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 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.65KNew |
$162K - $199K
|
4.65K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4.52K+ 9.21% |
$157K - $193K
|
53.6K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.49K+ 5.03% |
$156K - $192K
|
93.8K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.48K+ 13.59% |
$155K - $191K
|
37.4K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.39K+ 3.69% |
$152K - $188K
|
123K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.37K+ 68.06% |
$152K - $187K
|
10.8K
$509K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.32K+ 47.41% |
$150K - $184K
|
13.4K
$632K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.25K+ 2.94% |
$148K - $182K
|
149K
$7M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.14K+ 4.2% |
$144K - $177K
|
103K
$4.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.06K+ 9.28% |
$141K - $174K
|
47.8K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.06K+ 2.27% |
$141K - $173K
|
183K
$8.62M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.97K+ 6.64% |
$138K - $170K
|
63.7K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.92K+ 5.79% |
$136K - $167K
|
71.6K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.9K+ 26.15% |
$136K - $167K
|
18.8K
$887K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.87K+ 23.74% |
$134K - $165K
|
20.2K
$949K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.8K+ 15.55% |
$132K - $162K
|
28.2K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.76K+ 6.26% |
$130K - $161K
|
63.8K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.7K+ 5.56% |
$128K - $158K
|
70.2K
$3.31M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.69KNew |
$128K - $158K
|
3.69K
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.66K+ 1.25% |
$127K - $156K
|
298K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.52K+ 3.17% |
$122K - $151K
|
115K
$5.4M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.43K+ 14.0% |
$119K - $147K
|
27.9K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.42K+ 65.75% |
$119K - $146K
|
8.61K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.41K+ 19.1% |
$118K - $146K
|
21.2K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3.41K+ 3.05% |
$118K - $146K
|
115K
$5.42M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.4K+ 1.58% |
$118K - $145K
|
219K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.38K+ 15.18% |
$117K - $144K
|
25.6K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.37K+ 2.61% |
$117K - $144K
|
133K
$6.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 37.09% |
$110K - $135K
|
11.7K
$551K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.11K+ 8.71% |
$108K - $133K
|
38.9K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.1K+ 25.8% |
$108K - $133K
|
15.1K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.08K+ 1.14% |
$107K - $131K
|
272K
$12.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.04K+ 22.05% |
$105K - $130K
|
16.8K
$792K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.95K+ 4.24% |
$102K - $126K
|
72.6K
$3.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.88K+ 2.02% |
$100K - $123K
|
145K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.87K+ 17.44% |
$99.6K - $123K
|
19.3K
$910K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.83K+ 2.98% |
$98.3K - $121K
|
97.7K
$4.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2.78K+ 116.13% |
$96.5K - $119K
|
5.17K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.76K+ 16.2% |
$95.9K - $118K
|
19.8K
$933K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.73K+ 3.35% |
$94.7K - $117K
|
84.1K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.57K+ 8.0% |
$89.4K - $110K
|
34.8K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.57K+ 318.63% |
$89.1K - $110K
|
3.37K
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.52K+ 1.59% |
$87.4K - $108K
|
161K
$7.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.51K+ 1.92% |
$87.3K - $107K
|
134K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.41K+ 13.7% |
$83.8K - $103K
|
20K
$943K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.41K+ 8.68% |
$83.6K - $103K
|
30.2K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35KNew |
$81.6K - $100K
|
2.35K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.29K+ 19.67% |
$79.3K - $97.7K
|
13.9K
$655K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.27K+ 6.67% |
$78.7K - $96.9K
|
36.3K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 7.48% |
$78.5K - $96.6K
|
32.5K
$1.53M
|