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 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.45K+ 5.12% |
$61.7K - $67.9K
|
29.7K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.81K+ 25.64% |
$291K - $320K
|
33.4K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
465+ 0.4% |
$19.8K - $21.8K
|
116K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
250+ 1.44% |
$10.7K - $11.7K
|
17.6K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
178New |
$7.6K - $8.35K
|
178
$8.45K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-693K- 30.61% |
$29.6M - $32.5M
|
1.57M
$74.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
14.7K+ 11.25% |
$626K - $688K
|
145K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.34K+ 22.96% |
$185K - $204K
|
23.3K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.7K+ 8.7% |
$497K - $547K
|
146K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
344+ 6.32% |
$14.7K - $16.1K
|
5.79K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
25.4K+ 9.07% |
$1.09M - $1.19M
|
306K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
39.9KNew |
$1.7M - $1.87M
|
39.9K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 13.6% |
$56.5K - $62.1K
|
11.1K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
145K+ 23.37% |
$6.18M - $6.8M
|
765K
$36.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
460+ 147.91% |
$19.6K - $21.6K
|
771
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-1.17K- 1.34% |
$50K - $54.9K
|
86.1K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-4.57K- 5.0% |
$195K - $214K
|
86.8K
$4.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.72KNew |
$73.5K - $80.8K
|
1.72K
$81.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-107- 0.24% |
$4.57K - $5.02K
|
44.8K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-139- 39.04% |
$5.93K - $6.52K
|
217
$10.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
246+ 1.82% |
$10.5K - $11.5K
|
13.7K
$652K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-145- 1.98% |
$6.19K - $6.8K
|
7.18K
$341K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-1.29K- 1.42% |
$54.9K - $60.3K
|
89.3K
$4.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$70.3K - $77.3K
|
1.65K
$78.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
29.6K+ 184.74% |
$1.26M - $1.39M
|
45.6K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.3KNew |
$354K - $390K
|
8.3K
$394K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
805+ 6.79% |
$34.3K - $37.8K
|
12.7K
$601K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53.8K+ 8.94% |
$2.29M - $2.52M
|
655K
$31.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.13K+ 3.44% |
$48.1K - $52.9K
|
33.9K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.92K+ 2.53% |
$338K - $371K
|
321K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.49K+ 92.47% |
$362K - $398K
|
17.7K
$838K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
858+ 3.48% |
$36.6K - $40.2K
|
25.5K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.4K- 12.53% |
$59.7K - $65.6K
|
9.76K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.8K+ 2.37% |
$1.82M - $2.01M
|
1.85M
$87.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
198K+ 12.68% |
$8.45M - $9.29M
|
1.76M
$83.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-41.6K- 10.67% |
$1.78M - $1.95M
|
349K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.15K+ 9.01% |
$134K - $148K
|
38.1K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
455+ 2.35% |
$19.4K - $21.3K
|
19.8K
$941K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.2K- 65.69% |
$93.9K - $103K
|
1.15K
$54.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-63.7K- 3.49% |
$2.72M - $2.99M
|
1.76M
$83.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
477+ 1.15% |
$20.4K - $22.4K
|
42.1K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20.3K- 2.59% |
$867K - $954K
|
766K
$36.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$42.7 - $46.9
|
31.1K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-246- 0.7% |
$10.5K - $11.5K
|
34.7K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
9.7K+ 20.95% |
$414K - $455K
|
56K
$2.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.53K- 6.0% |
$108K - $118K
|
39.6K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-315- 6.47% |
$13.4K - $14.8K
|
4.56K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42.3K- 5.59% |
$1.81M - $1.99M
|
715K
$33.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
80+ 0.69% |
$3.41K - $3.75K
|
11.6K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.38K- 12.52% |
$358K - $393K
|
58.6K
$2.78M
|
|