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 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
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.44K- 5.41% |
$50.1K - $61.7K
|
25.2K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.47K- 1.06% |
$190K - $234K
|
512K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 0.8% |
$45.2K - $55.6K
|
161K
$7.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.93K- 14.38% |
$136K - $168K
|
23.4K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.1K+ 25.8% |
$108K - $133K
|
15.1K
$713K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-269- 5.11% |
$9.34K - $11.5K
|
5K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
588+ 5.59% |
$20.4K - $25.1K
|
11.1K
$523K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-865- 1.15% |
$30K - $37K
|
74K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
208+ 1.11% |
$7.22K - $8.89K
|
18.9K
$890K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.54K+ 5.34% |
$192K - $237K
|
109K
$5.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.46K- 6.93% |
$120K - $148K
|
46.5K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 0.23% |
$174 - $214
|
2.14K
$101K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.52K+ 3.17% |
$122K - $151K
|
115K
$5.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
120K+ 1673.03% |
$4.18M - $5.14M
|
128K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-112K- 37.24% |
$3.88M - $4.77M
|
188K
$8.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
281K+ 363.8% |
$9.75M - $12M
|
358K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.3KNew |
$495K - $609K
|
14.3K
$672K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-43- 2.34% |
$1.49K - $1.84K
|
1.8K
$84.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12K+ 3.32% |
$415K - $511K
|
373K
$17.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.14K+ 1.49% |
$39.6K - $48.7K
|
77.5K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.65K- 1.1% |
$266K - $327K
|
688K
$32.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-441- 2.13% |
$15.3K - $18.8K
|
20.3K
$955K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31.1K- 61.35% |
$1.08M - $1.33M
|
19.6K
$924K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.78KNew |
$201K - $247K
|
5.78K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
28+ 0.44% |
$972 - $1.2K
|
6.34K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
540+ 42.39% |
$18.7K - $23.1K
|
1.81K
$85.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1- 0.21% |
$34.7 - $42.7
|
483
$22.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.57K- 5.75% |
$124K - $153K
|
58.5K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.14K+ 14.4% |
$39.6K - $48.7K
|
9.06K
$427K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
120+ 1.07% |
$4.17K - $5.13K
|
11.4K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.01K- 22.79% |
$69.8K - $85.9K
|
6.81K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.69% |
$34.7 - $42.7
|
60
$2.83K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35KNew |
$81.6K - $100K
|
2.35K
$111K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3K- 25.88% |
$104K - $128K
|
8.59K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4.52K+ 9.21% |
$157K - $193K
|
53.6K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.14K+ 0.74% |
$39.6K - $48.8K
|
154K
$7.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.26K+ 3.24% |
$43.6K - $53.7K
|
40K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.91K+ 10.15% |
$309K - $381K
|
96.7K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.18KNew |
$215K - $264K
|
6.18K
$291K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
288New |
$10K - $12.3K
|
288
$13.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.9K+ 3.94% |
$205K - $252K
|
156K
$7.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
264+ 0.09% |
$9.17K - $11.3K
|
279K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.9KNew |
$274K - $338K
|
7.9K
$372K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
205+ 0.95% |
$7.12K - $8.76K
|
21.8K
$1.03M
|