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 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.11K+ 8.71% |
$108K - $133K
|
38.9K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
496+ 4.5% |
$17.2K - $21.2K
|
11.5K
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.84KNew |
$63.8K - $78.5K
|
1.84K
$86.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25.2K- 70.93% |
$874K - $1.08M
|
10.3K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
55+ 25.11% |
$1.91K - $2.35K
|
274
$12.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.49K+ 5.03% |
$156K - $192K
|
93.8K
$4.42M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.2KNew |
$562K - $692K
|
16.2K
$763K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
217+ 122.6% |
$7.53K - $9.27K
|
394
$18.6K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.7K- 17.92% |
$996K - $1.23M
|
131K
$6.19M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-708- 4.84% |
$24.6K - $30.3K
|
13.9K
$655K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-222- 18.09% |
$7.71K - $9.49K
|
1.01K
$47.3K
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
17.4KNew |
$606K - $745K
|
17.4K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 31.15% |
$428K - $527K
|
27.3K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
84.6K+ 66.94% |
$2.94M - $3.62M
|
211K
$9.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
239+ 0.96% |
$8.3K - $10.2K
|
25.1K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.03KNew |
$279K - $343K
|
8.03K
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.43K+ 14.0% |
$119K - $147K
|
27.9K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
187+ 64.48% |
$6.49K - $7.99K
|
477
$22.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-89- 0.55% |
$3.09K - $3.8K
|
16.2K
$764K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14.2K+ 2.26% |
$492K - $605K
|
641K
$30.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 5.92% |
$40K - $49.3K
|
18.3K
$863K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
68.1K+ 25.6% |
$2.37M - $2.91M
|
334K
$15.8M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-617- 3.8% |
$21.4K - $26.4K
|
15.6K
$735K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-255- 49.61% |
$8.85K - $10.9K
|
259
$12.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.87K- 8.55% |
$169K - $208K
|
52.1K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
10.9K+ 4.3% |
$377K - $464K
|
263K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.42KNew |
$49.4K - $60.9K
|
1.42K
$67.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
34.7K+ 15.2% |
$1.21M - $1.48M
|
263K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 1.41% |
$69.8K - $85.9K
|
144K
$6.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
116K+ 93.74% |
$4.04M - $4.97M
|
240K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-464- 15.31% |
$16.1K - $19.8K
|
2.57K
$121K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
147+ 1.23% |
$5.1K - $6.28K
|
12.1K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
27.2K+ 34.75% |
$945K - $1.16M
|
106K
$4.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-34.9K- 79.16% |
$1.21M - $1.49M
|
9.2K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-1.21K- 1.98% |
$42.2K - $51.9K
|
60.2K
$2.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
17K+ 5.11% |
$589K - $725K
|
349K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.25% |
$347 - $427
|
3.95K
$186K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.44% |
$34.7 - $42.7
|
230
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.48K+ 13.59% |
$155K - $191K
|
37.4K
$1.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$181K - $222K
|
5.2K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.45K+ 28.34% |
$258K - $318K
|
33.7K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
604+ 0.42% |
$21K - $25.8K
|
144K
$6.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
429New |
$14.9K - $18.3K
|
429
$20.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-68.5K- 3.94% |
$2.38M - $2.93M
|
1.67M
$78.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 4.65% |
$609K - $750K
|
395K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
209K+ 0.92% |
$7.25M - $8.93M
|
22.9M
$1.08B
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.21KNew |
$181K - $222K
|
5.21K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
174+ 0.44% |
$6.04K - $7.44K
|
39.6K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.38K+ 15.18% |
$117K - $144K
|
25.6K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
943+ 0.3% |
$32.7K - $40.3K
|
313K
$14.7M
|