Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
376K+ 118.14% |
$17.1M - $18.2M
|
695K
$33M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
244KNew |
$11.1M - $11.8M
|
244K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
61.4KNew |
$2.79M - $2.97M
|
61.4K
$2.92M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
59.7K+ 21.48% |
$2.72M - $2.89M
|
338K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
58.5K+ 36.55% |
$2.66M - $2.83M
|
219K
$10.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41K+ 19.15% |
$1.86M - $1.98M
|
255K
$12.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
38.3K+ 5.96% |
$1.74M - $1.85M
|
680K
$32.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
37.7K+ 34.74% |
$1.72M - $1.82M
|
146K
$6.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
34.3KNew |
$1.56M - $1.66M
|
34.3K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
27K+ 18.4% |
$1.23M - $1.31M
|
174K
$8.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 2.53% |
$662K - $704K
|
591K
$28.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
12.2K+ 93.32% |
$556K - $591K
|
25.3K
$1.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
7.78K+ 30.53% |
$354K - $376K
|
33.3K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.74K+ 28.23% |
$261K - $277K
|
26.1K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.97K+ 19.28% |
$180K - $192K
|
24.6K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.43K+ 5.31% |
$156K - $165K
|
67.9K
$3.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 5.73% |
$117K - $125K
|
47.6K
$2.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.46K+ 6.23% |
$112K - $119K
|
41.8K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12K+ 15.95% |
$96.3K - $102K
|
15.4K
$731K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.92K+ 3.34% |
$87.1K - $92.6K
|
59.3K
$2.81M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.83K+ 4.85% |
$83.1K - $88.4K
|
39.5K
$1.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.81K+ 1.06% |
$82.2K - $87.3K
|
173K
$8.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.55K+ 5.16% |
$70.4K - $74.8K
|
31.6K
$1.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.4K+ 3.73% |
$63.6K - $67.6K
|
39K
$1.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.12K+ 7.12% |
$50.9K - $54.1K
|
16.8K
$799K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.11K+ 3.4% |
$50.4K - $53.5K
|
33.7K
$1.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
868+ 9.96% |
$39.5K - $41.9K
|
9.58K
$455K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
709+ 11.84% |
$32.2K - $34.3K
|
6.7K
$318K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
580+ 3.89% |
$26.4K - $28K
|
15.5K
$734K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
579+ 134.97% |
$26.3K - $28K
|
1.01K
$47.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
567+ 0.8% |
$25.8K - $27.4K
|
71.8K
$3.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
558+ 3.2% |
$25.4K - $27K
|
18K
$855K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
489+ 9.4% |
$22.2K - $23.6K
|
5.69K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
469+ 5.6% |
$21.3K - $22.7K
|
8.85K
$420K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
313+ 0.4% |
$14.2K - $15.1K
|
78.6K
$3.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
311+ 2.24% |
$14.1K - $15K
|
14.2K
$673K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
300+ 0.16% |
$13.6K - $14.5K
|
190K
$9.01M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
272+ 3.16% |
$12.4K - $13.1K
|
8.87K
$421K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
252+ 3.3% |
$11.5K - $12.2K
|
7.89K
$374K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
240+ 0.56% |
$10.9K - $11.6K
|
43.4K
$2.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
213+ 4.51% |
$9.68K - $10.3K
|
4.93K
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
129New |
$5.86K - $6.23K
|
129
$6.12K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
57+ 1.12% |
$2.59K - $2.75K
|
5.14K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 0.78% |
$1.68K - $1.79K
|
4.77K
$226K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
36+ 0.05% |
$1.64K - $1.74K
|
73.4K
$3.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 0.45% |
$1.27K - $1.35K
|
6.25K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3+ 0.02% |
$136 - $145
|
12.4K
$590K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.08% |
$90.9 - $96.6
|
2.53K
$120K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$90.9 - $96.6
|
6.67K
$316K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-9- 0.17% |
$409 - $435
|
5.3K
$252K
|
|