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 |
---|---|---|---|---|---|---|---|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-274Closed |
$9.27K - $10.4K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-44.1KClosed |
$1.21M - $1.51M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-42.3KClosed |
$1.16M - $1.45M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-25.2KClosed |
$691K - $865K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-12.7KClosed |
$346K - $434K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.66KClosed |
$265K - $331K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8.33KClosed |
$228K - $286K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
SELL
|
- |
-7.26KClosed |
$199K - $249K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-2.06KClosed |
$56.4K - $70.7K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-2.02KClosed |
$55.3K - $69.2K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-285Closed |
$7.8K - $9.78K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-181Closed |
$4.96K - $6.21K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-137Closed |
$3.75K - $4.7K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-77Closed |
$2.11K - $2.64K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-24Closed |
$657 - $823
|
0
$0
|
|
Q1 2020 | |||||||
May 06, 2020
Q1 2020
|
Compass Financial Group, Inc.
|
SELL
|
- |
-183KClosed |
$4.71M - $7.06M
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-126KClosed |
$3.23M - $4.85M
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-94.9KClosed |
$2.44M - $3.67M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-71.4KClosed |
$1.84M - $2.76M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-43KClosed |
$1.11M - $1.66M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
SELL
|
- |
-42.8KClosed |
$1.1M - $1.65M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40.3KClosed |
$1.04M - $1.56M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-38KClosed |
$979K - $1.47M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-21.3KClosed |
$548K - $822K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-18.4KClosed |
$475K - $712K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-15.5KClosed |
$399K - $598K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-14.2KClosed |
$366K - $549K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.1KClosed |
$312K - $468K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11.9KClosed |
$308K - $462K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.3KClosed |
$291K - $437K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7.56KClosed |
$195K - $292K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.47KClosed |
$141K - $212K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.38KClosed |
$139K - $208K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.44KClosed |
$37K - $55.5K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.44KClosed |
$37K - $55.5K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-720Closed |
$18.5K - $27.8K
|
0
$0
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-505Closed |
$13K - $19.5K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-221Closed |
$5.69K - $8.54K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-111Closed |
$2.86K - $4.29K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-88Closed |
$2.27K - $3.4K
|
0
$0
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-60Closed |
$1.55K - $2.32K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-34Closed |
$876 - $1.31K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-13Closed |
$335 - $502
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10Closed |
$258 - $387
|
0
$0
|
|
Q4 2019 | |||||||
Jan 23, 2020
Q4 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-59.2KClosed |
$2M - $2.25M
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-40.2KClosed |
$1.36M - $1.53M
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-22.8KClosed |
$771K - $866K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Moseley Investment Management Inc
|
SELL
|
- |
-21.2KClosed |
$718K - $807K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-567Closed |
$19.2K - $21.6K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-310Closed |
$10.5K - $11.8K
|
0
$0
|