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 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 1.53% |
$266K - $291K
|
462K
$18.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-554- 1.19% |
$20.5K - $22.5K
|
45.9K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.59K+ 4.03% |
$281K - $308K
|
196K
$7.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.8K+ 12.55% |
$512K - $562K
|
124K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-592- 2.85% |
$21.9K - $24.1K
|
20.2K
$796K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
6.15K+ 69.79% |
$228K - $250K
|
15K
$589K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15K- 4.22% |
$555K - $608K
|
340K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.72K+ 6.47% |
$175K - $192K
|
77.7K
$3.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.03K+ 0.68% |
$38.3K - $42K
|
153K
$6.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-217- 2.16% |
$8.04K - $8.82K
|
9.82K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.7K- 46.23% |
$248K - $272K
|
7.79K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.02K+ 201700.0% |
$74.8K - $82K
|
2.02K
$79.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-112K- 80.2% |
$4.14M - $4.53M
|
27.5K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-798- 11.71% |
$29.6K - $32.4K
|
6.02K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-849- 6.72% |
$31.5K - $34.5K
|
11.8K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.58K+ 3.58% |
$207K - $227K
|
162K
$6.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.17K+ 1.72% |
$43.5K - $47.7K
|
69.5K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-65.4K- 39.83% |
$2.42M - $2.66M
|
98.7K
$3.89M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.7K+ 2.41% |
$509K - $558K
|
582K
$22.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.69K+ 6.69% |
$359K - $394K
|
154K
$6.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
63.4K+ 13.31% |
$2.35M - $2.57M
|
539K
$21.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.8K- 12.21% |
$399K - $437K
|
77.4K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-385K- 34.62% |
$14.3M - $15.7M
|
728K
$28.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.03% |
$74.1 - $81.3
|
7.64K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.1K+ 16.92% |
$77.7K - $85.1K
|
14.5K
$570K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-433- 2.51% |
$16.1K - $17.6K
|
16.8K
$663K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.03K- 4.07% |
$112K - $123K
|
71.5K
$2.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.4K- 0.47% |
$51.8K - $56.8K
|
294K
$11.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24- 0.09% |
$890 - $975
|
27.3K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.45K+ 34.32% |
$165K - $181K
|
17.4K
$686K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
451+ 1.34% |
$16.7K - $18.3K
|
34.1K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.53K+ 2.78% |
$56.6K - $62K
|
56.4K
$2.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
242KNew |
$8.97M - $9.83M
|
242K
$9.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-35.4K- 36.77% |
$1.31M - $1.44M
|
60.9K
$2.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 3.15% |
$60.9K - $66.7K
|
53.7K
$2.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.16K+ 3.2% |
$80.1K - $87.8K
|
69.7K
$2.74M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
561+ 0.91% |
$20.8K - $22.8K
|
62.1K
$2.45M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
573+ 3.3% |
$21.2K - $23.3K
|
17.9K
$707K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-7.06K- 21.23% |
$262K - $287K
|
26.2K
$1.03M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.71K+ 14.99% |
$360K - $395K
|
74.5K
$2.94M
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
137KNew |
$5.26M - $5.87M
|
137K
$5.4M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
50New |
$1.92K - $2.14K
|
50
$1.97K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$38.4 - $42.8
|
1.99M
$78.4M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
41+ 1.34% |
$1.57K - $1.76K
|
3.1K
$122K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
33.8KNew |
$1.3M - $1.45M
|
33.8K
$1.33M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
9.21KNew |
$353K - $394K
|
9.21K
$363K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
16.6KNew |
$637K - $711K
|
16.6K
$654K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
319+ 1.61% |
$12.2K - $13.7K
|
20.2K
$794K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-81- 14.65% |
$3.11K - $3.47K
|
472
$18.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.09M- 98.24% |
$234M - $261M
|
109K
$4.29M
|
|