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 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
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.8K+ 15.55% |
$132K - $162K
|
28.2K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
904+ 3.8% |
$31.4K - $38.6K
|
24.7K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
996K+ 686.16% |
$34.6M - $42.6M
|
1.14M
$53.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.13K- 3.2% |
$143K - $176K
|
125K
$5.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
562+ 5.98% |
$19.5K - $24K
|
9.95K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
224+ 2.02% |
$7.78K - $9.57K
|
11.3K
$534K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.83K+ 2.98% |
$98.3K - $121K
|
97.7K
$4.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
410+ 0.54% |
$14.2K - $17.5K
|
75.9K
$3.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
74+ 0.62% |
$2.57K - $3.16K
|
12.1K
$569K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-479- 0.8% |
$16.6K - $20.5K
|
59.5K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 0.19% |
$590 - $727
|
8.75K
$412K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-46.3K- 42.88% |
$1.61M - $1.98M
|
61.7K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-462- 3.8% |
$16K - $19.7K
|
11.7K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.14K+ 4.2% |
$144K - $177K
|
103K
$4.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.3K+ 11.34% |
$844K - $1.04M
|
239K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.42K+ 65.75% |
$119K - $146K
|
8.61K
$406K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2.78K+ 116.13% |
$96.5K - $119K
|
5.17K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
335New |
$11.6K - $14.3K
|
335
$15.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.12KNew |
$73.7K - $90.8K
|
2.12K
$100K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
68K+ 34.59% |
$2.36M - $2.91M
|
265K
$12.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-522K- 27.43% |
$18.1M - $22.3M
|
1.38M
$65.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.85K- 20.17% |
$238K - $293K
|
27.1K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149K+ 30.83% |
$5.16M - $6.35M
|
630K
$29.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-145- 0.88% |
$5.03K - $6.2K
|
16.4K
$773K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.42K+ 10.93% |
$49.4K - $60.9K
|
14.5K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.25K+ 8.18% |
$182K - $224K
|
69.4K
$3.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-96K- 41.73% |
$3.33M - $4.1M
|
134K
$6.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
178+ 0.13% |
$6.18K - $7.61K
|
133K
$6.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.04K+ 22.05% |
$105K - $130K
|
16.8K
$792K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15K+ 2.56% |
$520K - $640K
|
601K
$28.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-4.64K- 5.82% |
$161K - $198K
|
75K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
60+ 0.87% |
$2.08K - $2.56K
|
6.98K
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
824+ 8.58% |
$28.6K - $35.2K
|
10.4K
$491K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.66K- 5.12% |
$57.6K - $70.9K
|
30.8K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-380- 3.57% |
$13.2K - $16.2K
|
10.3K
$484K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.73K- 2.18% |
$199K - $245K
|
257K
$12.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.33K- 27.34% |
$80.7K - $99.4K
|
6.18K
$291K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-237K- 90.16% |
$8.24M - $10.1M
|
25.9K
$1.22M
|