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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.9K- 13.16% |
$935K - $1.15M
|
178K
$8.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-27.2K- 2.34% |
$946K - $1.16M
|
1.14M
$53.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.7K- 17.92% |
$996K - $1.23M
|
131K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.3K- 1.9% |
$1.05M - $1.29M
|
1.56M
$73.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-31.1K- 37.26% |
$1.08M - $1.33M
|
52.4K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31.1K- 61.35% |
$1.08M - $1.33M
|
19.6K
$924K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-34.9K- 79.16% |
$1.21M - $1.49M
|
9.2K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-41.6K- 21.25% |
$1.45M - $1.78M
|
154K
$7.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-45.8K- 12.76% |
$1.59M - $1.96M
|
313K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-46.3K- 42.88% |
$1.61M - $1.98M
|
61.7K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-48.5K- 13.34% |
$1.69M - $2.07M
|
315K
$14.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-51.9K- 65.89% |
$1.8M - $2.22M
|
26.9K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54.1K- 37.96% |
$1.88M - $2.31M
|
88.3K
$4.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-54.5K- 30.04% |
$1.89M - $2.33M
|
127K
$5.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-59.5K- 76.92% |
$2.07M - $2.54M
|
17.9K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-65K- 4.41% |
$2.26M - $2.78M
|
1.41M
$66.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-66.6K- 76.58% |
$2.31M - $2.85M
|
20.4K
$959K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-67.9K- 7.73% |
$2.36M - $2.9M
|
810K
$38.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68.5K- 3.94% |
$2.38M - $2.93M
|
1.67M
$78.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-87.9K- 12.51% |
$3.05M - $3.76M
|
614K
$28.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-95.5K- 3.45% |
$3.32M - $4.08M
|
2.67M
$126M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-96K- 41.73% |
$3.33M - $4.1M
|
134K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111K- 15.15% |
$3.84M - $4.73M
|
620K
$29.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-112K- 37.24% |
$3.88M - $4.77M
|
188K
$8.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-116K- 36.2% |
$4.02M - $4.94M
|
204K
$9.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-122K- 89.94% |
$4.23M - $5.21M
|
13.6K
$643K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-129K- 80.76% |
$4.48M - $5.52M
|
30.8K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-132K- 11.1% |
$4.57M - $5.63M
|
1.05M
$49.7M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-147K- 32.75% |
$5.11M - $6.29M
|
302K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-163K- 3.65% |
$5.65M - $6.96M
|
4.3M
$202M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-201K- 50.0% |
$6.97M - $8.58M
|
201K
$9.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-237K- 90.16% |
$8.24M - $10.1M
|
25.9K
$1.22M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-240K- 16.95% |
$8.33M - $10.3M
|
1.18M
$55.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-386K- 22.77% |
$13.4M - $16.5M
|
1.31M
$61.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-471K- 86.16% |
$16.3M - $20.1M
|
75.6K
$3.56M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-471K- 86.16% |
$16.3M - $20.1M
|
75.6K
$3.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-482K- 19.55% |
$16.8M - $20.6M
|
1.99M
$93.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-522K- 27.43% |
$18.1M - $22.3M
|
1.38M
$65.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-638K- 3.43% |
$22.2M - $27.3M
|
18M
$846M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11M- 18.32% |
$38.6M - $47.5M
|
4.95M
$233M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.61M- 30.17% |
$55.7M - $68.6M
|
3.72M
$175M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.22M- 94.17% |
$77.2M - $95M
|
138K
$6.48M
|