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, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-260- 87.54% |
$8.76K - $9.48K
|
37
$1.58K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-195- 50.0% |
$6.57K - $7.11K
|
195
$8.34K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-99- 22.45% |
$3.34K - $3.61K
|
342
$14.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-45- 0.76% |
$1.52K - $1.64K
|
5.88K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$33.7 - $36.5
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-500K- 95.84% |
$16.1M - $17.7M
|
21.7K
$926K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-9.64K- 73.08% |
$311K - $342K
|
3.55K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-8.76K- 17.64% |
$283K - $311K
|
40.9K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.3K- 4.77% |
$236K - $259K
|
146K
$6.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.84K- 17.45% |
$156K - $172K
|
22.9K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.11K- 49.53% |
$100K - $110K
|
3.17K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.78K- 3.64% |
$89.8K - $98.7K
|
73.8K
$3.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.6K- 50.0% |
$83.8K - $92.1K
|
2.6K
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.39K- 32.01% |
$77K - $84.6K
|
5.07K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.84K- 98.71% |
$59.4K - $65.3K
|
24
$1.03K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-63- 70.0% |
$2.03K - $2.23K
|
27
$1.15K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53- 25.36% |
$1.71K - $1.88K
|
156
$6.67K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-754KClosed |
$25.2M - $27.4M
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-91.6K- 60.84% |
$3.06M - $3.33M
|
59K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-29.8K- 21.89% |
$995K - $1.08M
|
106K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.7K- 40.41% |
$525K - $572K
|
23.2K
$992K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.46K- 18.87% |
$215K - $235K
|
27.8K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.27K- 2.38% |
$42.5K - $46.3K
|
52.3K
$2.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 15.89% |
$38.9K - $42.4K
|
6.17K
$264K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.04K- 7.7% |
$34.8K - $37.9K
|
12.5K
$534K
|
|
|
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
$830K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-26.5K- 54.79% |
$879K - $946K
|
21.8K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-24.9K- 69.09% |
$825K - $888K
|
11.1K
$475K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24K- 88.07% |
$798K - $860K
|
3.26K
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.42K- 57.41% |
$280K - $301K
|
6.25K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.76K- 39.68% |
$224K - $242K
|
10.3K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.15K- 49.25% |
$204K - $220K
|
6.34K
$271K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 20.29% |
$60.6K - $65.2K
|
7.17K
$307K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-945- 0.58% |
$31.4K - $33.8K
|
163K
$6.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-738- 10.19% |
$24.5K - $26.4K
|
6.51K
$278K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-390- 4.65% |
$12.9K - $13.9K
|
8K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-275- 46.3% |
$9.13K - $9.83K
|
319
$13.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2- 0.28% |
$66.4 - $71.5
|
717
$30.7K
|
|
| Q1 2023 | |||||||
|
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
$4.28K
|
|
|
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
$253K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-357- 2.3% |
$11.6K - $13K
|
15.1K
$647K
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-217- 3.41% |
$7.05K - $7.91K
|
6.15K
$263K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-182- 1.12% |
$5.91K - $6.63K
|
16K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-177- 99.44% |
$5.75K - $6.45K
|
1
$42.8
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2- 6.45% |
$65 - $72.9
|
29
$1.24K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-6.93K- 48.98% |
$209K - $239K
|
7.22K
$309K
|
|