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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.5K- 5.27% |
$524K - $606K
|
262K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-13.6K- 23.6% |
$489K - $566K
|
44K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13K- 12.36% |
$469K - $542K
|
92.3K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 14.14% |
$459K - $531K
|
77.4K
$3.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-12.1K- 1.92% |
$434K - $502K
|
614K
$24.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.6K- 6.66% |
$417K - $482K
|
162K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.4K- 16.98% |
$410K - $474K
|
55.6K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.8K- 13.32% |
$391K - $452K
|
70.6K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10.3K- 7.08% |
$372K - $430K
|
135K
$5.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-10.1K- 46.06% |
$365K - $423K
|
11.9K
$467K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.83K- 5.06% |
$354K - $410K
|
184K
$7.24M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.55K- 35.99% |
$344K - $398K
|
17K
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.16K- 1.72% |
$330K - $382K
|
523K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.98K- 4.77% |
$323K - $374K
|
179K
$7.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.45K- 24.44% |
$304K - $352K
|
26.1K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-8.32K- 0.98% |
$300K - $347K
|
837K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.27K- 39.59% |
$298K - $345K
|
12.6K
$496K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.76K- 42.89% |
$280K - $324K
|
10.3K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-7.73K- 11.16% |
$278K - $322K
|
61.5K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7.45K- 19.99% |
$268K - $311K
|
29.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-7.43K- 3.22% |
$268K - $310K
|
223K
$8.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6.84K- 7.02% |
$246K - $285K
|
90.6K
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.44K- 0.8% |
$232K - $268K
|
802K
$31.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6.29K- 52.38% |
$227K - $262K
|
5.72K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.21K- 18.44% |
$224K - $259K
|
27.5K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-6.11K- 3.82% |
$220K - $255K
|
154K
$6.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6.1K- 8.28% |
$220K - $254K
|
67.6K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.09K- 2.64% |
$220K - $254K
|
225K
$8.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-6.08K- 5.78% |
$219K - $253K
|
99K
$3.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.06K- 19.53% |
$218K - $253K
|
25K
$982K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.01K- 14.33% |
$216K - $250K
|
35.9K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.91K- 51.2% |
$213K - $246K
|
5.63K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-5.71K- 3.81% |
$206K - $238K
|
144K
$5.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.62K- 41.95% |
$202K - $234K
|
7.78K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-5.22K- 3.91% |
$188K - $218K
|
128K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.77K- 34.64% |
$172K - $199K
|
9K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4.53K- 4.29% |
$163K - $189K
|
101K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.5K- 5.8% |
$162K - $188K
|
73.1K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.4K- 0.63% |
$158K - $183K
|
695K
$27.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.37K- 32.36% |
$157K - $182K
|
9.14K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.33K- 0.29% |
$156K - $180K
|
1.47M
$57.8M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-4.3K- 99.98% |
$155K - $179K
|
1
$39.3
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.26K- 39.13% |
$153K - $177K
|
6.62K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.13K- 3.71% |
$149K - $172K
|
107K
$4.21M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.98K- 25.92% |
$143K - $166K
|
11.4K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.97K- 7.16% |
$143K - $166K
|
51.5K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.89K- 91.31% |
$140K - $162K
|
370
$14.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.78K- 38.86% |
$136K - $158K
|
5.95K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.74K- 2.66% |
$135K - $156K
|
137K
$5.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.57K- 16.15% |
$129K - $149K
|
18.5K
$729K
|