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 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
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.45K+ 50.28% |
$189K - $233K
|
16.3K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.07% |
$174 - $214
|
7.53K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.75K- 6.37% |
$200K - $246K
|
84.5K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.55K+ 12.84% |
$53.9K - $66.3K
|
13.6K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18KNew |
$624K - $768K
|
18K
$847K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.32K+ 41.16% |
$185K - $228K
|
18.3K
$860K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.97K- 16.11% |
$207K - $255K
|
31.1K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
47.1K+ 92.82% |
$1.64M - $2.02M
|
97.9K
$4.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.75KNew |
$165K - $203K
|
4.75K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.4K- 3.4% |
$48.7K - $59.9K
|
39.8K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
158New |
$5.49K - $6.75K
|
158
$7.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
917+ 0.8% |
$31.8K - $39.2K
|
115K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-137- 6.44% |
$4.76K - $5.86K
|
1.99K
$93.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-60- 1.08% |
$2.08K - $2.56K
|
5.49K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.37K+ 2.61% |
$117K - $144K
|
133K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
30.6K+ 19.59% |
$1.06M - $1.31M
|
187K
$8.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-286- 5.33% |
$9.93K - $12.2K
|
5.08K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
19.1K+ 3.38% |
$664K - $818K
|
586K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-638K- 3.43% |
$22.2M - $27.3M
|
18M
$846M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-163K- 3.65% |
$5.65M - $6.96M
|
4.3M
$202M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
30.6K+ 19.02% |
$1.06M - $1.31M
|
192K
$9.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-19.5K- 26.2% |
$677K - $834K
|
55K
$2.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.27K+ 6.67% |
$78.7K - $96.9K
|
36.3K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200New |
$6.94K - $8.55K
|
200
$9.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.78K- 3.8% |
$61.7K - $75.9K
|
44.9K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.61KNew |
$195K - $240K
|
5.61K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.3K+ 88.67% |
$428K - $526K
|
26.2K
$1.23M
|