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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
51New |
$2.18K - $2.39K
|
51
$2.42K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.58K- 42.09% |
$409K - $450K
|
13.2K
$626K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.14K+ 80.65% |
$177K - $194K
|
9.28K
$440K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-235- 0.49% |
$10K - $11K
|
47.6K
$2.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
717+ 9.28% |
$30.6K - $33.6K
|
8.45K
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.1KNew |
$433K - $476K
|
10.1K
$481K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.21K- 1.43% |
$51.4K - $56.5K
|
83.1K
$3.94M
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
SELL
|
- |
-342- 1.96% |
$14.6K - $16K
|
17.1K
$811K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-810- 1.39% |
$34.6K - $38K
|
57.5K
$2.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.74MNew |
$117M - $129M
|
2.74M
$130M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
616+ 9.9% |
$26.3K - $28.9K
|
6.84K
$324K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
85New |
$3.63K - $3.99K
|
85
$4.03K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-95- 0.42% |
$4.05K - $4.46K
|
22.5K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-71- 0.8% |
$3.03K - $3.33K
|
8.82K
$418K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.2K+ 10.81% |
$179K - $197K
|
43.1K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.74K+ 1.03% |
$74.2K - $81.6K
|
171K
$8.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-635- 5.87% |
$27.1K - $29.8K
|
10.2K
$483K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-155- 4.28% |
$6.61K - $7.27K
|
3.46K
$164K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-52- 0.76% |
$2.22K - $2.44K
|
6.75K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.47K+ 11.76% |
$234K - $257K
|
52K
$2.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.2K+ 38.54% |
$436K - $479K
|
36.7K
$1.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$469 - $516
|
11
$522
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-42.3K- 33.19% |
$1.81M - $1.99M
|
85.2K
$4.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
71.4K+ 305.47% |
$3.05M - $3.35M
|
94.7K
$4.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-220- 2.05% |
$9.39K - $10.3K
|
10.5K
$500K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.3KNew |
$269K - $296K
|
6.3K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-177- 0.25% |
$7.55K - $8.3K
|
70.4K
$3.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.99K+ 3.73% |
$256K - $281K
|
167K
$7.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.38K- 8.05% |
$272K - $299K
|
72.9K
$3.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 12.82% |
$149K - $164K
|
30.8K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
74+ 18.78% |
$3.16K - $3.47K
|
468
$22.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.36KNew |
$186K - $204K
|
4.36K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
53.1K+ 1.67% |
$2.27M - $2.49M
|
3.24M
$154M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-12.4K- 3.46% |
$531K - $584K
|
348K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-564- 3.44% |
$24.1K - $26.5K
|
15.8K
$751K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.29K+ 6.1% |
$226K - $248K
|
92K
$4.36M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-41.9K- 13.3% |
$1.79M - $1.97M
|
273K
$13M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
2.83K+ 19.6% |
$121K - $133K
|
17.3K
$820K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.38K- 1.18% |
$59K - $64.9K
|
116K
$5.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.95K- 2.31% |
$83.3K - $91.6K
|
82.6K
$3.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$140K - $154K
|
3.29K
$156K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
119K+ 6.0% |
$5.09M - $5.59M
|
2.1M
$99.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.29K+ 3.38% |
$54.9K - $60.3K
|
39.3K
$1.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-920- 1.75% |
$39.3K - $43.2K
|
51.5K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 3.32% |
$81.5K - $89.6K
|
55.7K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
429New |
$18.3K - $20.1K
|
429
$20.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
321+ 20.36% |
$13.7K - $15.1K
|
1.9K
$90.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 15.87% |
$95.8K - $105K
|
16.4K
$778K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
3.85K+ 17.27% |
$164K - $180K
|
26.1K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$42.7 - $46.9
|
6.52K
$310K
|
|