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 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
335+ 2.16% |
$11.6K - $14.3K
|
15.9K
$748K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$491K - $604K
|
14.1K
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.31K- 4.11% |
$150K - $184K
|
101K
$4.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-20.7K- 3.64% |
$718K - $884K
|
548K
$25.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
235+ 1.29% |
$8.16K - $10K
|
18.4K
$867K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11K+ 188.1% |
$382K - $471K
|
16.9K
$795K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
21.9K+ 233.79% |
$760K - $935K
|
31.2K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
53.7K+ 405.31% |
$1.86M - $2.29M
|
66.9K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 33.89% |
$370K - $455K
|
42.1K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 8.56% |
$370K - $455K
|
135K
$6.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
122K+ 1.85% |
$4.22M - $5.2M
|
6.69M
$315M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.15KNew |
$39.8K - $48.9K
|
1.15K
$53.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3.15K- 14.54% |
$109K - $134K
|
18.5K
$871K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.73K+ 2.59% |
$164K - $202K
|
187K
$8.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
601+ 28.71% |
$20.9K - $25.7K
|
2.69K
$127K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.89KNew |
$170K - $209K
|
4.89K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
628+ 4.0% |
$21.8K - $26.8K
|
16.3K
$768K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.1K+ 16.04% |
$2.05M - $2.52M
|
427K
$20.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.06K+ 9.28% |
$141K - $174K
|
47.8K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-917- 20.73% |
$31.8K - $39.2K
|
3.51K
$165K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.78KNew |
$305K - $375K
|
8.78K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 17.23% |
$42.7K - $52.5K
|
5.9K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
69+ 0.49% |
$2.4K - $2.95K
|
14.1K
$663K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-26.1K- 12.62% |
$907K - $1.12M
|
181K
$8.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.57K- 3.04% |
$159K - $195K
|
146K
$6.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
119+ 0.74% |
$4.13K - $5.09K
|
16.1K
$758K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9.89K- 13.71% |
$343K - $423K
|
62.2K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-26.9K- 37.0% |
$934K - $1.15M
|
45.8K
$2.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-8- 0.04% |
$278 - $342
|
22.3K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.5K+ 107.67% |
$536K - $660K
|
29.8K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.85K+ 3.24% |
$203K - $250K
|
186K
$8.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-23.9K- 24.39% |
$830K - $1.02M
|
74.1K
$3.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.7K- 21.63% |
$717K - $883K
|
74.8K
$3.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-218- 0.96% |
$7.57K - $9.32K
|
22.4K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
957+ 60.84% |
$33.2K - $40.9K
|
2.53K
$119K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
113New |
$3.92K - $4.83K
|
113
$5.32K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
113New |
$3.92K - $4.83K
|
113
$5.32K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-11K- 21.78% |
$381K - $469K
|
39.4K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
340K+ 1775.46% |
$11.8M - $14.5M
|
359K
$16.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
390K+ 134.27% |
$13.5M - $16.7M
|
680K
$32.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-253- 1.53% |
$8.78K - $10.8K
|
16.3K
$769K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11M- 18.32% |
$38.6M - $47.5M
|
4.95M
$233M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26+ 2.84% |
$903 - $1.11K
|
943
$44.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01K+ 23.67% |
$69.9K - $86K
|
10.5K
$495K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-45.8K- 12.76% |
$1.59M - $1.96M
|
313K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
188+ 18.95% |
$6.53K - $8.04K
|
1.18K
$55.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
181K+ 101.18% |
$6.27M - $7.72M
|
359K
$16.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-895- 9.37% |
$31.1K - $38.3K
|
8.66K
$408K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9K+ 329.41% |
$901K - $1.11M
|
33.8K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-9.42K- 9.27% |
$327K - $403K
|
92.2K
$4.34M
|