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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.7K+ 24.92% |
$158K - $173K
|
18.5K
$873K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$185K - $203K
|
4.33K
$204K
|
|
|
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 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 0.87% |
$3.16K - $3.47K
|
8.56K
$403K
|
|
|
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 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12.5K+ 12.95% |
$531K - $584K
|
109K
$5.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-204- 1.01% |
$8.7K - $9.57K
|
19.9K
$939K
|
|
|
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
|
Melone Private Wealth, LLC
|
BUY
|
- |
23.7K+ 19.24% |
$1.01M - $1.11M
|
147K
$6.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 4.4% |
$433K - $476K
|
220K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.04% |
$85.3 - $93.8
|
4.73K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-470- 2.06% |
$20.1K - $22K
|
22.4K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
66.4K+ 19.61% |
$2.84M - $3.12M
|
405K
$19.1M
|
|
|
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 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
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
31.4KNew |
$1.34M - $1.47M
|
31.4K
$1.48M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-113- 0.53% |
$4.82K - $5.3K
|
21.3K
$1M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.53KNew |
$193K - $213K
|
4.53K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
960+ 9.07% |
$41K - $45K
|
11.5K
$544K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.36K- 2.38% |
$58.2K - $64K
|
55.9K
$2.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$384 - $422
|
14.9K
$701K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-569- 4.17% |
$24.3K - $26.7K
|
13.1K
$616K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-2.94K- 4.42% |
$126K - $138K
|
63.6K
$3M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.63K+ 18.81% |
$240K - $264K
|
35.6K
$1.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.09% |
$683 - $751
|
16.9K
$797K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.87KNew |
$208K - $228K
|
4.87K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27.9K+ 21.09% |
$1.19M - $1.31M
|
160K
$7.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-15.8K- 13.32% |
$676K - $743K
|
103K
$4.85M
|
|
|
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
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
884+ 7.54% |
$37.7K - $41.5K
|
12.6K
$594K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.7K+ 3.52% |
$201K - $221K
|
138K
$6.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.33K- 6.73% |
$56.8K - $62.5K
|
18.5K
$870K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 7.41% |
$115K - $126K
|
33.6K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 7.33% |
$730K - $803K
|
216K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.29KNew |
$183K - $201K
|
4.29K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5K- 9.21% |
$213K - $234K
|
49.2K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-328- 0.58% |
$14K - $15.4K
|
56.3K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.25K+ 20.71% |
$181K - $199K
|
24.8K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-908- 11.63% |
$38.7K - $42.6K
|
6.9K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.46K+ 8.97% |
$62.1K - $68.3K
|
17.7K
$834K
|
|
|
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
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.64K- 0.38% |
$70K - $76.9K
|
434K
$20.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.26K+ 0.9% |
$53.6K - $58.9K
|
141K
$6.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
73.2K+ 3.34% |
$3.12M - $3.43M
|
2.26M
$107M
|
|
|
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 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
|
Brighton Jones LLC
|
SELL
|
- |
-285- 3.39% |
$12.2K - $13.4K
|
8.13K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.73K+ 15.3% |
$117K - $128K
|
20.6K
$970K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
5.7KNew |
$243K - $267K
|
5.7K
$269K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-362- 1.66% |
$15.4K - $17K
|
21.5K
$1.01M
|