Purchases and Sales Made in Q2 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
96.2KNew |
$3.34M - $4.11M
|
96.2K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
72K+ 78.27% |
$2.5M - $3.08M
|
164K
$7.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
57.7K+ 10.7% |
$2M - $2.47M
|
597K
$25.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
47.4K+ 264.38% |
$1.65M - $2.03M
|
65.4K
$2.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47.4K+ 509.78% |
$1.64M - $2.02M
|
56.6K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38.5KNew |
$1.34M - $1.65M
|
38.5K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
37.3K+ 521.57% |
$1.29M - $1.59M
|
44.4K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
36.6K+ 8.59% |
$1.27M - $1.57M
|
463K
$19.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$1.09M - $1.35M
|
31.5K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6K+ 1216.65% |
$852K - $1.05M
|
26.6K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
23K+ 14.25% |
$800K - $984K
|
185K
$7.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20.9K+ 15.1% |
$727K - $895K
|
160K
$6.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
18.5K+ 252.9% |
$643K - $791K
|
25.8K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.3K+ 3.13% |
$600K - $739K
|
569K
$24.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.9K+ 22.79% |
$482K - $593K
|
74.8K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
13.5K+ 25.47% |
$469K - $577K
|
66.5K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.2K+ 2.64% |
$388K - $478K
|
435K
$18.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.1K+ 29.57% |
$350K - $431K
|
44.2K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.99K+ 84.71% |
$347K - $427K
|
21.8K
$931K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
8.83K+ 48.47% |
$306K - $377K
|
27K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.52KNew |
$226K - $279K
|
6.52K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.29K+ 5.23% |
$218K - $269K
|
127K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
5.15KNew |
$179K - $220K
|
5.15K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.93K+ 25.87% |
$171K - $211K
|
24K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.76KNew |
$165K - $203K
|
4.76K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$163K - $201K
|
4.7K
$201K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.69KNew |
$163K - $200K
|
4.69K
$201K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.39K+ 3.69% |
$152K - $188K
|
123K
$5.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.25K+ 2.94% |
$148K - $182K
|
149K
$6.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3.41K+ 3.05% |
$118K - $146K
|
115K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 37.09% |
$110K - $135K
|
11.7K
$501K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.88K+ 2.02% |
$100K - $123K
|
145K
$6.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.13K+ 1.37% |
$74K - $91K
|
157K
$6.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.63% |
$65.3K - $80.4K
|
73.4K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 19.14% |
$60.3K - $74.3K
|
10.8K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.65K+ 3.12% |
$57.3K - $70.5K
|
54.5K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.64K+ 16.49% |
$56.8K - $70K
|
11.6K
$495K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.55K+ 2.76% |
$54K - $66.4K
|
58K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.3K+ 8.75% |
$45.1K - $55.6K
|
16.2K
$691K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.69% |
$42.3K - $52K
|
73.1K
$3.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
929New |
$32.3K - $39.7K
|
929
$39.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
743+ 1.95% |
$25.8K - $31.8K
|
38.8K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
530+ 0.47% |
$18.4K - $22.7K
|
112K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
513+ 2.44% |
$17.8K - $21.9K
|
21.6K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
501+ 1.76% |
$17.4K - $21.4K
|
28.9K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 8.31% |
$15K - $18.5K
|
5.63K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
383+ 1.71% |
$13.3K - $16.4K
|
22.8K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
263+ 3.79% |
$9.13K - $11.2K
|
7.2K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$8.68K - $10.7K
|
250
$10.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$5.21K - $6.41K
|
150
$6.41K
|