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 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.2K- 51.32% |
$690K - $758K
|
15.3K
$722K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.69K- 23.76% |
$72.3K - $79.5K
|
5.44K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 45.46% |
$781K - $859K
|
58.6K
$2.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11.4K+ 6.18% |
$486K - $535K
|
196K
$9.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-6.88K- 15.49% |
$294K - $323K
|
37.6K
$1.77M
|
|
|
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 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
776+ 13.22% |
$33.1K - $36.4K
|
6.65K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-769- 0.53% |
$32.8K - $36.1K
|
145K
$6.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-388- 1.75% |
$16.6K - $18.2K
|
21.7K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
29.2K+ 18.28% |
$1.24M - $1.37M
|
189K
$8.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.49K+ 19.68% |
$63.6K - $69.9K
|
9.07K
$427K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-589- 3.8% |
$25.1K - $27.6K
|
14.9K
$702K
|
|
|
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 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.41K- 31.7% |
$273K - $301K
|
13.8K
$651K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.2KNew |
$222K - $244K
|
5.2K
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.08% |
$171 - $188
|
4.73K
$223K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.61K+ 9.86% |
$68.5K - $75.3K
|
17.9K
$843K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-38.1K- 29.99% |
$1.62M - $1.79M
|
88.9K
$4.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.26% |
$597 - $657
|
5.31K
$250K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.36K+ 2.63% |
$57.9K - $63.7K
|
53K
$2.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.38KNew |
$357K - $393K
|
8.38K
$395K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.68K- 7.57% |
$157K - $173K
|
44.9K
$2.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-590- 0.87% |
$25.2K - $27.7K
|
67.1K
$3.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-516- 0.47% |
$22K - $24.2K
|
109K
$5.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-368- 7.01% |
$15.7K - $17.3K
|
4.88K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.13K+ 12.87% |
$219K - $241K
|
45K
$2.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.58K+ 2.2% |
$238K - $262K
|
259K
$12.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 2.15% |
$48K - $52.8K
|
51.3K
$2.42M
|
|
|
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
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.49K+ 1.03% |
$106K - $117K
|
244K
$11.5M
|
|
|
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 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-572- 5.23% |
$24.4K - $26.8K
|
10.4K
$488K
|
|
|
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 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-17.8K- 69.02% |
$761K - $836K
|
8K
$377K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.98K+ 31.09% |
$383K - $421K
|
37.9K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-752- 1.7% |
$32.1K - $35.3K
|
43.4K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$1.07K - $1.17K
|
8.71K
$410K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.41K+ 1.3% |
$316K - $348K
|
577K
$27.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
98New |
$4.18K - $4.6K
|
98
$4.62K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17K+ 11.02% |
$725K - $798K
|
171K
$8.07M
|
|
|
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
|
Wedmont Private Capital
|
BUY
|
- |
2.15K+ 11.83% |
$91.7K - $101K
|
20.3K
$958K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.34K+ 188.89% |
$398K - $438K
|
14.3K
$673K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-593- 1.02% |
$25.3K - $27.8K
|
57.4K
$2.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.01K+ 1.35% |
$85.9K - $94.5K
|
151K
$7.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55+ 0.08% |
$2.35K - $2.58K
|
73.1K
$3.45M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31.3K- 48.71% |
$1.34M - $1.47M
|
33K
$1.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.27K+ 8.78% |
$54.2K - $59.6K
|
15.7K
$741K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-90- 1.2% |
$3.84K - $4.22K
|
7.39K
$348K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
683+ 60.87% |
$29.1K - $32K
|
1.81K
$85K
|