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
|
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
|
|
|
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
|