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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.87K- 8.55% |
$169K - $208K
|
52.1K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.09K- 8.74% |
$177K - $217K
|
53.1K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-5.11K- 10.78% |
$178K - $219K
|
42.3K
$1.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.38K- 10.02% |
$187K - $230K
|
48.3K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.47K- 1.06% |
$190K - $234K
|
512K
$24.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.73K- 2.18% |
$199K - $245K
|
257K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.75K- 6.37% |
$200K - $246K
|
84.5K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.97K- 16.11% |
$207K - $255K
|
31.1K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 7.29% |
$216K - $266K
|
79.2K
$3.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-6.4K- 19.51% |
$222K - $273K
|
26.4K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 14.18% |
$231K - $284K
|
40.3K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 4.21% |
$234K - $288K
|
153K
$7.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-6.76K- 25.79% |
$235K - $289K
|
19.4K
$916K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.85K- 20.17% |
$238K - $293K
|
27.1K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-6.86K- 38.95% |
$238K - $293K
|
10.7K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.65K- 1.1% |
$266K - $327K
|
688K
$32.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.94K- 1.04% |
$276K - $339K
|
757K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-8K- 50.08% |
$278K - $342K
|
7.98K
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.08K- 30.67% |
$315K - $388K
|
20.5K
$967K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-9.42K- 9.27% |
$327K - $403K
|
92.2K
$4.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9.89K- 13.71% |
$343K - $423K
|
62.2K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-10.2K- 5.69% |
$355K - $437K
|
169K
$7.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 6.67% |
$358K - $440K
|
144K
$6.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.3K- 15.07% |
$358K - $441K
|
58.1K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-11K- 21.78% |
$381K - $469K
|
39.4K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-11.2K- 27.06% |
$387K - $477K
|
30.1K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.3K- 7.53% |
$394K - $485K
|
139K
$6.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11.6K- 27.98% |
$404K - $497K
|
29.9K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.2K- 66.99% |
$423K - $521K
|
6.01K
$283K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.3K- 17.66% |
$426K - $525K
|
57.3K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 31.15% |
$428K - $527K
|
27.3K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-12.8K- 38.69% |
$446K - $549K
|
20.4K
$959K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13.5K- 1.33% |
$468K - $576K
|
997K
$47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.9K- 1.81% |
$553K - $680K
|
864K
$40.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-16K- 13.68% |
$556K - $684K
|
101K
$4.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.1K- 5.02% |
$592K - $729K
|
323K
$15.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-17.3K- 91.64% |
$600K - $739K
|
1.58K
$74.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-17.8K- 31.72% |
$617K - $760K
|
38.3K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-18K- 77.84% |
$627K - $771K
|
5.14K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-19.5K- 26.2% |
$677K - $834K
|
55K
$2.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.7K- 21.63% |
$717K - $883K
|
74.8K
$3.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-20.7K- 3.64% |
$718K - $884K
|
548K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-21K- 31.24% |
$730K - $899K
|
46.3K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21.4K- 26.24% |
$743K - $914K
|
60.2K
$2.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22K- 20.4% |
$763K - $940K
|
85.8K
$4.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-23.9K- 24.39% |
$830K - $1.02M
|
74.1K
$3.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25.2K- 70.93% |
$874K - $1.08M
|
10.3K
$486K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-26.1K- 12.62% |
$907K - $1.12M
|
181K
$8.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-26.2K- 14.12% |
$910K - $1.12M
|
159K
$7.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-26.9K- 37.0% |
$934K - $1.15M
|
45.8K
$2.16M
|