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 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
189+ 0.54% |
$8.06K - $8.87K
|
34.9K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
146K+ 101.15% |
$6.22M - $6.84M
|
290K
$13.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
38.3K+ 250.49% |
$1.63M - $1.79M
|
53.5K
$2.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
28K+ 588.3% |
$1.19M - $1.31M
|
32.7K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.3K- 7.45% |
$55.3K - $60.8K
|
16.1K
$765K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
5.15KNew |
$220K - $242K
|
5.15K
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
16.2K+ 106.33% |
$689K - $758K
|
31.3K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
20K+ 2.55% |
$854K - $939K
|
803K
$38.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
707K+ 934.91% |
$30.2M - $33.1M
|
782K
$37.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-212- 1.05% |
$9.05K - $9.94K
|
20.1K
$952K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.32K+ 4.49% |
$141K - $156K
|
77.2K
$3.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.13KNew |
$176K - $194K
|
4.13K
$196K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.48K+ 0.76% |
$191K - $210K
|
590K
$28M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.18K- 2.03% |
$50.4K - $55.4K
|
56.9K
$2.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-37.2K- 58.4% |
$1.59M - $1.74M
|
26.5K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-329- 7.21% |
$14K - $15.4K
|
4.24K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-507- 9.75% |
$21.6K - $23.8K
|
4.69K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
809+ 10.82% |
$34.5K - $38K
|
8.29K
$393K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-44.5K- 6.94% |
$1.9M - $2.09M
|
596K
$28.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
284+ 24.07% |
$12.1K - $13.3K
|
1.46K
$69.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.52K+ 40.14% |
$364K - $400K
|
29.8K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37.7K+ 10.13% |
$1.61M - $1.77M
|
410K
$19.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.32K+ 6.49% |
$56.5K - $62.1K
|
21.7K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-500- 10.22% |
$21.3K - $23.5K
|
4.39K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-360- 2.22% |
$15.4K - $16.9K
|
15.9K
$752K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
3.17KNew |
$135K - $148K
|
3.17K
$150K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24.1K+ 27.33% |
$1.03M - $1.13M
|
112K
$5.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
5.96K+ 3.11% |
$254K - $280K
|
197K
$9.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
29.1K+ 4.28% |
$1.24M - $1.37M
|
710K
$33.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.3K+ 5.7% |
$440K - $483K
|
191K
$9.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.22K- 24.11% |
$94.6K - $104K
|
6.98K
$331K
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 0.58% |
$59.3K - $65.2K
|
239K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.07K- 2.8% |
$174K - $191K
|
142K
$6.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
589+ 2031.03% |
$25.1K - $27.6K
|
618
$29.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5K+ 62.57% |
$534K - $587K
|
32.5K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
463K+ 7.13% |
$19.7M - $21.7M
|
6.95M
$330M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.84KNew |
$249K - $274K
|
5.84K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-90- 0.72% |
$3.84K - $4.22K
|
12.4K
$590K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-128- 4.75% |
$5.46K - $6K
|
2.57K
$122K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
323+ 5.59% |
$13.8K - $15.2K
|
6.1K
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.47K+ 39.94% |
$105K - $116K
|
8.65K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-279- 3.22% |
$11.9K - $13.1K
|
8.38K
$398K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
24+ 0.14% |
$1.02K - $1.13K
|
16.8K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-115- 0.12% |
$4.91K - $5.39K
|
96.6K
$4.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.07K- 1.56% |
$45.6K - $50.1K
|
67.4K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-223- 0.05% |
$9.52K - $10.5K
|
486K
$23.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
52.8K+ 8.27% |
$2.25M - $2.48M
|
692K
$32.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.79K+ 15.17% |
$76.3K - $83.9K
|
13.6K
$644K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25.3K+ 33.87% |
$1.08M - $1.19M
|
100K
$4.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.35% |
$256 - $281
|
1.73K
$82K
|
|