Latest Institutional Sells of Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPEM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.95M- 97.46% |
$109M - $120M
|
76.8K
$3.03M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49M- 50.32% |
$55.2M - $60.5M
|
1.47M
$57.9M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11M- 71.33% |
$41.1M - $45.1M
|
446K
$17.6M
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-757K- 90.75% |
$28.1M - $30.8M
|
77.2K
$3.04M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-597K- 45.15% |
$22.1M - $24.2M
|
725K
$28.6M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-574K- 2.47% |
$21.3M - $23.3M
|
22.7M
$893M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-538K- 79.06% |
$19.9M - $21.8M
|
142K
$5.61M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-495K- 76.77% |
$18.3M - $20.1M
|
150K
$5.9M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-355K- 35.84% |
$13.2M - $14.4M
|
636K
$25.1M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-269K- 82.09% |
$9.99M - $10.9M
|
58.8K
$2.31M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-261K- 78.38% |
$9.69M - $10.6M
|
72.1K
$2.84M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-240K- 90.64% |
$8.88M - $9.73M
|
24.7K
$974K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-237K- 4.25% |
$8.77M - $9.61M
|
5.32M
$210M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204K- 21.08% |
$7.58M - $8.31M
|
765K
$30.1M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-197K- 93.21% |
$7.3M - $8M
|
14.4K
$565K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-162K- 21.38% |
$6M - $6.58M
|
595K
$23.4M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-149K- 90.8% |
$5.52M - $6.05M
|
15.1K
$595K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 14.17% |
$5.38M - $5.9M
|
880K
$34.6M
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-112K- 80.2% |
$4.14M - $4.53M
|
27.5K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-98.6K- 87.66% |
$3.66M - $4.01M
|
13.9K
$547K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-95.2K- 44.73% |
$3.53M - $3.87M
|
118K
$4.63M
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-92K- 65.98% |
$3.41M - $3.74M
|
47.5K
$1.87M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-84.5K- 24.31% |
$3.13M - $3.43M
|
263K
$10.4M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.9K- 37.06% |
$2.96M - $3.25M
|
136K
$5.34M
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-74.5K- 4.21% |
$2.76M - $3.03M
|
1.7M
$66.8M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-72.2K- 33.63% |
$2.68M - $2.93M
|
143K
$5.61M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-65.4K- 39.83% |
$2.42M - $2.66M
|
98.7K
$3.89M
|
|
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
$732M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.6K- 6.52% |
$2.21M - $2.42M
|
854K
$33.6M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59.1K- 13.31% |
$2.19M - $2.4M
|
385K
$15.2M
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-57.6K- 45.79% |
$2.14M - $2.34M
|
68.2K
$2.69M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.9K- 5.09% |
$2.07M - $2.27M
|
1.04M
$41M
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-55.7K- 32.35% |
$2.06M - $2.26M
|
116K
$4.58M
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-43.8K- 6.06% |
$1.62M - $1.78M
|
679K
$26.7M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-43.5K- 2.23% |
$1.61M - $1.77M
|
1.9M
$75M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-42.4K- 9.5% |
$1.57M - $1.72M
|
404K
$15.9M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-39.2K- 13.0% |
$1.45M - $1.59M
|
262K
$10.3M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-37K- 9.05% |
$1.37M - $1.5M
|
372K
$14.6M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.1K- 2.22% |
$1.34M - $1.47M
|
1.59M
$62.7M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-35.4K- 36.77% |
$1.31M - $1.44M
|
60.9K
$2.4M
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-35K- 68.56% |
$1.3M - $1.42M
|
16.1K
$633K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34K- 17.02% |
$1.26M - $1.38M
|
166K
$6.53M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-30.9K- 2.96% |
$1.14M - $1.25M
|
1.01M
$39.8M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30.5K- 14.5% |
$1.13M - $1.24M
|
180K
$7.08M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30.2K- 28.75% |
$1.12M - $1.23M
|
74.9K
$2.95M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-30K- 7.61% |
$1.11M - $1.22M
|
364K
$14.3M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-29.9K- 80.72% |
$1.11M - $1.22M
|
7.15K
$282K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29.1K- 15.38% |
$1.08M - $1.18M
|
160K
$6.3M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.9K- 80.07% |
$1.07M - $1.17M
|
7.19K
$283K
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-28.7K- 48.12% |
$1.07M - $1.17M
|
31K
$1.22M
|