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 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 2.82% |
$55.8K - $68.7K
|
58.7K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-215- 13.62% |
$7.46K - $9.19K
|
1.36K
$64.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.08K+ 1.14% |
$107K - $131K
|
272K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.13% |
$382 - $470
|
8.7K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
356New |
$12.4K - $15.2K
|
356
$16.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-8K- 50.08% |
$278K - $342K
|
7.98K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 7.48% |
$78.5K - $96.6K
|
32.5K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-2.95K- 1.89% |
$102K - $126K
|
153K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-6.86K- 38.95% |
$238K - $293K
|
10.7K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.87K+ 17.44% |
$99.6K - $123K
|
19.3K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.25K- 11.95% |
$43.2K - $53.2K
|
9.18K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
281+ 374.67% |
$9.76K - $12K
|
356
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106K+ 3.24% |
$3.69M - $4.54M
|
3.38M
$159M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
9.3KNew |
$323K - $398K
|
9.3K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-809- 4.01% |
$28.1K - $34.6K
|
19.4K
$913K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.95K- 4.48% |
$67.8K - $83.5K
|
41.6K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.21KNew |
$250K - $308K
|
7.21K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10.9K+ 9.3% |
$378K - $465K
|
128K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40.7K+ 26.94% |
$1.41M - $1.74M
|
192K
$9.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
20.4K+ 42.38% |
$708K - $871K
|
68.5K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.52K+ 1.59% |
$87.4K - $108K
|
161K
$7.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.76K+ 6.26% |
$130K - $161K
|
63.8K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
135K+ 60.07% |
$4.67M - $5.75M
|
358K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.87K+ 2.88% |
$65.1K - $80.1K
|
67K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
12.8K+ 12.59% |
$444K - $546K
|
114K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
159K+ 130.48% |
$5.51M - $6.79M
|
280K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
682KNew |
$23.7M - $29.1M
|
682K
$32.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.41K+ 19.1% |
$118K - $146K
|
21.2K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-412- 0.64% |
$14.3K - $17.6K
|
63.7K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.51KNew |
$261K - $321K
|
7.51K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-175- 0.42% |
$6.08K - $7.48K
|
41.3K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-95.5K- 3.45% |
$3.32M - $4.08M
|
2.67M
$126M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
149KNew |
$5.17M - $6.36M
|
149K
$7.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-61- 0.15% |
$2.12K - $2.61K
|
41.1K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.06K- 2.45% |
$36.7K - $45.2K
|
42.1K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.19K- 2.35% |
$41.5K - $51K
|
49.5K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 0.93% |
$2.47K - $3.03K
|
7.73K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-496- 0.08% |
$17.2K - $21.2K
|
585K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.04K+ 1.31% |
$175K - $215K
|
390K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
63.4K+ 304.12% |
$2.2M - $2.71M
|
84.3K
$3.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
78+ 0.74% |
$2.71K - $3.33K
|
10.7K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26K+ 68423.68% |
$903K - $1.11M
|
26K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.3K- 7.53% |
$394K - $485K
|
139K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
263+ 2.79% |
$9.13K - $11.2K
|
9.68K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.94K- 1.04% |
$276K - $339K
|
757K
$35.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
559+ 4.78% |
$19.4K - $23.9K
|
12.3K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-53- 0.85% |
$1.84K - $2.27K
|
6.17K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.22M- 94.17% |
$77.2M - $95M
|
138K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 54.3% |
$285K - $350K
|
23.3K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-765- 8.99% |
$26.6K - $32.7K
|
7.75K
$365K
|