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 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-679- 11.79% |
$29K - $31.9K
|
5.08K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 7.48% |
$431K - $474K
|
145K
$6.89M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
586+ 10.85% |
$25K - $27.5K
|
5.99K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.63K+ 3.22% |
$69.4K - $76.3K
|
52.1K
$2.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.8K- 4.64% |
$76.8K - $84.5K
|
37K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
790+ 0.87% |
$33.7K - $37.1K
|
91.3K
$4.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-379- 6.52% |
$16.2K - $17.8K
|
5.43K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.02K+ 12.76% |
$43.4K - $47.7K
|
8.99K
$426K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.43K- 0.92% |
$61K - $67K
|
154K
$7.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
316+ 2.85% |
$13.5K - $14.8K
|
11.4K
$542K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
835+ 2.77% |
$35.6K - $39.2K
|
31K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
885+ 0.86% |
$37.8K - $41.5K
|
104K
$4.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.21K- 3.37% |
$180K - $197K
|
121K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-30.5K- 10.26% |
$1.3M - $1.43M
|
267K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-19.1K- 3.48% |
$815K - $895K
|
529K
$25.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-66- 55.46% |
$2.82K - $3.1K
|
53
$2.51K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
104New |
$4.44K - $4.88K
|
104
$4.93K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.94K- 47.4% |
$296K - $325K
|
7.7K
$365K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
288K+ 1260.98% |
$12.3M - $13.5M
|
311K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
626New |
$26.7K - $29.4K
|
626
$29.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-63- 0.65% |
$2.69K - $2.96K
|
9.58K
$454K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.78K- 5.23% |
$332K - $365K
|
141K
$6.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7.94K+ 153.52% |
$339K - $372K
|
13.1K
$622K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-287- 1.18% |
$12.2K - $13.5K
|
24K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
94+ 28.06% |
$4.01K - $4.41K
|
429
$20.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-513- 2.4% |
$21.9K - $24.1K
|
20.9K
$992K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.3K+ 4.0% |
$1.04M - $1.14M
|
632K
$30M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.75K+ 30.42% |
$203K - $223K
|
20.4K
$966K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
45.1K+ 14.4% |
$1.92M - $2.12M
|
358K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-1.22K- 4.47% |
$51.8K - $57K
|
26K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.3K+ 28.75% |
$823K - $905K
|
86.4K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.34K- 2.58% |
$143K - $157K
|
126K
$5.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
415New |
$17.7K - $19.5K
|
415
$19.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
595+ 7.5% |
$25.4K - $27.9K
|
8.53K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-344- 1.35% |
$14.7K - $16.1K
|
25.1K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
578+ 4.1% |
$24.7K - $27.1K
|
14.7K
$696K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
93+ 0.82% |
$3.97K - $4.36K
|
11.5K
$544K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
549+ 0.11% |
$23.4K - $25.8K
|
512K
$24.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-464- 1.61% |
$19.8K - $21.8K
|
28.4K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.5K+ 23.29% |
$4.25M - $4.67M
|
527K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
21.8K+ 34.18% |
$930K - $1.02M
|
85.6K
$4.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-492- 2.05% |
$21K - $23.1K
|
23.5K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-64- 50.0% |
$2.73K - $3K
|
64
$3.04K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-200- 1.06% |
$8.53K - $9.38K
|
18.6K
$884K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
112+ 0.95% |
$4.78K - $5.25K
|
11.9K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-490- 9.41% |
$20.9K - $23K
|
4.72K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-686- 4.85% |
$29.3K - $32.2K
|
13.5K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-33- 0.28% |
$1.41K - $1.55K
|
11.7K
$554K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
242+ 0.39% |
$10.3K - $11.4K
|
61.8K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-341- 1.26% |
$14.6K - $16K
|
26.7K
$1.27M
|
|