Purchases and Sales Made in Q2 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 08, 2025 Q2 2025
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
42
New
$1.46K - $1.8K
42 $1.98K
Jul 21, 2025 Q2 2025
Old Second National Bank Of Aurora

BUY
 -
33
+ 0.28%
$1.15K - $1.41K
11.7K $552K
Aug 15, 2025 Q2 2025
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
32
+ 0.36%
$1.11K - $1.37K
8.84K $416K
Aug 14, 2025 Q2 2025
Brinker Capital Investments, LLC

BUY
 -
31
+ 0.02%
$1.08K - $1.32K
181K $8.53M
Aug 14, 2025 Q2 2025
Snowden Capital Advisors LLC

New York, NY
BUY
 -
29
+ 0.05%
$1.01K - $1.24K
62.2K $2.93M
Aug 14, 2025 Q2 2025
Dagco, Inc.

BUY
 -
28
New
$972 - $1.2K
28 $1.32K
Jul 21, 2025 Q2 2025
Tfg Advisers LLC

BUY
 -
28
+ 0.44%
$972 - $1.2K
6.34K $299K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
27
New
$937 - $1.15K
27 $1.27K
Aug 05, 2025 Q2 2025
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
26
+ 2.84%
$903 - $1.11K
943 $44.4K
Jul 30, 2025 Q2 2025
Insight Advisors, LLC

Newtown, PA
BUY
 -
25
+ 0.27%
$868 - $1.07K
9.4K $443K
Aug 15, 2025 Q2 2025
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
9
New
$312 - $385
9 $424
Jul 11, 2025 Q2 2025
Uma Financial Services, Inc.

BUY
 -
8
+ 1.2%
$278 - $342
673 $31.7K
Jul 09, 2025 Q2 2025
Defined Wealth Management, LLC

BUY
 -
5
+ 0.02%
$174 - $214
31.2K $1.47M
Aug 13, 2025 Q2 2025
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5
+ 0.07%
$174 - $214
7.53K $355K
Jul 28, 2025 Q2 2025
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
4
+ 1.49%
$139 - $171
272 $12.8K
Jul 08, 2025 Q2 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
3
+ 0.01%
$104 - $128
20.2K $952K
Jul 17, 2025 Q2 2025
Beacon Capital Management, LLC

BUY
 -
3
+ 1.15%
$104 - $128
264 $12.4K
Aug 14, 2025 Q2 2025
Synovus Financial Corp

Columbus, GA
BUY
 -
2
+ 0.02%
$69.4 - $85.5
9.82K $463K
Jul 21, 2025 Q2 2025
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
1
+ 1.69%
$34.7 - $42.7
60 $2.83K
Aug 08, 2025 Q2 2025
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
1
+ 0.44%
$34.7 - $42.7
230 $10.8K
Jul 25, 2025 Q2 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 1.72%
$34.7 - $42.7
59 $2.78K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 21, 2025 Q2 2025
Future Financial Wealth Managment LLC

SELL
 -
-1
- 0.21%
$34.7 - $42.7
483 $22.8K
Jul 10, 2025 Q2 2025
Wedmont Private Capital

SELL
 -
-2
- 0.01%
$69.4 - $85.5
18.2K $856K
Jul 24, 2025 Q2 2025
Reuter James Wealth Management, LLC

Oklahoma City, OK
SELL
 -
-2
- 0.03%
$69.4 - $85.5
5.72K $269K
Jul 30, 2025 Q2 2025
Carnegie Capital Asset Management, LLC

SELL
 -
-3
- 0.02%
$104 - $128
13.6K $643K
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-4
- 0.03%
$139 - $171
14.2K $669K
Jul 22, 2025 Q2 2025
Valley National Advisers Inc

SELL
 -
-5
- 0.23%
$174 - $214
2.14K $101K
Oct 20, 2025 Q2 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
SELL
 -
-5
- 1.04%
$174 - $214
474 $22.3K
Aug 06, 2025 Q2 2025
Rovin Capital

SELL
 -
-8
- 0.04%
$278 - $342
22.3K $1.05M
Aug 08, 2025 Q2 2025
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-10
- 0.25%
$347 - $427
3.95K $186K
Aug 14, 2025 Q2 2025
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-11
- 0.13%
$382 - $470
8.7K $410K
Aug 19, 2025 Q2 2025
Asset Dedication, LLC

SELL
 -
-12
- 0.01%
$417 - $513
89.1K $4.2M
Aug 05, 2025 Q2 2025
First Horizon Advisors, Inc.

SELL
 -
-17
- 0.19%
$590 - $727
8.75K $412K
Jul 14, 2025 Q2 2025
Pacifica Partners Inc.

SELL
 -
-17
- 0.12%
$590 - $727
14.5K $681K
Aug 08, 2025 Q2 2025
Security Financial Services, Inc.

SELL
 -
-20
- 0.28%
$694 - $855
7.13K $336K
Jul 28, 2025 Q2 2025
Ritholtz Wealth Management

SELL
 -
-28
- 0.15%
$972 - $1.2K
19.2K $903K
Aug 05, 2025 Q2 2025
Sunburst Financial Group, LLC

SELL
 -
-36
- 0.18%
$1.25K - $1.54K
20.1K $948K
Aug 27, 2025 Q2 2025
Barnes Wealth Management Group, Inc

Bakersfield, CA
SELL
 -
-42
- 0.77%
$1.46K - $1.8K
5.44K $256K
Jul 22, 2025 Q2 2025
Iron Horse Wealth Management, LLC

SELL
 -
-43
- 2.34%
$1.49K - $1.84K
1.8K $84.6K
Aug 12, 2025 Q2 2025
Winnow Wealth LLC

Waco, TX
SELL
 -
-51
Closed
$1.77K - $2.18K
0 $0
Aug 13, 2025 Q2 2025
Stone X Group Inc.

SELL
 -
-53
- 0.85%
$1.84K - $2.27K
6.17K $291K
Aug 13, 2025 Q2 2025
Cary Street Partners Financial LLC

Richmond, VA
SELL
 -
-60
- 1.08%
$2.08K - $2.56K
5.49K $258K
Aug 13, 2025 Q2 2025
Iag Wealth Partners, LLC

SELL
 -
-61
- 0.15%
$2.12K - $2.61K
41.1K $1.94M
Aug 14, 2025 Q2 2025
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-73
- 0.34%
$2.53K - $3.12K
21.4K $1.01M
Aug 07, 2025 Q2 2025
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-78
- 1.45%
$2.71K - $3.33K
5.31K $250K
Aug 11, 2025 Q2 2025
Morling Financial Advisors, LLC

SELL
 -
-89
- 0.55%
$3.09K - $3.8K
16.2K $764K
Jul 30, 2025 Q2 2025
Fsm Wealth Advisors, LLC

Cleveland, OH
SELL
 -
-96
- 1.12%
$3.33K - $4.1K
8.48K $400K
Aug 14, 2025 Q2 2025
Atomi Financial Group, Inc.

Irvine, CA
SELL
 -
-121
- 0.29%
$4.2K - $5.17K
42K $1.98M

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