Steward Partners Investment Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 31,757 shares of SPEM stock, worth $1.51 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,757

Previous 30,178 5.23%

Holding current value

$1.51 Million

Previous $1.29 Million 15.28%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$42.67 - $46.91 $67,375 - $74,070	1,579 Added 5.23%	31,757 $1.49 Million
Q2 2025 Aug 12, 2025	BUY	$34.72 - $42.74 $83,640 - $102,960	2,409 Added 8.68%	30,178 $1.29 Million
Q1 2025 May 13, 2025	BUY	$37.07 - $40.63 $93,008 - $101,940	2,509 Added 9.93%	27,769 $1.09 Million
Q4 2024 Feb 06, 2025	SELL	$38.37 - $42.82 $77,392 - $86,367	-2,017 Reduced 7.39%	25,260 $969,000
Q3 2024 Nov 14, 2024	BUY	$36.02 - $41.68 $23,989 - $27,758	666 Added 2.5%	27,277 $1.13 Million

Q2 2024 Aug 08, 2024	BUY	$35.3 - $38.79 $66,187 - $72,731	1,875 Added 7.58%	26,611 $1 Million
Q1 2024 May 15, 2024	BUY	$33.69 - $36.47 $244,286 - $264,443	7,251 Added 41.47%	24,736 $895,000
Q4 2023 Feb 12, 2024	SELL	$32.26 - $35.46 $2,354 - $2,588	-73 Reduced 0.42%	17,485 $619,000
Q3 2023 Nov 13, 2023	SELL	$33.36 - $36.37 $15,712 - $17,130	-471 Reduced 2.61%	17,558 $589,000
Q2 2023 Aug 14, 2023	BUY	$33.2 - $35.75 $3,917 - $4,218	118 Added 0.66%	18,029 $619,000
Q1 2023 May 15, 2023	BUY	$32.49 - $36.44 $34,699 - $38,917	1,068 Added 6.34%	17,911 $611,000
Q4 2022 Feb 15, 2023	BUY	$30.18 - $34.51 $29,848 - $34,130	989 Added 6.24%	16,843 $555,000
Q3 2022 Nov 10, 2022	SELL	$31.04 - $35.55 $18,344 - $21,010	-591 Reduced 3.59%	15,854 $492,000
Q2 2022 Aug 04, 2022	BUY	$33.85 - $40.03 $68,106 - $80,540	2,012 Added 13.94%	16,445 $572,000
Q1 2022 May 02, 2022	BUY	$35.69 - $43.02 $50,893 - $61,346	1,426 Added 10.96%	14,433 $558,000
Q4 2021 Feb 08, 2022	BUY	$40.07 - $44.51 $10,297 - $11,439	257 Added 2.02%	13,007 $540,000
Q3 2021 Nov 12, 2021	BUY	$41.44 - $45.27 $30,499 - $33,318	736 Added 6.13%	12,750 $542,000
Q2 2021 Aug 13, 2021	BUY	$42.87 - $46.35 $44,799 - $48,435	1,045 Added 9.53%	12,014 $547,000
Q1 2021 May 14, 2021	BUY	$42.41 - $47.37 $5,301 - $5,921	125 Added 1.15%	10,969 $0
Q4 2020 Feb 11, 2021	BUY	$36.44 - $42.49 $45,331 - $52,857	1,244 Added 12.96%	10,844 $457,000
Q3 2020 Oct 30, 2020	BUY	$33.84 - $37.9 $26,022 - $29,145	769 Added 8.71%	9,600 $351,000
Q2 2020 Aug 06, 2020	BUY	$27.38 - $34.3 $5,749 - $7,202	210 Added 2.44%	8,831 $295,000
Q1 2020 Apr 29, 2020	BUY	$25.76 - $38.65 $6,826 - $10,242	265 Added 3.17%	8,621 $245,000
Q4 2019 Jan 17, 2020	BUY	$33.84 - $38.03 $219,756 - $246,966	6,494 Added 348.76%	8,356 $314,000
Q3 2019 Oct 30, 2019	BUY	$34.28 - $35.36 $56,596 - $58,379	1,651 Added 782.46%	1,862 $63,000
Q2 2019 Jul 25, 2019	BUY	N/A	211 New	211 $7,000
Q4 2018 Jan 15, 2019	SELL	N/A	-837 Closed	0 $0
Q2 2018 Jul 20, 2018	SELL	N/A	-1,696 Reduced 66.96%	837 $30,000
Q1 2018 Apr 20, 2018	BUY	N/A	1,648 Added 186.21%	2,533 $99,000
Q4 2017 Jan 19, 2018	BUY	N/A	611 Added 222.99%	885 $33,000
Q3 2017 Nov 22, 2017	BUY	N/A	252 Added 1145.45%	274 $19,000
Q2 2017 Nov 22, 2017	BUY	N/A	22	22 $1,000

Others Institutions Holding SPEM

# of Institutions

1,003

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Steward Partners Investment Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History