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 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 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
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-254- 1.65% |
$11.5K - $12.3K
|
15.1K
$717K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
27K+ 18.4% |
$1.23M - $1.31M
|
174K
$8.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 0.45% |
$1.27K - $1.35K
|
6.25K
$297K
|
|
|
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
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.83K- 2.65% |
$265K - $282K
|
215K
$10.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.54K- 2.73% |
$70.1K - $74.5K
|
54.9K
$2.61M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.01K- 14.57% |
$91.4K - $97.2K
|
11.8K
$560K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
558+ 3.2% |
$25.4K - $27K
|
18K
$855K
|
|
|
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 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
37.7K+ 34.74% |
$1.72M - $1.82M
|
146K
$6.95M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 2.53% |
$662K - $704K
|
591K
$28.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
7.78K+ 30.53% |
$354K - $376K
|
33.3K
$1.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
38.3K+ 5.96% |
$1.74M - $1.85M
|
680K
$32.3M
|
|