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 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 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 4.54% |
$626K - $688K
|
308K
$14.5M
|
|
|
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 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-20.9K- 93.21% |
$893K - $982K
|
1.53K
$71.9K
|
|
|
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
|