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 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.95K- 22.42% |
$132K - $144K
|
13.7K
$549K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.27K- 2.38% |
$42.5K - $46.3K
|
52.3K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 15.89% |
$38.9K - $42.4K
|
6.17K
$248K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.04K- 7.7% |
$34.8K - $37.9K
|
12.5K
$502K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-243Closed |
$8.11K - $8.84K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-201- 1.03% |
$6.71K - $7.31K
|
19.4K
$779K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-26.5K- 54.79% |
$879K - $946K
|
21.8K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-24.9K- 69.09% |
$825K - $888K
|
11.1K
$447K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24K- 88.07% |
$798K - $860K
|
3.26K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.42K- 57.41% |
$280K - $301K
|
6.25K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.76K- 39.68% |
$224K - $242K
|
10.3K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.15K- 49.25% |
$204K - $220K
|
6.34K
$255K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.99K- 40.26% |
$199K - $214K
|
8.89K
$357K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 20.29% |
$60.6K - $65.2K
|
7.17K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-945- 0.58% |
$31.4K - $33.8K
|
163K
$6.56M
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-738- 10.19% |
$24.5K - $26.4K
|
6.51K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-390- 4.65% |
$12.9K - $13.9K
|
8K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 46.3% |
$9.13K - $9.83K
|
319
$12.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2- 0.28% |
$66.4 - $71.5
|
717
$28.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-73.2K- 92.54% |
$2.38M - $2.67M
|
5.9K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-69.6KClosed |
$2.26M - $2.54M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-24.2K- 99.59% |
$786K - $881K
|
100
$4.02K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.75KClosed |
$219K - $246K
|
0
$0
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.9KClosed |
$94.1K - $105K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.08K- 15.41% |
$35K - $39.2K
|
5.91K
$237K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-357- 2.3% |
$11.6K - $13K
|
15.1K
$608K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-243- 27.77% |
$7.9K - $8.85K
|
632
$25.4K
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-217- 3.41% |
$7.05K - $7.91K
|
6.15K
$247K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-182- 1.12% |
$5.91K - $6.63K
|
16K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-177- 99.44% |
$5.75K - $6.45K
|
1
$40.2
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-53- 14.1% |
$1.72K - $1.93K
|
323
$13K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2- 6.45% |
$65 - $72.9
|
29
$1.17K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-6.93K- 48.98% |
$209K - $239K
|
7.22K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3K- 89.23% |
$90.5K - $104K
|
362
$14.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.69K- 11.39% |
$50.9K - $58.1K
|
13.1K
$527K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.39K- 2.12% |
$42K - $48.1K
|
64.3K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-735- 19.24% |
$22.2K - $25.4K
|
3.09K
$124K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-39- 0.45% |
$1.18K - $1.35K
|
8.58K
$345K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-32- 0.31% |
$966 - $1.1K
|
10.3K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-26- 20.0% |
$785 - $897
|
104
$4.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5- 0.1% |
$151 - $173
|
5.21K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 0.96% |
$121 - $138
|
414
$16.6K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13K- 47.0% |
$404K - $462K
|
14.7K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9.12K- 71.83% |
$283K - $324K
|
3.58K
$144K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.84KClosed |
$212K - $243K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5.51K- 17.16% |
$171K - $196K
|
26.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.22K- 16.46% |
$99.8K - $114K
|
16.3K
$656K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.67K- 25.47% |
$82.8K - $94.8K
|
7.8K
$313K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.87K- 18.14% |
$58.1K - $66.6K
|
8.45K
$340K
|
|