Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
314K+ 54.05% |
$13.4M - $14.8M
|
896K
$42.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.3K+ 42.35% |
$3.85M - $4.23M
|
303K
$14.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
73.2K+ 3.34% |
$3.12M - $3.43M
|
2.26M
$107M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
66.4K+ 19.61% |
$2.84M - $3.12M
|
405K
$19.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
54K+ 11.66% |
$2.3M - $2.53M
|
517K
$24.4M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36K+ 5.85% |
$1.54M - $1.69M
|
652K
$30.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
31.4KNew |
$1.34M - $1.47M
|
31.4K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
30.9K+ 120.68% |
$1.32M - $1.45M
|
56.5K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
29.2K+ 18.28% |
$1.24M - $1.37M
|
189K
$8.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27.9K+ 21.09% |
$1.19M - $1.31M
|
160K
$7.54M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
24.7K+ 4.14% |
$1.06M - $1.16M
|
622K
$29.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
23.7K+ 19.24% |
$1.01M - $1.11M
|
147K
$6.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 45.46% |
$781K - $859K
|
58.6K
$2.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17K+ 11.02% |
$725K - $798K
|
171K
$8.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12.5K+ 12.95% |
$531K - $584K
|
109K
$5.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11.4K+ 6.18% |
$486K - $535K
|
196K
$9.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.34K+ 188.89% |
$398K - $438K
|
14.3K
$673K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.98K+ 31.09% |
$383K - $421K
|
37.9K
$1.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.38KNew |
$357K - $393K
|
8.38K
$395K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.87K+ 13.89% |
$336K - $369K
|
64.5K
$3.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.41K+ 1.3% |
$316K - $348K
|
577K
$27.2M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
5.7KNew |
$243K - $267K
|
5.7K
$269K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.63K+ 18.81% |
$240K - $264K
|
35.6K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.58K+ 2.2% |
$238K - $262K
|
259K
$12.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.2KNew |
$222K - $244K
|
5.2K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.13K+ 12.87% |
$219K - $241K
|
45K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.87KNew |
$208K - $228K
|
4.87K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.8K+ 12.52% |
$205K - $225K
|
43.1K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.7K+ 3.52% |
$201K - $221K
|
138K
$6.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.53KNew |
$193K - $213K
|
4.53K
$213K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.5K+ 2.87% |
$192K - $211K
|
162K
$7.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$185K - $203K
|
4.33K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.29KNew |
$183K - $201K
|
4.29K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.25K+ 20.71% |
$181K - $199K
|
24.8K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.7K+ 24.92% |
$158K - $173K
|
18.5K
$873K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.73K+ 15.3% |
$117K - $128K
|
20.6K
$970K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.49K+ 1.03% |
$106K - $117K
|
244K
$11.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.15K+ 11.83% |
$91.7K - $101K
|
20.3K
$958K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 0.94% |
$89.9K - $98.8K
|
226K
$10.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.02K+ 2.55% |
$86K - $94.5K
|
81.1K
$3.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.01K+ 1.35% |
$85.9K - $94.5K
|
151K
$7.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 16.02% |
$80K - $88K
|
13.6K
$640K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.61K+ 9.86% |
$68.5K - $75.3K
|
17.9K
$843K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.49K+ 19.68% |
$63.6K - $69.9K
|
9.07K
$427K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.46K+ 8.97% |
$62.1K - $68.3K
|
17.7K
$834K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.36K+ 2.63% |
$57.9K - $63.7K
|
53K
$2.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.27K+ 8.78% |
$54.2K - $59.6K
|
15.7K
$741K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.26K+ 0.9% |
$53.6K - $58.9K
|
141K
$6.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 539.06% |
$44.2K - $48.6K
|
1.23K
$57.8K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
960+ 9.07% |
$41K - $45K
|
11.5K
$544K
|