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 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.85K- 5.75% |
$106K - $116K
|
46.7K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-269K- 82.09% |
$9.99M - $10.9M
|
58.8K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-64.1K- 0.34% |
$2.38M - $2.61M
|
18.6M
$795M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.77K+ 6.83% |
$214K - $235K
|
90.3K
$3.86M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-216- 2.29% |
$8.01K - $8.78K
|
9.23K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.6K+ 58.79% |
$319K - $349K
|
23.2K
$993K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-55.7K- 32.35% |
$2.06M - $2.26M
|
116K
$4.98M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-3.38K- 13.54% |
$125K - $137K
|
21.6K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.25K+ 3.79% |
$343K - $376K
|
253K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149K+ 13.21% |
$5.51M - $6.04M
|
1.27M
$54.5M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.49K- 14.43% |
$315K - $345K
|
50.4K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.61K+ 28.43% |
$134K - $147K
|
16.3K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-151- 2.79% |
$5.6K - $6.14K
|
5.27K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-84.5K- 24.31% |
$3.13M - $3.43M
|
263K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
74.5K+ 38.88% |
$2.76M - $3.03M
|
266K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
313+ 0.09% |
$11.6K - $12.7K
|
368K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-589- 3.15% |
$21.8K - $23.9K
|
18.1K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.1K+ 41.74% |
$596K - $654K
|
54.6K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.12K+ 40.8% |
$153K - $167K
|
14.2K
$607K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-67- 95.71% |
$2.48K - $2.72K
|
3
$128
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
502+ 3.71% |
$18.6K - $20.4K
|
14K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2- 0.74% |
$74.1 - $81.3
|
268
$11.5K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-13.4K- 10.29% |
$496K - $543K
|
116K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.84K+ 31.23% |
$105K - $115K
|
11.9K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204K- 21.08% |
$7.58M - $8.31M
|
765K
$32.7M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-366- 12.69% |
$13.6K - $14.9K
|
2.52K
$108K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.9K- 37.06% |
$2.96M - $3.25M
|
136K
$5.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
282+ 2.39% |
$10.5K - $11.5K
|
12.1K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-400- 6.54% |
$14.8K - $16.3K
|
5.72K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 1.85% |
$67.1K - $73.5K
|
95.9K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
21.6K+ 36.34% |
$802K - $879K
|
81.2K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-8.01K- 4.2% |
$297K - $325K
|
183K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.55K+ 84.81% |
$94.3K - $103K
|
5.55K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.9% |
$46.2K - $50.6K
|
41.7K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17+ 0.14% |
$630 - $691
|
12K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.46K+ 6.57% |
$240K - $263K
|
105K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-24- 4.44% |
$890 - $975
|
516
$22.1K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.62K- 4.44% |
$171K - $188K
|
99.3K
$4.25M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-56- 1.39% |
$2.08K - $2.28K
|
3.96K
$169K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-57.6K- 45.79% |
$2.14M - $2.34M
|
68.2K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.9K+ 12.91% |
$402K - $441K
|
94.9K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34K- 17.02% |
$1.26M - $1.38M
|
166K
$7.09M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-12- 0.07% |
$445 - $488
|
16.5K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.93K+ 3.96% |
$71.4K - $78.3K
|
50.6K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
62+ 0.72% |
$2.3K - $2.52K
|
8.62K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
735+ 9.46% |
$27.2K - $29.9K
|
8.5K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
42K+ 5.73% |
$1.56M - $1.71M
|
775K
$33.1M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.09K+ 12.82% |
$77.3K - $84.7K
|
18.3K
$784K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.2KNew |
$193K - $211K
|
5.2K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.7K+ 9.62% |
$620K - $680K
|
191K
$8.15M
|