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 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.48KNew |
$190K - $234K
|
5.48K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-758- 1.5% |
$26.3K - $32.4K
|
49.6K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.78K- 17.07% |
$96.4K - $119K
|
13.5K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 4.21% |
$234K - $288K
|
153K
$6.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
355+ 3.53% |
$12.3K - $15.2K
|
10.4K
$446K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.54K+ 3.93% |
$53.6K - $65.9K
|
40.8K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.95K+ 4.24% |
$102K - $126K
|
72.6K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84.4K+ 65.54% |
$2.93M - $3.61M
|
213K
$9.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-87.9K- 12.51% |
$3.05M - $3.76M
|
614K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 1.42% |
$2.29K - $2.82K
|
4.72K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.08K- 30.67% |
$315K - $388K
|
20.5K
$878K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$163K - $201K
|
4.7K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 8.31% |
$15K - $18.5K
|
5.63K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
72K+ 78.27% |
$2.5M - $3.08M
|
164K
$7.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.1K+ 29.57% |
$350K - $431K
|
44.2K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-17- 0.12% |
$590 - $727
|
14.5K
$618K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
77+ 0.46% |
$2.67K - $3.29K
|
16.9K
$723K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-167- 2.78% |
$5.8K - $7.14K
|
5.85K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-16K- 13.68% |
$556K - $684K
|
101K
$4.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$8.68K - $10.7K
|
250
$10.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
36.6K+ 8.59% |
$1.27M - $1.57M
|
463K
$19.8M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-210- 2.54% |
$7.29K - $8.98K
|
8.06K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.65K+ 3.12% |
$57.3K - $70.5K
|
54.5K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
73+ 0.67% |
$2.53K - $3.12K
|
10.9K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.3K+ 3.13% |
$600K - $739K
|
569K
$24.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-278- 0.79% |
$9.65K - $11.9K
|
35.1K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20.9K+ 15.1% |
$727K - $895K
|
160K
$6.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38.5KNew |
$1.34M - $1.65M
|
38.5K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-11.2K- 27.06% |
$387K - $477K
|
30.1K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.13K+ 1.37% |
$74K - $91K
|
157K
$6.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.25K+ 2.94% |
$148K - $182K
|
149K
$6.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
86+ 1.96% |
$2.99K - $3.68K
|
4.47K
$191K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 14.18% |
$231K - $284K
|
40.3K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-340- 2.24% |
$11.8K - $14.5K
|
14.9K
$636K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-994- 4.83% |
$34.5K - $42.5K
|
19.6K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 1.2% |
$278 - $342
|
673
$28.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
37.3K+ 521.57% |
$1.29M - $1.59M
|
44.4K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.64K+ 16.49% |
$56.8K - $70K
|
11.6K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.38K- 10.02% |
$187K - $230K
|
48.3K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
18.5K+ 252.9% |
$643K - $791K
|
25.8K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2- 0.01% |
$69.4 - $85.5
|
18.2K
$777K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.9K- 1.81% |
$553K - $680K
|
864K
$36.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.84K- 1.99% |
$98.6K - $121K
|
140K
$5.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-54.5K- 30.04% |
$1.89M - $2.33M
|
127K
$5.43M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.52KNew |
$226K - $279K
|
6.52K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
23K+ 14.25% |
$800K - $984K
|
185K
$7.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.69% |
$42.3K - $52K
|
73.1K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$1.09M - $1.35M
|
31.5K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.13K- 11.5% |
$39.2K - $48.3K
|
8.69K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.76KNew |
$165K - $203K
|
4.76K
$203K
|