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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-84.9K- 53.86% |
$3.06M - $3.54M
|
72.8K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.97K+ 7.5% |
$179K - $207K
|
71.2K
$2.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-47.2K- 89.23% |
$1.7M - $1.97M
|
5.7K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.04K- 0.56% |
$110K - $127K
|
541K
$21.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.59K+ 1.65% |
$129K - $150K
|
222K
$8.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.79KNew |
$281K - $325K
|
7.79K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.84K+ 9.68% |
$138K - $160K
|
43.5K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-248- 0.24% |
$8.93K - $10.3K
|
101K
$3.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 24.52% |
$77.2K - $89.3K
|
10.9K
$429K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-60- 0.25% |
$2.16K - $2.5K
|
24.2K
$954K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
121+ 0.4% |
$4.36K - $5.04K
|
30.4K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.82K+ 16.37% |
$138K - $159K
|
27.1K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
9.47K+ 25.67% |
$341K - $395K
|
46.4K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.63K+ 1.57% |
$58.8K - $68.1K
|
106K
$4.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.08K- 5.78% |
$219K - $253K
|
99K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$213K - $246K
|
5.9K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-385- 4.79% |
$13.9K - $16K
|
7.65K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-46.3K- 56.73% |
$1.67M - $1.93M
|
35.3K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-3.26K- 1.22% |
$117K - $136K
|
263K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.29K+ 2.44% |
$46.5K - $53.8K
|
54.1K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-441- 52.38% |
$15.9K - $18.4K
|
401
$15.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.97K- 7.16% |
$143K - $166K
|
51.5K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
75+ 0.59% |
$2.7K - $3.13K
|
12.9K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
843+ 7.67% |
$30.4K - $35.1K
|
11.8K
$467K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
521+ 3.33% |
$18.8K - $21.7K
|
16.2K
$638K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
403+ 1.1% |
$14.5K - $16.8K
|
37.1K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.03K+ 2.56% |
$73.1K - $84.6K
|
81.3K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-737- 3.34% |
$26.5K - $30.7K
|
21.3K
$841K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
803+ 10.98% |
$28.9K - $33.5K
|
8.12K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-5.71K- 3.81% |
$206K - $238K
|
144K
$5.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-16.6K- 23.05% |
$598K - $692K
|
55.5K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.38K+ 12.61% |
$158K - $182K
|
39.1K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
542+ 8.91% |
$19.5K - $22.6K
|
6.62K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.5K+ 34.85% |
$415K - $480K
|
44.5K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 0.63% |
$38.4K - $44.5K
|
169K
$6.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.83K+ 1.24% |
$66K - $76.4K
|
149K
$5.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.74K+ 4.87% |
$315K - $364K
|
188K
$7.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 2.6% |
$40.1K - $46.4K
|
43.9K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.61K+ 1229.39% |
$202K - $234K
|
6.06K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
67.2K+ 1.08% |
$2.42M - $2.8M
|
6.3M
$248M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-93.3K- 82.35% |
$3.36M - $3.89M
|
20K
$789K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-52.5K- 39.4% |
$1.89M - $2.19M
|
80.8K
$3.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
26+ 0.33% |
$937 - $1.08K
|
7.88K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.16K- 1.72% |
$330K - $382K
|
523K
$20.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-172- 0.34% |
$6.2K - $7.17K
|
50.6K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
666+ 1.11% |
$24K - $27.8K
|
60.9K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-146- 1.0% |
$5.26K - $6.09K
|
14.5K
$571K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-136K- 11.33% |
$4.89M - $5.65M
|
1.06M
$41.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.56K- 14.96% |
$92.3K - $107K
|
14.6K
$575K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-61- 0.56% |
$2.2K - $2.54K
|
10.8K
$426K
|