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 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-304- 0.3% |
$11.3K - $12.4K
|
102K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
179K+ 10.99% |
$6.65M - $7.29M
|
1.81M
$77.5M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.45K+ 83.24% |
$53.8K - $58.9K
|
3.19K
$136K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
915New |
$33.9K - $37.2K
|
915
$39.1K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
555+ 20.29% |
$20.6K - $22.5K
|
3.29K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
511+ 6.37% |
$18.9K - $20.8K
|
8.53K
$365K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.12K- 5.97% |
$78.6K - $86.1K
|
33.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.6K- 6.52% |
$2.21M - $2.42M
|
854K
$36.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-434- 2.47% |
$16.1K - $17.6K
|
17.1K
$732K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
22.5K+ 8.38% |
$832K - $912K
|
290K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
25+ 0.12% |
$927 - $1.02K
|
20.2K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.51K+ 9.93% |
$93K - $102K
|
27.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 6.88% |
$438K - $480K
|
160K
$6.84M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
24.4K+ 126.64% |
$903K - $989K
|
43.6K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.76K+ 25.02% |
$176K - $193K
|
23.8K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
58+ 0.78% |
$2.15K - $2.36K
|
7.53K
$322K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-165- 1.26% |
$6.12K - $6.7K
|
12.9K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
37.1K+ 197.83% |
$1.37M - $1.51M
|
55.8K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
129K+ 6.48% |
$4.78M - $5.24M
|
2.12M
$90.6M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-91- 0.99% |
$3.37K - $3.7K
|
9.11K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
242K+ 12.76% |
$8.96M - $9.82M
|
2.14M
$91.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.1K- 2.22% |
$1.34M - $1.47M
|
1.59M
$68.1M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
739New |
$27.4K - $30K
|
739
$31.6K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-135- 1.56% |
$5K - $5.49K
|
8.51K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
805New |
$29.8K - $32.7K
|
805
$34.4K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
13.5K+ 7.64% |
$500K - $548K
|
190K
$8.12M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 30.83% |
$880K - $965K
|
101K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
122KNew |
$4.51M - $4.94M
|
122K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.77KNew |
$65.6K - $71.9K
|
1.77K
$75.7K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.3K- 4.21% |
$85.3K - $93.4K
|
52.4K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 24.44% |
$1.05M - $1.15M
|
144K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
217K+ 10.15% |
$8.06M - $8.83M
|
2.36M
$101M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 1.31% |
$1.89K - $2.07K
|
3.96K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.98K+ 2.05% |
$73.3K - $80.4K
|
98.6K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
49.4K+ 33.55% |
$1.83M - $2.01M
|
197K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.69K- 3.81% |
$137K - $150K
|
93.2K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
207K+ 229.74% |
$7.66M - $8.39M
|
296K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-123- 1.29% |
$4.56K - $5K
|
9.39K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.39K- 17.45% |
$274K - $300K
|
34.9K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93K+ 14.17% |
$3.45M - $3.78M
|
749K
$32M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
865+ 0.66% |
$32.1K - $35.1K
|
131K
$5.6M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
85.2K+ 295.18% |
$3.16M - $3.46M
|
114K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22.7K+ 2.66% |
$843K - $924K
|
878K
$37.6M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 4.32% |
$297 - $325
|
177
$7.57K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.22K+ 30.94% |
$342K - $375K
|
39K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.43K- 10.17% |
$90.2K - $98.8K
|
21.5K
$919K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.13% |
$408 - $447
|
8.71K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-37K- 9.05% |
$1.37M - $1.5M
|
372K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.2K+ 45.72% |
$416K - $456K
|
35.7K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 2.93% |
$16.9K - $18.5K
|
15.1K
$645K
|