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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-188- 3.32% |
$6.97K - $7.64K
|
5.48K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-186- 4.89% |
$6.9K - $7.56K
|
3.62K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-184- 1.23% |
$6.82K - $7.48K
|
14.8K
$634K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-165- 1.26% |
$6.12K - $6.7K
|
12.9K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-162- 0.1% |
$6.01K - $6.58K
|
156K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-161- 2.16% |
$5.97K - $6.54K
|
7.29K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-156- 1.64% |
$5.78K - $6.34K
|
9.36K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-151- 2.79% |
$5.6K - $6.14K
|
5.27K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-148- 20.87% |
$5.49K - $6.01K
|
561
$24K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-147- 0.4% |
$5.45K - $5.97K
|
36.6K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-135- 1.56% |
$5K - $5.49K
|
8.51K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-134- 1.14% |
$4.97K - $5.44K
|
11.6K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-130- 2.33% |
$4.82K - $5.28K
|
5.44K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 0.42% |
$4.71K - $5.16K
|
30K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-125- 0.37% |
$4.63K - $5.08K
|
33.6K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-123- 1.29% |
$4.56K - $5K
|
9.39K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 0.73% |
$4.56K - $5K
|
16.6K
$712K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.29% |
$4.34K - $4.75K
|
39.6K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-112- 0.26% |
$4.15K - $4.55K
|
43.8K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-108- 0.36% |
$4K - $4.39K
|
29.6K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-103- 1.12% |
$3.82K - $4.18K
|
9.11K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-103- 5.31% |
$3.82K - $4.18K
|
1.84K
$78.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 15.88% |
$3.6K - $3.94K
|
514
$22K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-91- 0.99% |
$3.37K - $3.7K
|
9.11K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-88- 1.29% |
$3.26K - $3.58K
|
6.71K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-88- 0.42% |
$3.26K - $3.58K
|
20.7K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-70- 1.29% |
$2.59K - $2.84K
|
5.37K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-69- 1.02% |
$2.56K - $2.8K
|
6.67K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-67- 95.71% |
$2.48K - $2.72K
|
3
$128
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-59- 0.82% |
$2.19K - $2.4K
|
7.12K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-56- 1.39% |
$2.08K - $2.28K
|
3.96K
$169K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-43- 10.75% |
$1.59K - $1.75K
|
357
$15.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-41- 0.11% |
$1.52K - $1.67K
|
35.8K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-33- 1.06% |
$1.22K - $1.34K
|
3.07K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-31- 0.12% |
$1.15K - $1.26K
|
24.8K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-29- 56.86% |
$1.08K - $1.18K
|
22
$941
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-27- 0.29% |
$1K - $1.1K
|
9.38K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26- 0.32% |
$964 - $1.06K
|
8.14K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-24- 4.44% |
$890 - $975
|
516
$22.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24- 0.09% |
$890 - $975
|
27.3K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-23- 0.07% |
$853 - $934
|
33.6K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-20- 0.26% |
$741 - $813
|
7.65K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-19- 0.27% |
$704 - $772
|
6.92K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13- 0.08% |
$482 - $528
|
16.3K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-12- 0.07% |
$445 - $488
|
16.5K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-10- 1.74% |
$371 - $406
|
564
$24.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10- 3.24% |
$371 - $406
|
299
$12.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 4.32% |
$297 - $325
|
177
$7.57K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5- 0.02% |
$185 - $203
|
32.8K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2- 0.74% |
$74.1 - $81.3
|
268
$11.5K
|