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 |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-176- 3.13% |
$7.51K - $8.26K
|
5.46K
$259K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.4K+ 23.41% |
$869K - $955K
|
107K
$5.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.57M+ 38.46% |
$110M - $121M
|
9.26M
$439M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
56New |
$2.39K - $2.63K
|
56
$2.66K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 31.02% |
$998K - $1.1M
|
52K
$2.47M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.39KNew |
$102K - $112K
|
2.39K
$113K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-126- 0.07% |
$5.38K - $5.91K
|
169K
$8.04M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
885+ 10.01% |
$37.8K - $41.5K
|
9.72K
$461K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-976- 7.17% |
$41.6K - $45.8K
|
12.6K
$600K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.25K- 2.52% |
$95.8K - $105K
|
86.9K
$4.12M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
430+ 2.17% |
$18.3K - $20.2K
|
20.3K
$961K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
43.3K+ 22.99% |
$1.85M - $2.03M
|
232K
$11M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
222+ 0.68% |
$9.47K - $10.4K
|
32.7K
$1.55M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-14.9K- 15.19% |
$635K - $698K
|
83.1K
$3.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.92K+ 1.6% |
$125K - $137K
|
186K
$8.82M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-999- 4.18% |
$42.6K - $46.9K
|
22.9K
$1.09M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.31K+ 0.56% |
$56K - $61.5K
|
235K
$11.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
18.9K+ 36.75% |
$806K - $886K
|
70.3K
$3.33M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.1K+ 8.46% |
$1.28M - $1.41M
|
386K
$18.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-213- 2.68% |
$9.09K - $9.99K
|
7.73K
$367K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-599K- 3.33% |
$25.5M - $28.1M
|
17.4M
$824M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.07K- 23.74% |
$173K - $191K
|
13.1K
$620K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-9.09K- 5.95% |
$388K - $426K
|
144K
$6.82M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.58K- 6.53% |
$366K - $402K
|
123K
$5.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12.5K+ 4.57% |
$533K - $586K
|
286K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
131K+ 68.23% |
$5.58M - $6.13M
|
322K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
1.46K+ 2.95% |
$62.4K - $68.6K
|
51K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
379+ 1.43% |
$16.2K - $17.8K
|
26.9K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
123K+ 3.65% |
$5.27M - $5.79M
|
3.5M
$166M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-127K- 3.43% |
$5.44M - $5.98M
|
3.59M
$170M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.46KNew |
$404K - $444K
|
9.46K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
845+ 12.33% |
$36.1K - $39.6K
|
7.7K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.9K- 98.14% |
$252K - $277K
|
112
$5.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
163K+ 12.44% |
$6.95M - $7.64M
|
1.47M
$69.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
62.4K+ 9.16% |
$2.66M - $2.93M
|
744K
$35.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-7.25K- 18.58% |
$309K - $340K
|
31.8K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 17.37% |
$1.47M - $1.61M
|
232K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
227+ 0.18% |
$9.69K - $10.6K
|
128K
$6.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.5K+ 79.58% |
$1.04M - $1.15M
|
55.3K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150K+ 12.72% |
$6.39M - $7.02M
|
1.33M
$62.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.96KNew |
$254K - $279K
|
5.96K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.2K+ 10.45% |
$2.87M - $3.15M
|
710K
$33.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
128+ 11.17% |
$5.46K - $6K
|
1.27K
$60.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.27K+ 0.32% |
$54.2K - $59.6K
|
396K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.3K+ 61.56% |
$1.76M - $1.94M
|
108K
$5.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.3KNew |
$2.15M - $2.36M
|
50.3K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.74K+ 1.83% |
$74K - $81.4K
|
96.8K
$4.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
910+ 255.62% |
$38.8K - $42.7K
|
1.27K
$60.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-908K- 17.01% |
$38.8M - $42.6M
|
4.43M
$210M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.51K- 15.69% |
$107K - $118K
|
13.5K
$639K
|
|