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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.6K- 11.86% |
$49.7K - $56.9K
|
11.9K
$478K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 16.12% |
$35.3K - $40.4K
|
5.92K
$238K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-511Closed |
$15.9K - $18.2K
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-181- 2.71% |
$5.62K - $6.43K
|
6.5K
$261K
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-21- 0.24% |
$652 - $747
|
8.81K
$354K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-153KClosed |
$5.19M - $6.14M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-136KClosed |
$4.61M - $5.45M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-65.2KClosed |
$2.21M - $2.61M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-37.1KClosed |
$1.26M - $1.49M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.9KClosed |
$435K - $515K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$418K - $495K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-12.2KClosed |
$412K - $487K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-11.6KClosed |
$392K - $464K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$361K - $427K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-10.6KClosed |
$360K - $426K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8.75KClosed |
$296K - $350K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-8.43KClosed |
$285K - $337K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.33KClosed |
$282K - $334K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.95KClosed |
$269K - $318K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-7.64KClosed |
$259K - $306K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$228K - $270K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.72KClosed |
$228K - $269K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.43KClosed |
$217K - $257K
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.4KClosed |
$217K - $256K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-6.07KClosed |
$206K - $243K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-5.98KClosed |
$202K - $239K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.74KClosed |
$194K - $230K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.67KClosed |
$192K - $227K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-5.59KClosed |
$189K - $224K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-5.26KClosed |
$178K - $210K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-5.23KClosed |
$177K - $209K
|
0
$0
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.18KClosed |
$175K - $207K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-5.13KClosed |
$174K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.51K- 8.7% |
$84.9K - $100K
|
26.3K
$1.06M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.09KClosed |
$70.6K - $83.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.86KClosed |
$63.1K - $74.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.5KClosed |
$50.8K - $60K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 17.29% |
$43K - $50.9K
|
6.08K
$244K
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.12K- 27.27% |
$37.9K - $44.8K
|
2.99K
$120K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-917- 11.61% |
$31K - $36.7K
|
6.98K
$281K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-626Closed |
$21.2K - $25.1K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-239- 60.35% |
$8.09K - $9.57K
|
157
$6.31K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-100- 1.68% |
$3.39K - $4K
|
5.85K
$235K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-71Closed |
$2.4K - $2.84K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-23Closed |
$779 - $921
|
0
$0
|
|
Q1 2022 | |||||||
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-88.7KClosed |
$3.16M - $3.81M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87.4KClosed |
$3.12M - $3.76M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-42.5KClosed |
$1.52M - $1.83M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-19.6KClosed |
$701K - $845K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-17.6KClosed |
$627K - $756K
|
0
$0
|