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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-284- 1.11% |
$12.1K - $13.3K
|
25.3K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.27K+ 36.74% |
$395K - $435K
|
34.5K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-275- 1.02% |
$11.7K - $12.9K
|
26.7K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-2.88K- 1.79% |
$123K - $135K
|
158K
$7.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.48K- 6.77% |
$63K - $69.2K
|
20.3K
$964K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-177- 1.51% |
$7.55K - $8.3K
|
11.5K
$546K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.76K- 4.46% |
$74.9K - $82.3K
|
37.6K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.6K+ 1.32% |
$154K - $169K
|
276K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.72K- 12.59% |
$244K - $268K
|
39.7K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.2KNew |
$222K - $244K
|
5.2K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
155+ 0.5% |
$6.61K - $7.27K
|
31.5K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
681+ 0.9% |
$29.1K - $31.9K
|
76.6K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
86K+ 286.79% |
$3.67M - $4.03M
|
116K
$5.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
51.4K+ 19.42% |
$2.19M - $2.41M
|
316K
$15M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-30.7K- 51.69% |
$1.31M - $1.44M
|
28.7K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
117K+ 8.49% |
$5.01M - $5.51M
|
1.5M
$71.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 9.72% |
$112K - $124K
|
29.8K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
177K+ 243.41% |
$7.56M - $8.31M
|
250K
$11.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
76.6KNew |
$3.27M - $3.59M
|
76.6K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.07K- 45.49% |
$45.6K - $50.1K
|
1.28K
$60.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
159+ 1.55% |
$6.78K - $7.46K
|
10.4K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.53K+ 22.27% |
$193K - $213K
|
24.9K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.64K+ 25.41% |
$326K - $358K
|
37.7K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
SELL
|
- |
-1.67K- 1.67% |
$71.2K - $78.3K
|
98.2K
$4.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
147+ 2.51% |
$6.27K - $6.9K
|
6K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
314K+ 22.15% |
$13.4M - $14.7M
|
1.73M
$82.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8K+ 3.79% |
$341K - $375K
|
219K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
14.4KNew |
$613K - $674K
|
14.4K
$682K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.04% |
$128 - $141
|
8K
$380K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-661- 4.05% |
$28.2K - $31K
|
15.7K
$743K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
42.9K+ 65.41% |
$1.83M - $2.01M
|
108K
$5.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
13.8K+ 3.98% |
$589K - $648K
|
360K
$17.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-54- 0.15% |
$2.3K - $2.53K
|
36.9K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.61K+ 48.98% |
$410K - $451K
|
29.2K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-22.1K- 82.42% |
$945K - $1.04M
|
4.72K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-36- 1.03% |
$1.54K - $1.69K
|
3.47K
$165K
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
186+ 0.51% |
$7.94K - $8.73K
|
36.5K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26.9K+ 3.9% |
$1.15M - $1.26M
|
715K
$33.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
276New |
$11.8K - $12.9K
|
276
$13.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.12K+ 6.08% |
$219K - $240K
|
89.3K
$4.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.68K+ 9.11% |
$114K - $126K
|
32.1K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.1K+ 2.27% |
$89.5K - $98.4K
|
94.3K
$4.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
47.6K+ 88.21% |
$2.03M - $2.23M
|
102K
$4.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
7.79K+ 10.91% |
$332K - $365K
|
79.2K
$3.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
654+ 1.0% |
$27.9K - $30.7K
|
65.9K
$3.13M
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
48.5K+ 21.14% |
$2.07M - $2.28M
|
278K
$13.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-26- 0.51% |
$1.11K - $1.22K
|
5.09K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-163- 1.01% |
$6.96K - $7.65K
|
15.9K
$756K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.6K+ 9.57% |
$880K - $967K
|
236K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
189+ 0.54% |
$8.06K - $8.87K
|
34.9K
$1.66M
|
|