Purchases and Sales Made in Q2 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-487- 0.84% |
$16.9K - $20.8K
|
57.6K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-496- 2.57% |
$17.2K - $21.2K
|
18.8K
$887K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-496- 0.08% |
$17.2K - $21.2K
|
585K
$27.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-578- 0.98% |
$20.1K - $24.7K
|
58.3K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-599- 1.8% |
$20.8K - $25.6K
|
32.7K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-607- 0.61% |
$21.1K - $25.9K
|
98.7K
$4.65M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-617- 3.8% |
$21.4K - $26.4K
|
15.6K
$735K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-647- 0.4% |
$22.5K - $27.7K
|
161K
$7.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-692- 3.83% |
$24K - $29.6K
|
17.4K
$819K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-708- 4.84% |
$24.6K - $30.3K
|
13.9K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-721- 0.55% |
$25K - $30.8K
|
129K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-725- 7.96% |
$25.2K - $31K
|
8.39K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-753- 3.52% |
$26.1K - $32.2K
|
20.6K
$972K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-756- 0.56% |
$26.2K - $32.3K
|
133K
$6.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-758- 1.5% |
$26.3K - $32.4K
|
49.6K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-765- 8.99% |
$26.6K - $32.7K
|
7.75K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-787- 0.88% |
$27.3K - $33.6K
|
89.1K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-809- 4.01% |
$28.1K - $34.6K
|
19.4K
$913K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-841- 1.29% |
$29.2K - $35.9K
|
64.3K
$3.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-844- 11.41% |
$29.3K - $36.1K
|
6.56K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-848- 7.36% |
$29.4K - $36.2K
|
10.7K
$503K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-865- 1.15% |
$30K - $37K
|
74K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-895- 9.37% |
$31.1K - $38.3K
|
8.66K
$408K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-917- 20.73% |
$31.8K - $39.2K
|
3.51K
$165K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-953- 5.27% |
$33.1K - $40.7K
|
17.1K
$807K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-960- 8.03% |
$33.3K - $41K
|
11K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-970- 1.4% |
$33.7K - $41.5K
|
68.2K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-994- 4.83% |
$34.5K - $42.5K
|
19.6K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.01K- 7.62% |
$35.1K - $43.2K
|
12.3K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.06K- 2.45% |
$36.7K - $45.2K
|
42.1K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.07K- 3.42% |
$37K - $45.6K
|
30.1K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 0.83% |
$38.9K - $47.9K
|
133K
$6.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.13K- 11.5% |
$39.2K - $48.3K
|
8.69K
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 4.01% |
$39.2K - $48.3K
|
27.1K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 5.92% |
$40K - $49.3K
|
18.3K
$863K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 20.23% |
$40.2K - $49.5K
|
4.57K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.19K- 2.35% |
$41.5K - $51K
|
49.5K
$2.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.21K- 2.09% |
$42.1K - $51.8K
|
56.6K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-1.21K- 1.98% |
$42.2K - $51.9K
|
60.2K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.22K- 2.09% |
$42.5K - $52.3K
|
57.5K
$2.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 17.23% |
$42.7K - $52.5K
|
5.9K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.24K- 2.34% |
$42.9K - $52.8K
|
51.7K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.25K- 11.95% |
$43.2K - $53.2K
|
9.18K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.25K- 9.34% |
$43.5K - $53.6K
|
12.2K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.27K- 13.82% |
$44.2K - $54.5K
|
7.95K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.3K- 3.65% |
$45.1K - $55.5K
|
34.3K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 0.8% |
$45.2K - $55.6K
|
161K
$7.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.39K- 2.97% |
$48.2K - $59.3K
|
45.4K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.4K- 3.4% |
$48.7K - $59.9K
|
39.8K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.44K- 5.41% |
$50.1K - $61.7K
|
25.2K
$1.19M
|