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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.88K- 1.24% |
$69.7K - $76.4K
|
150K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
7.4K+ 14.13% |
$274K - $300K
|
59.7K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-375- 1.83% |
$13.9K - $15.2K
|
20.2K
$862K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-33- 1.06% |
$1.22K - $1.34K
|
3.07K
$131K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.09K- 1.48% |
$40.6K - $44.4K
|
72.7K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
117K+ 54.63% |
$4.34M - $4.76M
|
332K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
74.5KNew |
$2.76M - $3.03M
|
74.5K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-112- 0.26% |
$4.15K - $4.55K
|
43.8K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
203+ 0.35% |
$7.53K - $8.25K
|
58.8K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$402K - $440K
|
10.8K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.12KNew |
$301K - $330K
|
8.12K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.16K- 12.44% |
$117K - $128K
|
22.2K
$951K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-15.1K- 10.5% |
$561K - $615K
|
129K
$5.51M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-134- 1.14% |
$4.97K - $5.44K
|
11.6K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.64K+ 5.69% |
$209K - $229K
|
105K
$4.48M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.52K- 2.16% |
$168K - $184K
|
205K
$8.75M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.63K- 5.24% |
$172K - $188K
|
83.8K
$3.58M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.93K- 31.26% |
$220K - $241K
|
13K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.3K+ 87.17% |
$454K - $498K
|
26.3K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.78K+ 4.21% |
$214K - $235K
|
143K
$6.12M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
228+ 1.7% |
$8.45K - $9.26K
|
13.6K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.49K+ 26.04% |
$92.1K - $101K
|
12K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
417+ 15.95% |
$15.5K - $16.9K
|
3.03K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.27K+ 2.84% |
$84.2K - $92.3K
|
82.2K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
252K+ 4.33% |
$9.34M - $10.2M
|
6.07M
$259M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.61K- 3.74% |
$96.9K - $106K
|
67.3K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-10.9K- 5.72% |
$402K - $441K
|
179K
$7.65M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-355K- 35.84% |
$13.2M - $14.4M
|
636K
$27.2M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-29.9K- 80.72% |
$1.11M - $1.22M
|
7.15K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
49New |
$1.82K - $1.99K
|
49
$2.1K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
255+ 3.56% |
$9.45K - $10.4K
|
7.41K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.56K- 14.44% |
$206K - $226K
|
32.9K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26- 0.32% |
$964 - $1.06K
|
8.14K
$348K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-240- 18.29% |
$8.9K - $9.75K
|
1.07K
$45.8K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
129K+ 55.05% |
$4.79M - $5.25M
|
364K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
620K+ 6.15% |
$23M - $25.2M
|
10.7M
$458M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.88KNew |
$292K - $320K
|
7.88K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12.1K- 43.59% |
$449K - $492K
|
15.7K
$671K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.29K- 11.56% |
$159K - $174K
|
32.8K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.95M- 97.46% |
$109M - $120M
|
76.8K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
670+ 4.24% |
$24.8K - $27.2K
|
16.5K
$704K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-15.1K- 2.58% |
$559K - $613K
|
569K
$24.3M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
59.4K+ 15.24% |
$2.2M - $2.42M
|
450K
$19.2M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-325- 2.13% |
$12K - $13.2K
|
14.9K
$638K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 8.36% |
$234K - $256K
|
69.1K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.55KNew |
$280K - $307K
|
7.55K
$323K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.08K+ 5.26% |
$151K - $166K
|
81.5K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
13.2K+ 4.99% |
$490K - $537K
|
278K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.1K- 3.31% |
$634K - $695K
|
499K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 13.95% |
$433K - $475K
|
95.5K
$4.08M
|