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 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
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
609+ 6.68% |
$21.1K - $26K
|
9.72K
$458K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-201- 56.3% |
$6.98K - $8.59K
|
156
$7.35K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-173- 5.64% |
$6.01K - $7.39K
|
2.9K
$136K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-122K- 89.94% |
$4.23M - $5.21M
|
13.6K
$643K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-482K- 19.55% |
$16.8M - $20.6M
|
1.99M
$93.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
324+ 0.9% |
$11.2K - $13.8K
|
36.1K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.38K+ 7.92% |
$187K - $230K
|
73.4K
$3.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.6K+ 30.34% |
$576K - $709K
|
71.2K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
53KNew |
$1.84M - $2.27M
|
53K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
47.1K+ 193.77% |
$1.63M - $2.01M
|
71.4K
$3.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.52K- 4.63% |
$52.8K - $65K
|
31.3K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 14.47% |
$382K - $470K
|
87K
$4.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-207- 0.69% |
$7.19K - $8.85K
|
29.8K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13.5K- 1.33% |
$468K - $576K
|
997K
$47M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
24.8KNew |
$859K - $1.06M
|
24.8K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-237- 0.81% |
$8.23K - $10.1K
|
28.9K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
479+ 1.62% |
$16.6K - $20.5K
|
30.1K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
22.3K+ 32.64% |
$773K - $952K
|
90.5K
$4.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-960- 8.03% |
$33.3K - $41K
|
11K
$518K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21.4K- 26.24% |
$743K - $914K
|
60.2K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109K+ 21.79% |
$3.78M - $4.65M
|
608K
$28.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
50+ 0.1% |
$1.74K - $2.14K
|
52.4K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.2KNew |
$527K - $649K
|
15.2K
$716K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.22K- 43.88% |
$147K - $180K
|
5.4K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
815+ 2263.89% |
$28.3K - $34.8K
|
851
$40.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
27.2K+ 15.69% |
$946K - $1.16M
|
201K
$9.46M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-135- 2.48% |
$4.69K - $5.77K
|
5.31K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-170- 1.53% |
$5.9K - $7.27K
|
10.9K
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.03K+ 1.21% |
$70.4K - $86.7K
|
170K
$7.99M
|