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 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.24K+ 13.3% |
$52.8K - $58K
|
10.5K
$500K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-14.8K- 24.57% |
$631K - $693K
|
45.4K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 1.56% |
$45.4K - $50K
|
69.2K
$3.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42.1K- 14.1% |
$1.8M - $1.97M
|
256K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-30.6K- 13.97% |
$1.3M - $1.43M
|
188K
$8.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
681+ 4.8% |
$29.1K - $31.9K
|
14.9K
$706K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 0.68% |
$770K - $846K
|
2.69M
$128M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
6.84KNew |
$292K - $321K
|
6.84K
$325K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-25- 0.56% |
$1.07K - $1.17K
|
4.44K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
3K+ 2.55% |
$128K - $141K
|
121K
$5.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.87K+ 5.94% |
$123K - $135K
|
51.2K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22.5K+ 41.6% |
$959K - $1.05M
|
76.5K
$3.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.59K- 13.59% |
$153K - $168K
|
22.8K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.49K+ 2.03% |
$192K - $211K
|
226K
$10.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 4.44% |
$58.3K - $64.1K
|
32.2K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-2.45K- 7.38% |
$104K - $115K
|
30.7K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.1K+ 299.51% |
$728K - $801K
|
22.8K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
308K+ 3017.73% |
$13.2M - $14.5M
|
319K
$15.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
20.9K+ 36.39% |
$893K - $981K
|
78.4K
$3.72M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-20.9K- 93.21% |
$893K - $982K
|
1.53K
$72.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 4.54% |
$626K - $688K
|
308K
$14.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
705+ 0.17% |
$30.1K - $33.1K
|
417K
$19.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.94K+ 2.67% |
$296K - $325K
|
266K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.16K- 2.88% |
$135K - $148K
|
106K
$5.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.71% |
$1.49K - $1.64K
|
4.91K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.24K+ 3.06% |
$266K - $293K
|
210K
$9.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
783+ 3.54% |
$33.4K - $36.7K
|
22.9K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-253- 0.87% |
$10.8K - $11.9K
|
28.8K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-62- 0.07% |
$2.65K - $2.91K
|
85.6K
$4.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.57K+ 9.34% |
$152K - $168K
|
41.8K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
2.11K+ 1.83% |
$90K - $99K
|
117K
$5.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.87K- 6.02% |
$250K - $275K
|
91.7K
$4.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-156- 0.92% |
$6.66K - $7.32K
|
16.8K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
20.1K+ 12.26% |
$858K - $944K
|
184K
$8.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.96K+ 22.65% |
$126K - $139K
|
16K
$761K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
40.8KNew |
$1.74M - $1.91M
|
40.8K
$1.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-586- 77.51% |
$25K - $27.5K
|
170
$8.07K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-340- 71.73% |
$14.5K - $15.9K
|
134
$6.36K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.22K- 0.64% |
$223K - $245K
|
805K
$38.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-130K- 80.13% |
$5.54M - $6.09M
|
32.2K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.92K- 15.68% |
$125K - $137K
|
15.7K
$745K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-335- 4.78% |
$14.3K - $15.7K
|
6.67K
$317K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.3KNew |
$651K - $716K
|
15.3K
$724K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.14K- 1.53% |
$48.7K - $53.6K
|
73.5K
$3.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.06% |
$299 - $328
|
12.3K
$582K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-24- 0.3% |
$1.02K - $1.13K
|
8.03K
$381K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
12.2KNew |
$519K - $571K
|
12.2K
$577K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13.7K+ 40.73% |
$587K - $645K
|
47.5K
$2.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.42K+ 4.06% |
$60.8K - $66.8K
|
36.5K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8.19K+ 4.08% |
$349K - $384K
|
209K
$9.91M
|
|