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 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.12K- 3.86% |
$76.2K - $88.2K
|
52.7K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2K- 16.26% |
$71.9K - $83.2K
|
10.3K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 2.61% |
$66.5K - $76.9K
|
69K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.77K- 13.18% |
$63.9K - $73.9K
|
11.7K
$450K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.76K- 2.48% |
$63.5K - $73.5K
|
69.4K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.75K- 6.02% |
$62.9K - $72.8K
|
27.3K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 0.11% |
$61.3K - $70.9K
|
1.57M
$60.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.64K- 13.08% |
$59K - $68.3K
|
10.9K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.55K- 0.46% |
$55.8K - $64.6K
|
333K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 11.19% |
$54.1K - $62.6K
|
11.9K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.5K- 1.99% |
$53.9K - $62.4K
|
73.6K
$2.84M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.45K- 6.4% |
$52.1K - $60.3K
|
21.2K
$815K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 1.16% |
$44.1K - $51K
|
104K
$4M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.21K- 2.32% |
$43.4K - $50.3K
|
50.8K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 1.83% |
$43.3K - $50.1K
|
64.6K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 0.63% |
$38.4K - $44.5K
|
169K
$6.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-985- 3.97% |
$35.5K - $41.1K
|
23.8K
$917K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-973- 1.66% |
$35K - $40.6K
|
57.7K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-972- 4.77% |
$35K - $40.5K
|
19.4K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-969- 1.72% |
$34.9K - $40.4K
|
55.4K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-929- 8.22% |
$33.5K - $38.7K
|
10.4K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-913- 0.87% |
$32.9K - $38.1K
|
104K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-912- 0.44% |
$32.9K - $38K
|
206K
$7.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-880- 0.66% |
$31.7K - $36.7K
|
132K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-874- 2.98% |
$31.5K - $36.4K
|
28.5K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-862- 5.63% |
$31K - $35.9K
|
14.4K
$556K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-800- 1.43% |
$28.8K - $33.3K
|
55.1K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-753- 1.3% |
$27.1K - $31.4K
|
57K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-706- 4.81% |
$25.4K - $29.4K
|
14K
$539K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-689- 17.71% |
$24.8K - $28.7K
|
3.2K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-585- 1.32% |
$21.1K - $24.4K
|
43.6K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-552- 6.39% |
$19.9K - $23K
|
8.09K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-543- 0.08% |
$19.6K - $22.6K
|
652K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-523- 36.32% |
$18.8K - $21.8K
|
917
$35.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-518- 3.88% |
$18.7K - $21.6K
|
12.8K
$495K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-514- 2.13% |
$18.5K - $21.4K
|
23.6K
$910K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 7.5% |
$18K - $20.8K
|
6.17K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-483- 17.1% |
$17.4K - $20.1K
|
2.34K
$90.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-447- 3.49% |
$16.1K - $18.6K
|
12.4K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-444- 2.58% |
$16K - $18.5K
|
16.8K
$647K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-442- 1.16% |
$15.9K - $18.4K
|
37.6K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-411- 0.52% |
$14.8K - $17.1K
|
79.3K
$3.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-405- 14.56% |
$14.6K - $16.9K
|
2.38K
$91.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-326- 3.31% |
$11.7K - $13.6K
|
9.52K
$367K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-313- 0.64% |
$11.3K - $13K
|
48.9K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-301- 5.32% |
$10.8K - $12.5K
|
5.36K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-296- 37.19% |
$10.7K - $12.3K
|
500
$19.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-290- 2.41% |
$10.4K - $12.1K
|
11.7K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-285- 1.6% |
$10.3K - $11.9K
|
17.5K
$674K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-279- 2.51% |
$10K - $11.6K
|
10.8K
$418K
|