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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.03% |
$74.1 - $81.3
|
7.64K
$327K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-421K- 97.39% |
$16.1M - $18M
|
11.3K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-79.4K- 49.66% |
$3.05M - $3.4M
|
80.5K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-56.6K- 41.43% |
$2.17M - $2.43M
|
80.1K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-49.1K- 78.97% |
$1.88M - $2.1M
|
13.1K
$559K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.1K- 59.85% |
$811K - $905K
|
14.2K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.6K- 11.74% |
$405K - $452K
|
79.3K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-7.31K- 20.71% |
$281K - $313K
|
28K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.61K- 92.5% |
$215K - $240K
|
455
$19.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.77K- 34.9% |
$183K - $204K
|
8.89K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.91K- 2.65% |
$112K - $125K
|
107K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.78K- 7.26% |
$107K - $119K
|
35.5K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.32K- 18.35% |
$88.9K - $99.2K
|
10.3K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.11K- 20.34% |
$80.9K - $90.3K
|
8.26K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.71K- 0.74% |
$65.8K - $73.4K
|
229K
$9.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 12.19% |
$60.1K - $67.1K
|
11.3K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.46K- 97.59% |
$56K - $62.5K
|
36
$1.54K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.19K- 8.27% |
$45.8K - $51.1K
|
13.2K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 48.38% |
$44.1K - $49.2K
|
1.23K
$52.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.1K- 11.28% |
$42.2K - $47.1K
|
8.65K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-849- 8.43% |
$32.6K - $36.4K
|
9.22K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-837- 6.76% |
$32.1K - $35.8K
|
11.5K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-805- 9.17% |
$30.9K - $34.5K
|
7.98K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-750- 9.77% |
$28.8K - $32.1K
|
6.92K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-734- 13.07% |
$28.2K - $31.4K
|
4.88K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-659- 10.62% |
$25.3K - $28.2K
|
5.55K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-649- 6.4% |
$24.9K - $27.8K
|
9.5K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-249- 7.08% |
$9.55K - $10.7K
|
3.27K
$140K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-244- 3.68% |
$9.36K - $10.4K
|
6.38K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-230- 63.54% |
$8.83K - $9.85K
|
132
$5.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-193- 7.16% |
$7.41K - $8.26K
|
2.5K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-186- 3.14% |
$7.14K - $7.96K
|
5.74K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-181- 1.52% |
$6.94K - $7.75K
|
11.7K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-103- 43.1% |
$3.95K - $4.41K
|
136
$5.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 3.45% |
$3.84K - $4.28K
|
2.8K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 67.94% |
$3.41K - $3.81K
|
42
$1.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-81- 14.65% |
$3.11K - $3.47K
|
472
$20.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-79- 24.46% |
$3.03K - $3.38K
|
244
$10.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 1.94% |
$1.27K - $1.41K
|
1.67K
$71.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31- 29.25% |
$1.19K - $1.33K
|
75
$3.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 0.37% |
$307 - $343
|
2.14K
$91.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 1.58% |
$192 - $214
|
312
$13.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4- 0.07% |
$153 - $171
|
5.5K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2- 4.44% |
$76.7 - $85.6
|
43
$1.84K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1- 0.16% |
$38.4 - $42.8
|
610
$26.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-155K- 96.4% |
$5.58M - $6.45M
|
5.79K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-88.9K- 24.12% |
$3.2M - $3.71M
|
280K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-84.9K- 53.86% |
$3.06M - $3.54M
|
72.8K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6.29K- 52.38% |
$227K - $262K
|
5.72K
$245K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.69K- 4.38% |
$169K - $195K
|
102K
$4.38M
|
|