Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-59- 0.12% |
$2.68K - $2.85K
|
49.2K
$2.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
240+ 0.56% |
$10.9K - $11.6K
|
43.4K
$2.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
57+ 1.12% |
$2.59K - $2.75K
|
5.14K
$244K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-633- 6.98% |
$28.8K - $30.6K
|
8.43K
$400K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-9- 0.17% |
$409 - $435
|
5.3K
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.73K- 8.88% |
$78.5K - $83.4K
|
17.7K
$841K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.4K- 71.83% |
$743K - $790K
|
6.42K
$304K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-125- 0.34% |
$5.68K - $6.04K
|
36.9K
$1.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13.3K- 14.91% |
$602K - $640K
|
75.6K
$3.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.4K+ 3.73% |
$63.6K - $67.6K
|
39K
$1.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-152- 1.46% |
$6.91K - $7.34K
|
10.3K
$487K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-792- 5.32% |
$36K - $38.3K
|
14.1K
$669K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.55K+ 5.16% |
$70.4K - $74.8K
|
31.6K
$1.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-385K- 42.96% |
$17.5M - $18.6M
|
511K
$24.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-123- 0.47% |
$5.59K - $5.94K
|
26.2K
$1.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41K+ 19.15% |
$1.86M - $1.98M
|
255K
$12.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 0.78% |
$1.68K - $1.79K
|
4.77K
$226K
|
|
|
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
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.43K+ 5.31% |
$156K - $165K
|
67.9K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-215- 3.0% |
$9.77K - $10.4K
|
6.94K
$329K
|
|
|
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
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-34.7K- 9.25% |
$1.57M - $1.67M
|
340K
$16.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
311+ 2.24% |
$14.1K - $15K
|
14.2K
$673K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
59.7K+ 21.48% |
$2.72M - $2.89M
|
338K
$16M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 0.25% |
$909 - $966
|
7.88K
$374K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-349- 5.3% |
$15.9K - $16.9K
|
6.24K
$296K
|
|
|
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
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12K+ 15.95% |
$96.3K - $102K
|
15.4K
$731K
|
|
|
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
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
489+ 9.4% |
$22.2K - $23.6K
|
5.69K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.81K+ 1.06% |
$82.2K - $87.3K
|
173K
$8.21M
|
|
|
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 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.46K+ 6.23% |
$112K - $119K
|
41.8K
$1.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.62K- 0.26% |
$73.6K - $78.2K
|
620K
$29.4M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
272+ 3.16% |
$12.4K - $13.1K
|
8.87K
$421K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 0.08% |
$90.9 - $96.6
|
2.53K
$120K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-799- 9.53% |
$36.3K - $38.6K
|
7.58K
$360K
|
|
|
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
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.93K- 2.54% |
$179K - $190K
|
151K
$7.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.74K+ 28.23% |
$261K - $277K
|
26.1K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.6K- 2.17% |
$800K - $850K
|
793K
$37.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
129New |
$5.86K - $6.23K
|
129
$6.12K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.97K+ 19.28% |
$180K - $192K
|
24.6K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
868+ 9.96% |
$39.5K - $41.9K
|
9.58K
$455K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-574- 9.57% |
$26.1K - $27.7K
|
5.42K
$257K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 29.29% |
$893K - $949K
|
47.4K
$2.25M
|
|
|
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
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 5.73% |
$117K - $125K
|
47.6K
$2.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3+ 0.02% |
$136 - $145
|
12.4K
$590K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.69K- 1.54% |
$76.7K - $81.5K
|
108K
$5.11M
|
|