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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-54.5K- 30.04% |
$1.89M - $2.33M
|
127K
$5.43M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-41.6K- 21.25% |
$1.45M - $1.78M
|
154K
$6.6M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.9K- 1.81% |
$553K - $680K
|
864K
$36.9M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.3K- 17.66% |
$426K - $525K
|
57.3K
$2.45M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-11.2K- 27.06% |
$387K - $477K
|
30.1K
$1.29M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-6.76K- 25.79% |
$235K - $289K
|
19.4K
$831K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 14.18% |
$231K - $284K
|
40.3K
$1.72M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.38K- 10.02% |
$187K - $230K
|
48.3K
$2.07M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.02K- 3.53% |
$139K - $172K
|
110K
$4.69M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.79K- 2.47% |
$131K - $162K
|
149K
$6.38M
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.84K- 1.99% |
$98.6K - $121K
|
140K
$5.98M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.25K- 5.34% |
$78.1K - $96.2K
|
39.9K
$1.7M
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.73% |
$65.9K - $81.2K
|
67.7K
$2.89M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.56K- 20.06% |
$54.3K - $66.8K
|
6.23K
$266K
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.21K- 2.09% |
$42.1K - $51.8K
|
56.6K
$2.42M
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.13K- 11.5% |
$39.2K - $48.3K
|
8.69K
$371K
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.01K- 7.62% |
$35.1K - $43.2K
|
12.3K
$524K
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-994- 4.83% |
$34.5K - $42.5K
|
19.6K
$837K
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-340- 2.24% |
$11.8K - $14.5K
|
14.9K
$636K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-122- 0.96% |
$4.24K - $5.21K
|
12.5K
$535K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2- 0.01% |
$69.4 - $85.5
|
18.2K
$777K
|
|
Q1 2025 | |||||||
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.95M- 97.46% |
$109M - $120M
|
76.8K
$3.29M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49M- 50.32% |
$55.2M - $60.5M
|
1.47M
$62.8M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11M- 71.33% |
$41.1M - $45.1M
|
446K
$19.1M
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-757K- 90.75% |
$28.1M - $30.8M
|
77.2K
$3.3M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-574K- 2.47% |
$21.3M - $23.3M
|
22.7M
$970M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-538K- 79.06% |
$19.9M - $21.8M
|
142K
$6.09M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-495K- 76.77% |
$18.3M - $20.1M
|
150K
$6.4M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-355K- 35.84% |
$13.2M - $14.4M
|
636K
$27.2M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-269K- 82.09% |
$9.99M - $10.9M
|
58.8K
$2.51M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-261K- 78.38% |
$9.69M - $10.6M
|
72.1K
$3.08M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-240K- 90.64% |
$8.88M - $9.73M
|
24.7K
$1.06M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-237K- 4.25% |
$8.77M - $9.61M
|
5.32M
$228M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204K- 21.08% |
$7.58M - $8.31M
|
765K
$32.7M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-197K- 93.21% |
$7.3M - $8M
|
14.4K
$614K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-162K- 21.38% |
$6M - $6.58M
|
595K
$25.5M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-149K- 90.8% |
$5.52M - $6.05M
|
15.1K
$646K
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-112K- 80.2% |
$4.14M - $4.53M
|
27.5K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-98.6K- 87.66% |
$3.66M - $4.01M
|
13.9K
$594K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-95.2K- 44.73% |
$3.53M - $3.87M
|
118K
$5.03M
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-92K- 65.98% |
$3.41M - $3.74M
|
47.5K
$2.03M
|
|
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
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.9K- 37.06% |
$2.96M - $3.25M
|
136K
$5.8M
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-74.5K- 4.21% |
$2.76M - $3.03M
|
1.7M
$72.5M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-65.4K- 39.83% |
$2.42M - $2.66M
|
98.7K
$4.22M
|
|
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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.6K- 6.52% |
$2.21M - $2.42M
|
854K
$36.5M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59.1K- 13.31% |
$2.19M - $2.4M
|
385K
$16.5M
|
|
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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.9K- 5.09% |
$2.07M - $2.27M
|
1.04M
$44.6M
|