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 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.69K- 23.76% |
$72.3K - $79.5K
|
5.44K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.09K- 5.41% |
$89.1K - $97.9K
|
36.5K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.1K- 2.08% |
$89.7K - $98.6K
|
98.9K
$4.66M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-2.22K- 5.33% |
$94.6K - $104K
|
39.4K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 7.41% |
$115K - $126K
|
33.6K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-2.94K- 4.42% |
$126K - $138K
|
63.6K
$3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.68K- 7.57% |
$157K - $173K
|
44.9K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-4.72K- 6.92% |
$201K - $221K
|
63.5K
$2.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5K- 9.21% |
$213K - $234K
|
49.2K
$2.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.41K- 31.7% |
$273K - $301K
|
13.8K
$651K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-6.88K- 15.49% |
$294K - $323K
|
37.6K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-9.26K- 86.72% |
$395K - $434K
|
1.42K
$66.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 4.4% |
$433K - $476K
|
220K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-15.8K- 13.32% |
$676K - $743K
|
103K
$4.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.2K- 51.32% |
$690K - $758K
|
15.3K
$722K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 7.33% |
$730K - $803K
|
216K
$10.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-17.8K- 69.02% |
$761K - $836K
|
8K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-30K- 7.41% |
$1.28M - $1.41M
|
375K
$17.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31.3K- 48.71% |
$1.34M - $1.47M
|
33K
$1.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-38.1K- 29.99% |
$1.62M - $1.79M
|
88.9K
$4.19M
|