Purchases and Sales Made in Q3 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
314K+ 54.05% |
$13.4M - $14.8M
|
896K
$42.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
308K+ 3017.73% |
$13.2M - $14.5M
|
319K
$15M
|
|
|
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 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
73.2K+ 3.34% |
$3.12M - $3.43M
|
2.26M
$107M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
66.4K+ 19.61% |
$2.84M - $3.12M
|
405K
$19.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
54K+ 11.66% |
$2.3M - $2.53M
|
517K
$24.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
40.8KNew |
$1.74M - $1.91M
|
40.8K
$1.92M
|
|
|
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 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
31.4KNew |
$1.34M - $1.47M
|
31.4K
$1.48M
|
|
|
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 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
29.2K+ 18.28% |
$1.24M - $1.37M
|
189K
$8.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27.9K+ 21.09% |
$1.19M - $1.31M
|
160K
$7.54M
|
|
|
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 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
23.7K+ 19.24% |
$1.01M - $1.11M
|
147K
$6.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22.5K+ 41.6% |
$959K - $1.05M
|
76.5K
$3.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
20.9K+ 36.39% |
$893K - $981K
|
78.4K
$3.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
20.1K+ 12.26% |
$858K - $944K
|
184K
$8.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 45.46% |
$781K - $859K
|
58.6K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.1K+ 299.51% |
$728K - $801K
|
22.8K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17K+ 11.02% |
$725K - $798K
|
171K
$8.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.3KNew |
$651K - $716K
|
15.3K
$719K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13.7K+ 40.73% |
$587K - $645K
|
47.5K
$2.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12.5K+ 12.95% |
$531K - $584K
|
109K
$5.12M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
12.2KNew |
$519K - $571K
|
12.2K
$573K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11.4K+ 6.18% |
$486K - $535K
|
196K
$9.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.34K+ 188.89% |
$398K - $438K
|
14.3K
$673K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.98K+ 31.09% |
$383K - $421K
|
37.9K
$1.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.38KNew |
$357K - $393K
|
8.38K
$395K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8.19K+ 4.08% |
$349K - $384K
|
209K
$9.84M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.87K+ 13.89% |
$336K - $369K
|
64.5K
$3.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.41K+ 1.3% |
$316K - $348K
|
577K
$27.2M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.3KNew |
$311K - $342K
|
7.3K
$344K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.94K+ 2.67% |
$296K - $325K
|
266K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.24K+ 3.06% |
$266K - $293K
|
210K
$9.9M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
5.7KNew |
$243K - $267K
|
5.7K
$269K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.63K+ 18.81% |
$240K - $264K
|
35.6K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.58K+ 2.2% |
$238K - $262K
|
259K
$12.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.2KNew |
$222K - $244K
|
5.2K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.13K+ 12.87% |
$219K - $241K
|
45K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.87KNew |
$208K - $228K
|
4.87K
$229K
|
|
|
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
|
Founders Financial Securities LLC
|
BUY
|
- |
4.7K+ 3.52% |
$201K - $221K
|
138K
$6.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.53KNew |
$193K - $213K
|
4.53K
$213K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.5K+ 2.87% |
$192K - $211K
|
162K
$7.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.49K+ 2.03% |
$192K - $211K
|
226K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$185K - $203K
|
4.33K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.29KNew |
$183K - $201K
|
4.29K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.25K+ 20.71% |
$181K - $199K
|
24.8K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.7K+ 24.92% |
$158K - $173K
|
18.5K
$873K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.57K+ 9.34% |
$152K - $168K
|
41.8K
$1.97M
|