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 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
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
42New |
$1.46K - $1.8K
|
42
$1.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41.1K+ 16.62% |
$1.43M - $1.75M
|
288K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.71K+ 17.47% |
$337K - $415K
|
65.3K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 1.8% |
$43.2K - $53.2K
|
70.3K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-129K- 80.76% |
$4.48M - $5.52M
|
30.8K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-175- 1.77% |
$6.08K - $7.48K
|
9.73K
$458K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-78- 1.45% |
$2.71K - $3.33K
|
5.31K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
569+ 4.79% |
$19.8K - $24.3K
|
12.4K
$586K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
335+ 2.16% |
$11.6K - $14.3K
|
15.9K
$748K
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$491K - $604K
|
14.1K
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.31K- 4.11% |
$150K - $184K
|
101K
$4.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-20.7K- 3.64% |
$718K - $884K
|
548K
$25.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
235+ 1.29% |
$8.16K - $10K
|
18.4K
$867K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11K+ 188.1% |
$382K - $471K
|
16.9K
$795K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
31.4K+ 16.51% |
$1.09M - $1.34M
|
221K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
21.9K+ 233.79% |
$760K - $935K
|
31.2K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
53.7K+ 405.31% |
$1.86M - $2.29M
|
66.9K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 33.89% |
$370K - $455K
|
42.1K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 8.56% |
$370K - $455K
|
135K
$6.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
122K+ 1.85% |
$4.22M - $5.2M
|
6.69M
$315M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.15KNew |
$39.8K - $48.9K
|
1.15K
$53.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3.15K- 14.54% |
$109K - $134K
|
18.5K
$871K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.73K+ 2.59% |
$164K - $202K
|
187K
$8.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
601+ 28.71% |
$20.9K - $25.7K
|
2.69K
$127K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.89KNew |
$170K - $209K
|
4.89K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
628+ 4.0% |
$21.8K - $26.8K
|
16.3K
$768K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.1K+ 16.04% |
$2.05M - $2.52M
|
427K
$20.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.06K+ 9.28% |
$141K - $174K
|
47.8K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-917- 20.73% |
$31.8K - $39.2K
|
3.51K
$165K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.78KNew |
$305K - $375K
|
8.78K
$414K
|