.28M
|
134K
$5.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.45K+ 1.5% |
$90.9K - $99.7K
|
166K
$6.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.23K- 14.49% |
$120K - $131K
|
19.1K
$751K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.82K- 9.09% |
$67.4K - $73.9K
|
18.2K
$716K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.48K+ 14.98% |
$314K - $345K
|
65.1K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-41- 0.11% |
$1.52K - $1.67K
|
35.8K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
774+ 2.14% |
$28.7K - $31.4K
|
36.9K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.5K+ 3.01% |
$760K - $833K
|
702K
$27.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
556+ 77.44% |
$20.6K - $22.6K
|
1.27K
$50.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
189+ 0.22% |
$7.01K - $7.68K
|
84.8K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.29% |
$4.34K - $4.75K
|
39.6K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-63- 0.28% |
$2.34K - $2.56K
|
22.5K
$884K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25.2K+ 24.95% |
$935K - $1.03M
|
126K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
158K+ 98.41% |
$5.87M - $6.44M
|
319K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.98K- 16.75% |
$147K - $162K
|
19.8K
$779K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.3K- 2.04% |
$122K - $134K
|
158K
$6.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.4K+ 140.51% |
$1.02M - $1.11M
|
46.9K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-13.8K- 8.13% |
$510K - $559K
|
155K
$6.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.8K+ 0.67% |
$66.8K - $73.3K
|
269K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.87K+ 7.47% |
$106K - $116K
|
41.2K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.9K- 80.07% |
$1.07M - $1.17M
|
7.19K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29.1K- 15.38% |
$1.08M - $1.18M
|
160K
$6.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30.2K- 28.75% |
$1.12M - $1.23M
|
74.9K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-27- 0.29% |
$1K - $1.1K
|
9.38K
$369K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.56K+ 3.99% |
$169K - $185K
|
119K
$4.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
45.6K+ 5.58% |
$1.69M - $1.85M
|
863K
$34M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 2.33% |
$18.3K - $20.1K
|
21.8K
$857K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41K+ 10.64% |
$1.52M - $1.67M
|
426K
$16.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 1.13% |
$52.7K - $57.7K
|
124K
$4.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
9.94K+ 23.06% |
$368K - $404K
|
53K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
179KNew |
$6.62M - $7.26M
|
179K
$7.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
66.6K+ 13.72% |
$2.47M - $2.7M
|
552K
$21.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-42.4K- 9.5% |
$1.57M - $1.72M
|
404K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5- 0.02% |
$185 - $203
|
32.8K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.03K- 52.57% |
$224K - $245K
|
5.44K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-257- 0.86% |
$9.53K - $10.4K
|
29.6K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-72.2K- 33.63% |
$2.68M - $2.93M
|
143K
$5.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
7.15KNew |
$265K - $290K
|
7.15K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
452+ 1.62% |
$16.8K - $18.4K
|
28.4K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.04K+ 15.92% |
$75.6K - $82.9K
|
14.9K
$585K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
5.77K+ 2.34% |
$214K - $234K
|
252K
$9.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$224K - $246K
|
6.05K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
315+ 0.28% |
$11.7K - $12.8K
|
112K
$4.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-59- 0.82% |
$2.19K - $2.4K
|
7.12K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-640- 1.29% |
$23.7K - $26K
|
49.1K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-40- 0.19% |
$1.48K - $1.63K
|
20.6K
$810K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-285- 2.1% |
$10.6K - $11.6K
|
13.3K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
348+ 3.31% |
$12.9K - $14.1K
|
10.9K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 2.02% |
$63.8K - $69.9K
|
83.5K
$3.29M
|