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 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6.28K+ 5.07% |
$218K - $269K
|
130K
$6.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
554+ 6.1% |
$19.2K - $23.7K
|
9.64K
$454K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.07K- 3.42% |
$37K - $45.6K
|
30.1K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
588+ 0.5% |
$20.4K - $25.1K
|
117K
$5.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.25K+ 21.22% |
$182K - $224K
|
30K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
562+ 8.13% |
$19.5K - $24K
|
7.48K
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-607- 0.61% |
$21.1K - $25.9K
|
98.7K
$4.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25+ 0.27% |
$868 - $1.07K
|
9.4K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-480- 7.84% |
$16.7K - $20.5K
|
5.64K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-10.2K- 5.69% |
$355K - $437K
|
169K
$7.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-1.87K- 2.01% |
$65.1K - $80.1K
|
91.4K
$4.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.39K- 2.97% |
$48.2K - $59.3K
|
45.4K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.06K+ 5.78% |
$36.8K - $45.3K
|
19.4K
$914K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$674K - $829K
|
19.4K
$914K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-51.9K- 65.89% |
$1.8M - $2.22M
|
26.9K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-172- 0.05% |
$5.97K - $7.35K
|
347K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.09K- 8.74% |
$177K - $217K
|
53.1K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-249- 2.38% |
$8.65K - $10.6K
|
10.2K
$481K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.16K+ 5.03% |
$40.3K - $49.6K
|
24.3K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
74.8K+ 12.19% |
$2.6M - $3.2M
|
688K
$32.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.2KNew |
$945K - $1.16M
|
27.2K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-443- 1.78% |
$15.4K - $18.9K
|
24.4K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-12.8K- 38.69% |
$446K - $549K
|
20.4K
$959K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
36.1K+ 71.39% |
$1.25M - $1.54M
|
86.7K
$4.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.23K- 6.01% |
$112K - $138K
|
50.5K
$2.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.49K+ 1.09% |
$295K - $363K
|
783K
$36.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
35.2K+ 5.61% |
$1.22M - $1.5M
|
662K
$31.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-240- 84.81% |
$8.33K - $10.3K
|
43
$2.03K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 6.67% |
$358K - $440K
|
144K
$6.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.49% |
$139 - $171
|
272
$12.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-28- 0.15% |
$972 - $1.2K
|
19.2K
$903K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-5.11K- 10.78% |
$178K - $219K
|
42.3K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$172K - $211K
|
4.94K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.9K- 13.16% |
$935K - $1.15M
|
178K
$8.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.79K+ 6.44% |
$62K - $76.4K
|
29.5K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.11KNew |
$177K - $218K
|
5.11K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 20.23% |
$40.2K - $49.5K
|
4.57K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.46K+ 16.88% |
$50.5K - $62.2K
|
10.1K
$475K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-753- 3.52% |
$26.1K - $32.2K
|
20.6K
$972K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-206- 1.21% |
$7.15K - $8.8K
|
16.8K
$790K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$170K - $209K
|
4.89K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.35K- 47.15% |
$151K - $186K
|
4.88K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
340+ 1.52% |
$11.8K - $14.5K
|
22.7K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.99K+ 2.42% |
$69.1K - $85.1K
|
84.2K
$3.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
121K+ 81.56% |
$4.19M - $5.16M
|
269K
$12.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
108+ 1.38% |
$3.75K - $4.62K
|
7.93K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.72% |
$34.7 - $42.7
|
59
$2.78K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.37K- 0.51% |
$152K - $187K
|
858K
$40.4M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
95.2K+ 70.87% |
$3.31M - $4.07M
|
230K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.51K+ 80.15% |
$226K - $278K
|
14.6K
$689K
|