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 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.46K+ 8.97% |
$62.1K - $68.3K
|
17.7K
$834K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.36K+ 2.63% |
$57.9K - $63.7K
|
53K
$2.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.27K+ 8.78% |
$54.2K - $59.6K
|
15.7K
$741K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.26K+ 0.9% |
$53.6K - $58.9K
|
141K
$6.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04K+ 539.06% |
$44.2K - $48.6K
|
1.23K
$57.8K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
960+ 9.07% |
$41K - $45K
|
11.5K
$544K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
884+ 7.54% |
$37.7K - $41.5K
|
12.6K
$594K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
863+ 2.96% |
$36.8K - $40.5K
|
30K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
783+ 3.54% |
$33.4K - $36.7K
|
22.9K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
776+ 13.22% |
$33.1K - $36.4K
|
6.65K
$313K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
740+ 6.4% |
$31.6K - $34.7K
|
12.3K
$580K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
683+ 60.87% |
$29.1K - $32K
|
1.81K
$85K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
643+ 1.51% |
$27.4K - $30.2K
|
43.3K
$2.04M
|
|
|
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 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
291+ 0.93% |
$12.4K - $13.7K
|
31.4K
$1.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
98New |
$4.18K - $4.6K
|
98
$4.62K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 0.87% |
$3.16K - $3.47K
|
8.56K
$403K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
74+ 172.09% |
$3.16K - $3.47K
|
117
$5.51K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55+ 0.08% |
$2.35K - $2.58K
|
73.1K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.49% |
$1.37K - $1.5K
|
6.59K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$1.07K - $1.17K
|
8.71K
$410K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.1% |
$896 - $985
|
21.8K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.09% |
$683 - $751
|
16.9K
$797K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.26% |
$597 - $657
|
5.31K
$250K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$384 - $422
|
14.9K
$701K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.06% |
$299 - $328
|
12.3K
$578K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$213 - $235
|
73.4K
$3.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.08% |
$171 - $188
|
4.73K
$223K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$85.3 - $93.8
|
19.6K
$922K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.04% |
$85.3 - $93.8
|
4.73K
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.05% |
$128 - $141
|
6.23K
$293K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4- 0.02% |
$171 - $188
|
16.2K
$761K
|
|
|
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
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38- 0.53% |
$1.62K - $1.78K
|
7.16K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-62- 0.07% |
$2.65K - $2.91K
|
85.6K
$4.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-90- 1.2% |
$3.84K - $4.22K
|
7.39K
$348K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-113- 0.53% |
$4.82K - $5.3K
|
21.3K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-156- 0.92% |
$6.66K - $7.32K
|
16.8K
$790K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-204- 1.01% |
$8.7K - $9.57K
|
19.9K
$939K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-253- 0.87% |
$10.8K - $11.9K
|
28.8K
$1.36M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-255- 47.66% |
$10.9K - $12K
|
280
$13.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-285- 3.39% |
$12.2K - $13.4K
|
8.13K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-328- 0.58% |
$14K - $15.4K
|
56.3K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-335- 4.78% |
$14.3K - $15.7K
|
6.67K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-340- 71.73% |
$14.5K - $15.9K
|
134
$6.31K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-362- 1.66% |
$15.4K - $17K
|
21.5K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-368- 7.01% |
$15.7K - $17.3K
|
4.88K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-388- 1.75% |
$16.6K - $18.2K
|
21.7K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-470- 2.06% |
$20.1K - $22K
|
22.4K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-516- 0.47% |
$22K - $24.2K
|
109K
$5.15M
|