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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.9K+ 6.52% |
$803K - $896K
|
342K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
833+ 2.55% |
$32K - $35.7K
|
33.5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.01KNew |
$269K - $300K
|
7.01K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12KNew |
$461K - $514K
|
12K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-649- 6.4% |
$24.9K - $27.8K
|
9.5K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-849- 8.43% |
$32.6K - $36.4K
|
9.22K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
549New |
$21.1K - $23.5K
|
549
$21.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.47K- 3.98% |
$94.8K - $106K
|
59.6K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.79K+ 3.69% |
$337K - $377K
|
247K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3KNew |
$115K - $129K
|
3K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
41New |
$1.57K - $1.76K
|
41
$1.61K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
8.7KNew |
$334K - $372K
|
8.7K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
663K+ 22.31% |
$25.4M - $28.4M
|
3.63M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
218K+ 12.99% |
$8.36M - $9.33M
|
1.9M
$74.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
52.5K+ 59.0% |
$2.01M - $2.25M
|
141K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.2K- 48.35% |
$1M - $1.12M
|
28K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.53K+ 96.04% |
$327K - $365K
|
17.4K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 67.94% |
$3.41K - $3.81K
|
42
$1.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-180K- 82.36% |
$6.92M - $7.72M
|
38.6K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.82K- 7.37% |
$69.7K - $77.8K
|
22.8K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.18K+ 1.49% |
$122K - $136K
|
216K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-281- 1.67% |
$10.8K - $12K
|
16.5K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.66K+ 0.71% |
$217K - $242K
|
808K
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.8KNew |
$759K - $847K
|
19.8K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33+ 0.42% |
$1.27K - $1.41K
|
7.94K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.32K- 4.97% |
$127K - $142K
|
63.4K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26.2K+ 16.67% |
$1M - $1.12M
|
183K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132K+ 22.77% |
$5.08M - $5.67M
|
713K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31- 29.25% |
$1.19K - $1.33K
|
75
$2.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-42- 0.71% |
$1.61K - $1.8K
|
5.91K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-230- 63.54% |
$8.83K - $9.85K
|
132
$5.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
164KNew |
$6.3M - $7.03M
|
164K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.24K- 16.44% |
$163K - $182K
|
21.6K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.43K+ 8.31% |
$247K - $275K
|
83.8K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.43KNew |
$54.9K - $61.3K
|
1.43K
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
20.8KNew |
$799K - $892K
|
20.8K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
67+ 2233.33% |
$2.57K - $2.87K
|
70
$2.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.18K+ 3.28% |
$45.2K - $50.5K
|
37.1K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-56.6K- 41.43% |
$2.17M - $2.43M
|
80.1K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.6K+ 130.94% |
$406K - $453K
|
18.7K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 22.52% |
$1.3K - $1.46K
|
185
$7.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
46+ 0.24% |
$1.77K - $1.97K
|
18.9K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-181- 1.52% |
$6.94K - $7.75K
|
11.7K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
16.6KNew |
$635K - $709K
|
16.6K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
587+ 2.92% |
$22.5K - $25.1K
|
20.7K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
268KNew |
$10.3M - $11.5M
|
268K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.14K- 4.06% |
$159K - $177K
|
97.8K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 0.52% |
$433K - $484K
|
2.14M
$84.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 1.13% |
$1.92K - $2.14K
|
4.38K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 43.29% |
$414K - $462K
|
35.7K
$1.41M
|