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 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
917+ 0.8% |
$31.8K - $39.2K
|
115K
$5.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
904+ 3.8% |
$31.4K - $38.6K
|
24.7K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
896+ 1.06% |
$31.1K - $38.3K
|
85.7K
$4.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
886+ 22.4% |
$30.8K - $37.9K
|
4.84K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
885New |
$30.7K - $37.8K
|
885
$41.7K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
824+ 8.58% |
$28.6K - $35.2K
|
10.4K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
815+ 2263.89% |
$28.3K - $34.8K
|
851
$40.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
811+ 10.66% |
$28.2K - $34.7K
|
8.42K
$396K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
743+ 1.95% |
$25.8K - $31.8K
|
38.8K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
741+ 3.51% |
$25.7K - $31.7K
|
21.8K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
733+ 1.27% |
$25.4K - $31.3K
|
58.4K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
683+ 1.35% |
$23.7K - $29.2K
|
51.4K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
636+ 0.25% |
$22.1K - $27.2K
|
254K
$11.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
628+ 4.0% |
$21.8K - $26.8K
|
16.3K
$768K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
609+ 6.68% |
$21.1K - $26K
|
9.72K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
604+ 0.42% |
$21K - $25.8K
|
144K
$6.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
601+ 28.71% |
$20.9K - $25.7K
|
2.69K
$127K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
588+ 0.5% |
$20.4K - $25.1K
|
117K
$5.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
588+ 5.59% |
$20.4K - $25.1K
|
11.1K
$523K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
569+ 4.79% |
$19.8K - $24.3K
|
12.4K
$586K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
562+ 5.98% |
$19.5K - $24K
|
9.95K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
562+ 8.13% |
$19.5K - $24K
|
7.48K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
559+ 4.78% |
$19.4K - $23.9K
|
12.3K
$578K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
554+ 6.1% |
$19.2K - $23.7K
|
9.64K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
540+ 42.39% |
$18.7K - $23.1K
|
1.81K
$85.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
530+ 0.47% |
$18.4K - $22.7K
|
112K
$5.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
513+ 2.44% |
$17.8K - $21.9K
|
21.6K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
501+ 1.76% |
$17.4K - $21.4K
|
28.9K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
498+ 7.84% |
$17.3K - $21.3K
|
6.85K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
497+ 4.93% |
$17.3K - $21.2K
|
10.6K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
496+ 4.5% |
$17.2K - $21.2K
|
11.5K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
483+ 4.25% |
$16.8K - $20.6K
|
11.9K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
479+ 1.62% |
$16.6K - $20.5K
|
30.1K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
471New |
$16.4K - $20.1K
|
471
$22.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
436+ 24.63% |
$15.1K - $18.6K
|
2.21K
$104K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 8.31% |
$15K - $18.5K
|
5.63K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
429New |
$14.9K - $18.3K
|
429
$20.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
417+ 1.14% |
$14.5K - $17.8K
|
37K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
410+ 0.54% |
$14.2K - $17.5K
|
75.9K
$3.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
383+ 1.71% |
$13.3K - $16.4K
|
22.8K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
356New |
$12.4K - $15.2K
|
356
$16.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
355+ 3.53% |
$12.3K - $15.2K
|
10.4K
$491K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
340+ 1.52% |
$11.8K - $14.5K
|
22.7K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
335+ 2.16% |
$11.6K - $14.3K
|
15.9K
$748K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
335New |
$11.6K - $14.3K
|
335
$15.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
324+ 0.9% |
$11.2K - $13.8K
|
36.1K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
288New |
$10K - $12.3K
|
288
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
285+ 1.07% |
$9.9K - $12.2K
|
26.9K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
281+ 374.67% |
$9.76K - $12K
|
356
$16.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
264+ 0.09% |
$9.17K - $11.3K
|
279K
$13.1M
|