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 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
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.02K+ 2.55% |
$86K - $94.5K
|
81.1K
$3.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
54K+ 11.66% |
$2.3M - $2.53M
|
517K
$24.4M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36K+ 5.85% |
$1.54M - $1.69M
|
652K
$30.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 16.02% |
$80K - $88K
|
13.6K
$640K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
291+ 0.93% |
$12.4K - $13.7K
|
31.4K
$1.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-30K- 7.41% |
$1.28M - $1.41M
|
375K
$17.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
863+ 2.96% |
$36.8K - $40.5K
|
30K
$1.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$85.3 - $93.8
|
19.6K
$922K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4- 0.02% |
$171 - $188
|
16.2K
$761K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.1% |
$896 - $985
|
21.8K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
314K+ 54.05% |
$13.4M - $14.8M
|
896K
$42.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.87K+ 13.89% |
$336K - $369K
|
64.5K
$3.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.33K- 1.18% |
$56.8K - $62.4K
|
111K
$5.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.5K+ 2.87% |
$192K - $211K
|
162K
$7.61M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.05% |
$128 - $141
|
6.23K
$293K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$213 - $235
|
73.4K
$3.46M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-2.22K- 5.33% |
$94.6K - $104K
|
39.4K
$1.86M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
24.7K+ 4.14% |
$1.06M - $1.16M
|
622K
$29.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-255- 47.66% |
$10.9K - $12K
|
280
$13.2K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 0.94% |
$89.9K - $98.8K
|
226K
$10.6M
|
|
| Q2 2025 | |||||||
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-2.5K- 2.08% |
$86.9K - $107K
|
118K
$5.54M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-201K- 50.0% |
$6.97M - $8.58M
|
201K
$9.45M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.32K+ 47.41% |
$150K - $184K
|
13.4K
$632K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.07K+ 6.57% |
$37.2K - $45.8K
|
17.4K
$819K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-240K- 16.95% |
$8.33M - $10.3M
|
1.18M
$55.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
27New |
$937 - $1.15K
|
27
$1.27K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.69KNew |
$128K - $158K
|
3.69K
$174K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-42- 0.77% |
$1.46K - $1.8K
|
5.44K
$256K
|
|