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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$42.7 - $46.9
|
6.52K
$310K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-19- 6.93% |
$811 - $891
|
255
$12.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-360- 4.18% |
$15.4K - $16.9K
|
8.25K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.49KNew |
$106K - $117K
|
2.49K
$118K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.74K+ 5.53% |
$117K - $129K
|
52.4K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10.5K+ 5.65% |
$449K - $494K
|
197K
$9.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.32K+ 7.19% |
$185K - $203K
|
64.5K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.55K- 79.91% |
$109K - $119K
|
640
$30.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
25+ 0.7% |
$1.07K - $1.17K
|
3.58K
$170K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.49K+ 1.25% |
$149K - $164K
|
282K
$13.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.11K- 5.08% |
$218K - $240K
|
95.5K
$4.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
210+ 1.1% |
$8.96K - $9.85K
|
19.4K
$920K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-733- 6.07% |
$31.3K - $34.4K
|
11.3K
$538K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-203K- 20.39% |
$8.67M - $9.54M
|
794K
$37.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-52.9K- 88.95% |
$2.26M - $2.48M
|
6.58K
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-476- 1.1% |
$20.3K - $22.3K
|
42.6K
$2.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7K+ 99.09% |
$713K - $784K
|
33.6K
$1.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-9.35K- 9.14% |
$399K - $439K
|
92.9K
$4.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.48K+ 7.6% |
$62.9K - $69.2K
|
20.9K
$991K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.23K+ 4.56% |
$223K - $245K
|
120K
$5.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.32KNew |
$312K - $343K
|
7.32K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-338- 3.24% |
$14.4K - $15.9K
|
10.1K
$479K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-504- 5.18% |
$21.5K - $23.6K
|
9.22K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-162- 1.07% |
$6.91K - $7.6K
|
14.9K
$707K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-131- 1.2% |
$5.59K - $6.15K
|
10.8K
$512K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.55K+ 2.16% |
$109K - $120K
|
121K
$5.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
80+ 0.36% |
$3.41K - $3.75K
|
22.6K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.62K+ 1.53% |
$69K - $75.8K
|
107K
$5.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.55K- 4.1% |
$109K - $120K
|
59.6K
$2.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-298- 1.33% |
$12.7K - $14K
|
22.1K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
21+ 0.05% |
$896 - $985
|
40K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.3K- 2.08% |
$269K - $296K
|
296K
$14M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
847New |
$36.1K - $39.7K
|
847
$40.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-553- 2.0% |
$23.6K - $25.9K
|
27.1K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
112K+ 31.29% |
$4.79M - $5.26M
|
471K
$22.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
22.2K+ 5.75% |
$947K - $1.04M
|
408K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.55K- 7.48% |
$237K - $260K
|
68.5K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.4K- 5.81% |
$145K - $159K
|
55.1K
$2.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-182- 0.23% |
$7.77K - $8.54K
|
77.4K
$3.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-862- 2.87% |
$36.8K - $40.4K
|
29.2K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.68K+ 5.52% |
$71.6K - $78.7K
|
32.1K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-281- 0.69% |
$12K - $13.2K
|
40.5K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-4.6K- 10.86% |
$196K - $216K
|
37.7K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-1- 3.57% |
$42.7 - $46.9
|
27
$1.28K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.97K- 3.01% |
$127K - $139K
|
95.7K
$4.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.77K+ 2.7% |
$75.4K - $82.9K
|
67.1K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
37.5K+ 13.97% |
$1.6M - $1.76M
|
306K
$14.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.43K+ 20.22% |
$60.9K - $67K
|
8.49K
$403K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.86K- 7.61% |
$79.4K - $87.3K
|
22.6K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-294- 0.5% |
$12.5K - $13.8K
|
58.2K
$2.76M
|
|