Purchases and Sales Made in Q4 2025 in Spdr Ser Tr Spdr S&P Metals & (XME)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Metals & (XME) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P METALS & .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
79.8KNew |
$7.19M - $8.69M
|
79.8K
$7.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
42.5K+ 88.08% |
$3.83M - $4.63M
|
90.8K
$8.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
27.8KNew |
$2.5M - $3.02M
|
27.8K
$2.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.3KNew |
$2.1M - $2.54M
|
23.3K
$2.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.9KNew |
$2.06M - $2.49M
|
22.9K
$2.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.6KNew |
$2.03M - $2.46M
|
22.6K
$2.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 122.51% |
$1.02M - $1.23M
|
20.5K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10K+ 60.88% |
$904K - $1.09M
|
26.5K
$2.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.63KNew |
$597K - $722K
|
6.63K
$609K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.38KNew |
$575K - $695K
|
6.38K
$586K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.58KNew |
$323K - $390K
|
3.58K
$329K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.58K+ 92.72% |
$233K - $282K
|
5.37K
$493K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.3K+ 8.16% |
$207K - $251K
|
30.5K
$2.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.17KNew |
$196K - $237K
|
2.17K
$200K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
2.14KNew |
$193K - $234K
|
2.14K
$197K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.1KNew |
$189K - $229K
|
2.1K
$193K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.98KNew |
$178K - $215K
|
1.98K
$181K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 4.07% |
$137K - $166K
|
38.9K
$3.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 20.25% |
$120K - $145K
|
7.92K
$728K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 19.61% |
$108K - $131K
|
7.32K
$672K
|
|
|
Jan 21, 2026
Q4 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.15K+ 0.12% |
$104K - $125K
|
974K
$89.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
936+ 70.59% |
$84.3K - $102K
|
2.26K
$208K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
BUY
|
- |
935+ 8.66% |
$84.2K - $102K
|
11.7K
$1.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
790+ 0.72% |
$71.2K - $86.1K
|
111K
$10.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
768+ 34.94% |
$69.2K - $83.7K
|
2.97K
$272K
|
|
|
Jan 20, 2026
Q4 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
750New |
$67.6K - $81.7K
|
750
$68.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
695+ 4.0% |
$62.6K - $75.7K
|
18.1K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
562+ 88.23% |
$50.6K - $61.2K
|
1.2K
$110K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
304New |
$27.4K - $33.1K
|
304
$27.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
268+ 9.24% |
$24.1K - $29.2K
|
3.17K
$291K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
242New |
$21.8K - $26.4K
|
242
$22.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52+ 1.3% |
$4.68K - $5.66K
|
4.06K
$373K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 3.5% |
$3.42K - $4.14K
|
1.13K
$103K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
27New |
$2.43K - $2.94K
|
27
$2.48K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22+ 0.54% |
$1.98K - $2.4K
|
4.11K
$377K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$1.35K - $1.63K
|
15
$1.38K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11New |
$991 - $1.2K
|
11
$1.01K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17- 0.03% |
$1.53K - $1.85K
|
53.2K
$4.88M
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-93- 0.29% |
$8.38K - $10.1K
|
32.3K
$2.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-175- 0.29% |
$15.8K - $19.1K
|
61.2K
$5.62M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-205- 1.25% |
$18.5K - $22.3K
|
16.2K
$1.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 76.92% |
$45K - $54.5K
|
150
$13.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-881- 30.35% |
$79.4K - $96K
|
2.02K
$186K
|
|
|
Jan 21, 2026
Q4 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.27K- 53.28% |
$114K - $138K
|
1.11K
$102K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.42K- 5.93% |
$128K - $154K
|
22.5K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 2.07% |
$143K - $172K
|
75K
$6.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-1.63K- 49.57% |
$147K - $178K
|
1.66K
$152K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.51K- 23.22% |
$226K - $273K
|
8.29K
$761K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.59K- 39.53% |
$323K - $391K
|
5.49K
$504K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-4.01K- 56.55% |
$361K - $437K
|
3.08K
$283K
|
|