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 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
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-569- 4.17% |
$24.3K - $26.7K
|
13.1K
$616K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-572- 5.23% |
$24.4K - $26.8K
|
10.4K
$488K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-586- 77.51% |
$25K - $27.5K
|
170
$8.01K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-589- 3.8% |
$25.1K - $27.6K
|
14.9K
$702K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-590- 0.87% |
$25.2K - $27.7K
|
67.1K
$3.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-593- 1.02% |
$25.3K - $27.8K
|
57.4K
$2.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-752- 1.7% |
$32.1K - $35.3K
|
43.4K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-769- 0.53% |
$32.8K - $36.1K
|
145K
$6.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-908- 11.63% |
$38.7K - $42.6K
|
6.9K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 0.78% |
$44.5K - $48.9K
|
132K
$6.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 2.15% |
$48K - $52.8K
|
51.3K
$2.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.14K- 1.53% |
$48.7K - $53.6K
|
73.5K
$3.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.33K- 1.18% |
$56.8K - $62.4K
|
111K
$5.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.33K- 6.73% |
$56.8K - $62.5K
|
18.5K
$870K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.36K- 2.38% |
$58.2K - $64K
|
55.9K
$2.63M
|
|
|
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 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.64K- 0.38% |
$70K - $76.9K
|
434K
$20.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.69K- 23.76% |
$72.3K - $79.5K
|
5.44K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.09K- 5.41% |
$89.1K - $97.9K
|
36.5K
$1.72M
|
|
|
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 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-2.22K- 5.33% |
$94.6K - $104K
|
39.4K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.69K- 7.41% |
$115K - $126K
|
33.6K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.92K- 15.68% |
$125K - $137K
|
15.7K
$740K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-2.94K- 4.42% |
$126K - $138K
|
63.6K
$3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.68K- 7.57% |
$157K - $173K
|
44.9K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-4.72K- 6.92% |
$201K - $221K
|
63.5K
$2.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5K- 9.21% |
$213K - $234K
|
49.2K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.22K- 0.64% |
$223K - $245K
|
805K
$37.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.87K- 6.02% |
$250K - $275K
|
91.7K
$4.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.41K- 31.7% |
$273K - $301K
|
13.8K
$651K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-6.88K- 15.49% |
$294K - $323K
|
37.6K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.29K- 4.52% |
$311K - $342K
|
154K
$7.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-9.26K- 86.72% |
$395K - $434K
|
1.42K
$66.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 4.4% |
$433K - $476K
|
220K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-15.8K- 13.32% |
$676K - $743K
|
103K
$4.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16.2K- 51.32% |
$690K - $758K
|
15.3K
$722K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 7.33% |
$730K - $803K
|
216K
$10.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-17.8K- 69.02% |
$761K - $836K
|
8K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-30K- 7.41% |
$1.28M - $1.41M
|
375K
$17.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31.3K- 48.71% |
$1.34M - $1.47M
|
33K
$1.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-38.1K- 29.99% |
$1.62M - $1.79M
|
88.9K
$4.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-130K- 80.13% |
$5.54M - $6.09M
|
32.2K
$1.52M
|