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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 5.9% |
$38.2K - $44.2K
|
19.1K
$752K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27K+ 15.36% |
$973K - $1.13M
|
203K
$8.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
888+ 4.02% |
$32K - $37K
|
23K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.75K- 6.02% |
$62.9K - $72.8K
|
27.3K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30K+ 7.19% |
$1.08M - $1.25M
|
448K
$17.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$720 - $834
|
20
$789
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 11.26% |
$76K - $87.9K
|
16.6K
$656K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
181+ 3.0% |
$6.52K - $7.54K
|
6.21K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
46.5K+ 21.9% |
$1.67M - $1.94M
|
259K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
175+ 0.79% |
$6.3K - $7.29K
|
22.3K
$880K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
6.62K+ 100.53% |
$239K - $276K
|
13.2K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 45.19% |
$1.69K - $1.96K
|
151
$5.96K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
139+ 0.8% |
$5.01K - $5.79K
|
17.4K
$687K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-72.1K- 65.63% |
$2.6M - $3.01M
|
37.8K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.76K- 2.48% |
$63.5K - $73.5K
|
69.4K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18.7KNew |
$674K - $780K
|
18.7K
$738K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
205K+ 10.21% |
$7.38M - $8.54M
|
2.21M
$87.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.36K- 31.34% |
$84.9K - $98.3K
|
5.17K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.06K- 19.53% |
$218K - $253K
|
25K
$986K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.76K- 42.89% |
$280K - $324K
|
10.3K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21New |
$756 - $875
|
21
$829
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.52K- 9.23% |
$54.8K - $63.4K
|
15K
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-166- 0.53% |
$5.98K - $6.92K
|
30.9K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
16.9KNew |
$608K - $704K
|
16.9K
$666K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-19.6K- 4.35% |
$707K - $818K
|
432K
$17M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-5.22K- 3.91% |
$188K - $218K
|
128K
$5.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 1.16% |
$44.1K - $51K
|
104K
$4.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.07KNew |
$219K - $253K
|
6.07K
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
380K+ 22.86% |
$13.7M - $15.8M
|
2.04M
$80.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-206- 2.66% |
$7.42K - $8.59K
|
7.55K
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.61K+ 1.01% |
$202K - $234K
|
563K
$22.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.26K- 39.13% |
$153K - $177K
|
6.62K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
18.7K+ 5.8% |
$674K - $780K
|
341K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
734+ 2.77% |
$26.4K - $30.6K
|
27.2K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-31.2K- 46.5% |
$1.12M - $1.3M
|
35.9K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.4K- 0.63% |
$158K - $183K
|
695K
$27.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.51K+ 9.36% |
$307K - $355K
|
99.4K
$3.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.05% |
$612 - $709
|
31.4K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.55K- 0.46% |
$55.8K - $64.6K
|
333K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-985- 3.97% |
$35.5K - $41.1K
|
23.8K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
612+ 1.29% |
$22K - $25.5K
|
48.1K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-277- 2.42% |
$9.98K - $11.5K
|
11.2K
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.47KNew |
$305K - $353K
|
8.47K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
49+ 0.64% |
$1.76K - $2.04K
|
7.66K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 6.97% |
$1.01K - $1.17K
|
374
$14.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 7.61% |
$40.1K - $46.4K
|
15.7K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
391+ 5.35% |
$14.1K - $16.3K
|
7.7K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-55- 3.21% |
$1.98K - $2.29K
|
1.66K
$65.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
130New |
$4.68K - $5.42K
|
130
$5.13K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-279- 2.51% |
$10K - $11.6K
|
10.8K
$428K
|