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 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
884+ 7.54% |
$37.7K - $41.5K
|
12.6K
$594K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
863+ 2.96% |
$36.8K - $40.5K
|
30K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
776+ 13.22% |
$33.1K - $36.4K
|
6.65K
$313K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
740+ 6.4% |
$31.6K - $34.7K
|
12.3K
$580K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
683+ 60.87% |
$29.1K - $32K
|
1.81K
$85K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
643+ 1.51% |
$27.4K - $30.2K
|
43.3K
$2.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
350+ 6.12% |
$14.9K - $16.4K
|
6.07K
$286K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
291+ 0.93% |
$12.4K - $13.7K
|
31.4K
$1.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
98New |
$4.18K - $4.6K
|
98
$4.62K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
74+ 172.09% |
$3.16K - $3.47K
|
117
$5.51K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 0.87% |
$3.16K - $3.47K
|
8.56K
$403K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55+ 0.08% |
$2.35K - $2.58K
|
73.1K
$3.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$1.07K - $1.17K
|
8.71K
$410K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.1% |
$896 - $985
|
21.8K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.09% |
$683 - $751
|
16.9K
$797K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.26% |
$597 - $657
|
5.31K
$250K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$384 - $422
|
14.9K
$701K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$213 - $235
|
73.4K
$3.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.08% |
$171 - $188
|
4.73K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.04% |
$85.3 - $93.8
|
4.73K
$223K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$85.3 - $93.8
|
19.6K
$922K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.05% |
$128 - $141
|
6.23K
$293K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4- 0.02% |
$171 - $188
|
16.2K
$761K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8- 0.17% |
$341 - $375
|
4.69K
$221K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38- 0.53% |
$1.62K - $1.78K
|
7.16K
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-90- 1.2% |
$3.84K - $4.22K
|
7.39K
$348K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-113- 0.53% |
$4.82K - $5.3K
|
21.3K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-204- 1.01% |
$8.7K - $9.57K
|
19.9K
$939K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-255- 47.66% |
$10.9K - $12K
|
280
$13.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-285- 3.39% |
$12.2K - $13.4K
|
8.13K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-328- 0.58% |
$14K - $15.4K
|
56.3K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-362- 1.66% |
$15.4K - $17K
|
21.5K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-368- 7.01% |
$15.7K - $17.3K
|
4.88K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-388- 1.75% |
$16.6K - $18.2K
|
21.7K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-470- 2.06% |
$20.1K - $22K
|
22.4K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-516- 0.47% |
$22K - $24.2K
|
109K
$5.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-569- 4.17% |
$24.3K - $26.7K
|
13.1K
$616K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-572- 5.23% |
$24.4K - $26.8K
|
10.4K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-589- 3.8% |
$25.1K - $27.6K
|
14.9K
$702K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-590- 0.87% |
$25.2K - $27.7K
|
67.1K
$3.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-593- 1.02% |
$25.3K - $27.8K
|
57.4K
$2.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-752- 1.7% |
$32.1K - $35.3K
|
43.4K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-769- 0.53% |
$32.8K - $36.1K
|
145K
$6.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-908- 11.63% |
$38.7K - $42.6K
|
6.9K
$325K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 2.15% |
$48K - $52.8K
|
51.3K
$2.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.33K- 1.18% |
$56.8K - $62.4K
|
111K
$5.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.33K- 6.73% |
$56.8K - $62.5K
|
18.5K
$870K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.36K- 2.38% |
$58.2K - $64K
|
55.9K
$2.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-1.38K- 1.9% |
$58.9K - $64.8K
|
71.2K
$3.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.64K- 0.38% |
$70K - $76.9K
|
434K
$20.4M
|