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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-435K- 92.89% |
$16.7M - $18.6M
|
33.3K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100K- 15.0% |
$3.85M - $4.29M
|
568K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-89.6K- 32.62% |
$3.44M - $3.83M
|
185K
$7.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-70.3K- 13.03% |
$2.7M - $3.01M
|
469K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-52.1K- 4.47% |
$2M - $2.23M
|
1.11M
$42.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-48.3K- 13.3% |
$1.85M - $2.07M
|
315K
$12M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-20.2K- 18.63% |
$775K - $864K
|
88.1K
$3.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-14.5K- 2.77% |
$555K - $619K
|
508K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 31.84% |
$544K - $607K
|
30.4K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-12.5K- 52.07% |
$478K - $534K
|
11.5K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.1K- 14.37% |
$389K - $434K
|
60.4K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.93K- 3.8% |
$381K - $425K
|
252K
$9.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.45K- 27.44% |
$286K - $319K
|
19.7K
$753K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.23K- 5.15% |
$277K - $310K
|
133K
$5.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.61K- 92.5% |
$215K - $240K
|
455
$17.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-5.47K- 34.21% |
$210K - $234K
|
10.5K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.23K- 3.3% |
$162K - $181K
|
124K
$4.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.16K- 9.49% |
$160K - $178K
|
39.7K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-4.04K- 8.72% |
$155K - $173K
|
42.3K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.84K- 22.08% |
$109K - $122K
|
10K
$384K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.57K- 3.63% |
$98.7K - $110K
|
68.4K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.52K- 1.53% |
$58.2K - $65K
|
97.9K
$3.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.3K- 3.31% |
$50K - $55.8K
|
38.1K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 2.22% |
$45.3K - $50.6K
|
52.1K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.18K- 2.06% |
$45.3K - $50.5K
|
56.1K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.12K- 6.44% |
$43K - $48K
|
16.3K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-951- 0.51% |
$36.5K - $40.7K
|
186K
$7.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-930- 6.42% |
$35.7K - $39.8K
|
13.5K
$518K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-916- 5.33% |
$35.1K - $39.2K
|
16.3K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-892- 4.66% |
$34.2K - $38.2K
|
18.2K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-778- 5.1% |
$29.9K - $33.3K
|
14.5K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-734- 13.07% |
$28.2K - $31.4K
|
4.88K
$187K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-480- 3.57% |
$18.4K - $20.6K
|
13K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-446- 1.84% |
$17.1K - $19.1K
|
23.7K
$908K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-412- 0.41% |
$15.8K - $17.6K
|
101K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-302- 2.33% |
$11.6K - $12.9K
|
12.6K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-227- 0.72% |
$8.71K - $9.72K
|
31.1K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-207- 0.02% |
$7.94K - $8.86K
|
1.06M
$40.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-145- 0.43% |
$5.56K - $6.21K
|
33.6K
$1.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-120- 0.11% |
$4.6K - $5.14K
|
111K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100- 0.74% |
$3.84K - $4.28K
|
13.4K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 3.45% |
$3.84K - $4.28K
|
2.8K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-79- 1.39% |
$3.03K - $3.38K
|
5.62K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-58- 0.3% |
$2.23K - $2.48K
|
19.5K
$747K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 1.94% |
$1.27K - $1.41K
|
1.67K
$63.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.51M- 98.0% |
$54.5M - $63M
|
30.8K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-604K- 2.56% |
$21.8M - $25.2M
|
23M
$880M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-566K- 10.72% |
$20.4M - $23.6M
|
4.71M
$180M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-445K- 22.63% |
$16M - $18.5M
|
1.52M
$58.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-384K- 22.87% |
$13.8M - $16M
|
1.3M
$49.6M
|
|