Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-11.2K- 27.06% |
$387K - $477K
|
30.1K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.13K+ 1.37% |
$74K - $91K
|
157K
$6.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.25K+ 2.94% |
$148K - $182K
|
149K
$6.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
86+ 1.96% |
$2.99K - $3.68K
|
4.47K
$191K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 14.18% |
$231K - $284K
|
40.3K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-340- 2.24% |
$11.8K - $14.5K
|
14.9K
$636K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-994- 4.83% |
$34.5K - $42.5K
|
19.6K
$837K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.38K- 10.02% |
$187K - $230K
|
48.3K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
18.5K+ 252.9% |
$643K - $791K
|
25.8K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2- 0.01% |
$69.4 - $85.5
|
18.2K
$777K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.9K- 1.81% |
$553K - $680K
|
864K
$36.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.84K- 1.99% |
$98.6K - $121K
|
140K
$5.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-54.5K- 30.04% |
$1.89M - $2.33M
|
127K
$5.43M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.52KNew |
$226K - $279K
|
6.52K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
23K+ 14.25% |
$800K - $984K
|
185K
$7.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.69% |
$42.3K - $52K
|
73.1K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$1.09M - $1.35M
|
31.5K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.13K- 11.5% |
$39.2K - $48.3K
|
8.69K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.76KNew |
$165K - $203K
|
4.76K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.3K+ 8.75% |
$45.1K - $55.6K
|
16.2K
$691K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.02K- 3.53% |
$139K - $172K
|
110K
$4.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
501+ 1.76% |
$17.4K - $21.4K
|
28.9K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
5.15KNew |
$179K - $220K
|
5.15K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
513+ 2.44% |
$17.8K - $21.9K
|
21.6K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.56K- 20.06% |
$54.3K - $66.8K
|
6.23K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.79K- 2.47% |
$131K - $162K
|
149K
$6.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
144+ 0.04% |
$5K - $6.15K
|
405K
$17.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 37.09% |
$110K - $135K
|
11.7K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.2K+ 2.64% |
$388K - $478K
|
435K
$18.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.25K- 5.34% |
$78.1K - $96.2K
|
39.9K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47.4K+ 509.78% |
$1.64M - $2.02M
|
56.6K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-122- 0.96% |
$4.24K - $5.21K
|
12.5K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3.41K+ 3.05% |
$118K - $146K
|
115K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$174 - $214
|
31.2K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.01K- 7.62% |
$35.1K - $43.2K
|
12.3K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
13.5K+ 25.47% |
$469K - $577K
|
66.5K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.99K+ 84.71% |
$347K - $427K
|
21.8K
$931K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56+ 0.37% |
$1.94K - $2.39K
|
15.1K
$644K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.29K+ 5.23% |
$218K - $269K
|
127K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-41.6K- 21.25% |
$1.45M - $1.78M
|
154K
$6.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
263+ 3.79% |
$9.13K - $11.2K
|
7.2K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 19.14% |
$60.3K - $74.3K
|
10.8K
$463K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
530+ 0.47% |
$18.4K - $22.7K
|
112K
$4.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6K+ 1216.65% |
$852K - $1.05M
|
26.6K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
129+ 0.88% |
$4.48K - $5.51K
|
14.8K
$634K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.69KNew |
$163K - $200K
|
4.69K
$201K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
929New |
$32.3K - $39.7K
|
929
$39.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.01% |
$104 - $128
|
20.2K
$864K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.55K+ 2.76% |
$54K - $66.4K
|
58K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
96.2KNew |
$3.34M - $4.11M
|
96.2K
$4.11M
|