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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12- 0.01% |
$417 - $513
|
89.1K
$3.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
117+ 0.49% |
$4.06K - $5K
|
23.9K
$1.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
34.5K+ 10.75% |
$1.2M - $1.48M
|
356K
$15.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.8K+ 10.69% |
$1M - $1.23M
|
299K
$13.1M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-147K- 32.75% |
$5.11M - $6.29M
|
302K
$13.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 6.27% |
$11.1M - $13.7M
|
5.43M
$238M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
131K+ 15.36% |
$4.56M - $5.61M
|
985K
$43.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
199K+ 98.21% |
$6.9M - $8.5M
|
401K
$17.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.63K+ 104.56% |
$56.5K - $69.6K
|
3.19K
$139K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
32+ 0.36% |
$1.11K - $1.37K
|
8.84K
$387K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
436+ 24.63% |
$15.1K - $18.6K
|
2.21K
$96.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-578- 0.98% |
$20.1K - $24.7K
|
58.3K
$2.55M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
9New |
$312 - $385
|
9
$394
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.58KNew |
$263K - $324K
|
7.58K
$332K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
7.8K+ 3.45% |
$271K - $334K
|
234K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.65KNew |
$162K - $199K
|
4.65K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
16KNew |
$556K - $685K
|
16K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.61M- 30.17% |
$55.7M - $68.6M
|
3.72M
$163M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.5KNew |
$921K - $1.13M
|
26.5K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.2K- 66.99% |
$423K - $521K
|
6.01K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
435KNew |
$15.1M - $18.6M
|
435K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.3K- 1.9% |
$1.05M - $1.29M
|
1.56M
$68.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.3KNew |
$184K - $227K
|
5.3K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 3.94% |
$211K - $260K
|
160K
$7.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
498+ 7.84% |
$17.3K - $21.3K
|
6.85K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-386K- 22.77% |
$13.4M - $16.5M
|
1.31M
$57.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.15K+ 11.78% |
$74.6K - $91.9K
|
20.4K
$893K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.06K+ 2.27% |
$141K - $173K
|
183K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.29K+ 19.67% |
$79.3K - $97.7K
|
13.9K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111K- 15.15% |
$3.84M - $4.73M
|
620K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.8K+ 8.02% |
$1.66M - $2.04M
|
643K
$28.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.47KNew |
$259K - $319K
|
7.47K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
285+ 1.07% |
$9.9K - $12.2K
|
26.9K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
107K+ 15.77% |
$3.72M - $4.58M
|
786K
$34.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
471New |
$16.4K - $20.1K
|
471
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.37K+ 68.06% |
$152K - $187K
|
10.8K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
253+ 0.28% |
$8.78K - $10.8K
|
90.6K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
240New |
$8.33K - $10.3K
|
240
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.58K- 0.2% |
$124K - $153K
|
1.81M
$79.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.3KNew |
$184K - $226K
|
5.3K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.86K+ 0.98% |
$64.6K - $79.5K
|
193K
$8.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.48K+ 19.82% |
$294K - $362K
|
51.2K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
28New |
$972 - $1.2K
|
28
$1.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.2KNew |
$215K - $265K
|
6.2K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
17.3K+ 243.48% |
$600K - $738K
|
24.4K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-437- 8.22% |
$15.2K - $18.7K
|
4.88K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.1K+ 46.83% |
$2.19M - $2.7M
|
198K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.02% |
$69.4 - $85.5
|
9.82K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.05K- 29.81% |
$71K - $87.4K
|
4.82K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17.8K+ 23.05% |
$618K - $761K
|
95K
$4.16M
|