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 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-4.3K- 99.98% |
$155K - $179K
|
1
$42.8
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.89K- 91.31% |
$140K - $162K
|
370
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.43K- 7.64% |
$123K - $143K
|
41.4K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.23K- 29.51% |
$116K - $135K
|
7.72K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.36K- 31.34% |
$84.9K - $98.3K
|
5.17K
$221K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.12K- 3.86% |
$76.2K - $88.2K
|
52.7K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-973- 1.66% |
$35K - $40.6K
|
57.7K
$2.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-689- 17.71% |
$24.8K - $28.7K
|
3.2K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-523- 36.32% |
$18.8K - $21.8K
|
917
$39.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-442- 1.16% |
$15.9K - $18.4K
|
37.6K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-296- 37.19% |
$10.7K - $12.3K
|
500
$21.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 51.23% |
$9.01K - $10.4K
|
238
$10.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-246- 1.55% |
$8.86K - $10.3K
|
15.6K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-216- 40.99% |
$7.78K - $9K
|
311
$13.3K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-170- 0.58% |
$6.12K - $7.09K
|
29K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-127- 17.71% |
$4.57K - $5.29K
|
590
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-118- 0.87% |
$4.25K - $4.92K
|
13.5K
$576K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-97- 59.88% |
$3.49K - $4.04K
|
65
$2.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-78- 6.5% |
$2.81K - $3.25K
|
1.12K
$48K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41- 0.39% |
$1.48K - $1.71K
|
10.4K
$446K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 15.38% |
$1.08K - $1.25K
|
165
$7.06K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-25- 12.56% |
$901 - $1.04K
|
174
$7.44K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-10- 0.44% |
$360 - $417
|
2.29K
$97.7K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-51.1K- 17.45% |
$1.8M - $1.98M
|
242K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-45.1K- 9.25% |
$1.59M - $1.75M
|
443K
$18.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.4K- 94.36% |
$473K - $520K
|
800
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-8.02K- 51.87% |
$283K - $311K
|
7.45K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.91K- 88.6% |
$138K - $152K
|
503
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.81K- 33.28% |
$135K - $148K
|
7.65K
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.07K- 5.19% |
$73.2K - $80.4K
|
37.9K
$1.62M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.68K- 20.36% |
$59.2K - $65K
|
6.55K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.59K- 9.12% |
$56.1K - $61.6K
|
15.8K
$677K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.22K- 2.3% |
$43K - $47.3K
|
51.7K
$2.21M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-467- 3.42% |
$16.5K - $18.1K
|
13.2K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-380- 19.41% |
$13.4K - $14.7K
|
1.58K
$67.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-202- 3.51% |
$7.13K - $7.84K
|
5.55K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-51- 0.82% |
$1.8K - $1.98K
|
6.18K
$264K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51- 1.81% |
$1.8K - $1.98K
|
2.77K
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-41- 0.68% |
$1.45K - $1.59K
|
6.02K
$258K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.29% |
$35.3 - $38.8
|
345
$14.8K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-417K- 98.64% |
$14M - $15.2M
|
5.73K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-21.6K- 78.72% |
$727K - $787K
|
5.83K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7.6K- 18.06% |
$256K - $277K
|
34.5K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 25.31% |
$174K - $188K
|
15.2K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.6K- 5.48% |
$155K - $168K
|
79.4K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-2.64K- 13.21% |
$88.8K - $96.1K
|
17.3K
$741K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.27K- 9.93% |
$76.5K - $82.9K
|
20.6K
$881K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.6K- 18.47% |
$53.9K - $58.4K
|
7.06K
$302K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.34K- 27.49% |
$45.1K - $48.8K
|
3.53K
$151K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-284Closed |
$9.57K - $10.4K
|
0
$0
|
|