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 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.71K- 24.67% |
$59.2K - $72.9K
|
5.21K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.15% |
$104 - $128
|
264
$11.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
71+ 43.03% |
$2.47K - $3.03K
|
236
$10.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-116K- 36.2% |
$4.02M - $4.94M
|
204K
$8.72M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-48.5K- 13.34% |
$1.69M - $2.07M
|
315K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.84K- 38.97% |
$168K - $207K
|
7.58K
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.49K+ 3.17% |
$51.8K - $63.7K
|
48.6K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
741+ 3.51% |
$25.7K - $31.7K
|
21.8K
$934K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.7KNew |
$961K - $1.18M
|
27.7K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
49.7K+ 29.94% |
$1.72M - $2.12M
|
216K
$9.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.73KNew |
$164K - $202K
|
4.73K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-59.5K- 76.92% |
$2.07M - $2.54M
|
17.9K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54.1K- 37.96% |
$1.88M - $2.31M
|
88.3K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-213- 0.83% |
$7.4K - $9.1K
|
25.4K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
497+ 4.93% |
$17.3K - $21.2K
|
10.6K
$453K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.87K- 26.23% |
$64.8K - $79.8K
|
5.25K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.65K- 9.73% |
$161K - $199K
|
43.1K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
733+ 1.27% |
$25.4K - $31.3K
|
58.4K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 2.19% |
$52.5K - $64.6K
|
70.6K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
7.5K+ 50.15% |
$260K - $321K
|
22.5K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
32.6K+ 568.96% |
$1.13M - $1.39M
|
38.3K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.62K+ 40.3% |
$264K - $326K
|
26.5K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.3K- 3.65% |
$45.1K - $55.5K
|
34.3K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.7K- 31.48% |
$93.6K - $115K
|
5.87K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-721- 0.55% |
$25K - $30.8K
|
129K
$5.52M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.4K+ 5.91% |
$1.19M - $1.47M
|
616K
$26.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-848- 7.36% |
$29.4K - $36.2K
|
10.7K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
236+ 3.12% |
$8.19K - $10.1K
|
7.81K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-280- 4.6% |
$9.72K - $12K
|
5.81K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.69K+ 12.35% |
$163K - $200K
|
42.6K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-146- 1.8% |
$5.07K - $6.24K
|
7.97K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.35K+ 6.26% |
$46.9K - $57.7K
|
22.9K
$981K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
14+ 0.09% |
$486 - $598
|
16.2K
$694K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.57K+ 8.0% |
$89.4K - $110K
|
34.8K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
119K+ 25.84% |
$4.15M - $5.11M
|
582K
$24.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.79K- 1.71% |
$96.8K - $119K
|
160K
$6.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.66K+ 1.25% |
$127K - $156K
|
298K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-647- 0.4% |
$22.5K - $27.7K
|
161K
$6.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 4.01% |
$39.2K - $48.3K
|
27.1K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.57K+ 2.35% |
$54.5K - $67.1K
|
68.2K
$2.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.38K+ 11.96% |
$47.9K - $58.9K
|
12.9K
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
17.8K+ 52.5% |
$617K - $759K
|
51.6K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-496- 2.57% |
$17.2K - $21.2K
|
18.8K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.75K- 16.65% |
$95.4K - $117K
|
13.8K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.87K+ 23.74% |
$134K - $165K
|
20.2K
$862K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$243K - $299K
|
7.01K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29.3K+ 117.59% |
$1.02M - $1.25M
|
54.2K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-454- 1.35% |
$15.8K - $19.4K
|
33.2K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.6K- 0.94% |
$160K - $197K
|
486K
$20.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-134- 0.28% |
$4.65K - $5.73K
|
47.1K
$2.01M
|