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 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.05K+ 8.9% |
$44.8K - $49.2K
|
12.8K
$609K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.07K+ 1.69% |
$45.8K - $50.4K
|
64.8K
$3.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
325+ 1.09% |
$13.9K - $15.2K
|
30.2K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
106+ 4.13% |
$4.52K - $4.97K
|
2.67K
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-669- 7.12% |
$28.5K - $31.4K
|
8.73K
$414K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
139+ 0.33% |
$5.93K - $6.52K
|
42.1K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-56.4K- 16.17% |
$2.41M - $2.64M
|
292K
$13.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-345- 0.3% |
$14.7K - $16.2K
|
114K
$5.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-55- 0.66% |
$2.35K - $2.58K
|
8.24K
$391K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
977+ 6.46% |
$41.7K - $45.8K
|
16.1K
$764K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.61K- 14.82% |
$154K - $169K
|
20.8K
$985K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-600- 0.88% |
$25.6K - $28.1K
|
67.6K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.21K+ 604.5% |
$51.6K - $56.7K
|
1.41K
$66.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
127KNew |
$5.4M - $5.94M
|
127K
$6.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
9.63K+ 2.31% |
$411K - $452K
|
426K
$20.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.07K- 25.3% |
$216K - $238K
|
15K
$710K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
983+ 5.09% |
$41.9K - $46.1K
|
20.3K
$964K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58.9K+ 17.63% |
$2.51M - $2.76M
|
393K
$18.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07M+ 142.22% |
$45.5M - $50M
|
1.82M
$86.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
715+ 2.73% |
$30.5K - $33.5K
|
26.9K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.69KNew |
$72.2K - $79.3K
|
1.69K
$80.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 1.2% |
$2.47K - $2.72K
|
4.9K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 32.45% |
$96.7K - $106K
|
9.25K
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-162- 0.01% |
$6.91K - $7.6K
|
1.14M
$54.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$42.7 - $46.9
|
154K
$7.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.67K- 7.66% |
$242K - $266K
|
68.4K
$3.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
29.3K+ 118.48% |
$1.25M - $1.38M
|
54.1K
$2.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.8K+ 6.02% |
$1.7M - $1.87M
|
702K
$33.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2K- 2.27% |
$85.4K - $93.9K
|
86K
$4.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-35- 0.32% |
$1.49K - $1.64K
|
11K
$520K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-2.23K- 6.6% |
$94.9K - $104K
|
31.5K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
32.3KNew |
$1.38M - $1.51M
|
32.3K
$1.53M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-183- 1.13% |
$7.81K - $8.58K
|
16K
$760K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-284- 1.11% |
$12.1K - $13.3K
|
25.3K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.27K+ 36.74% |
$395K - $435K
|
34.5K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-275- 1.02% |
$11.7K - $12.9K
|
26.7K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-2.88K- 1.79% |
$123K - $135K
|
158K
$7.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.48K- 6.77% |
$63K - $69.2K
|
20.3K
$964K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-177- 1.51% |
$7.55K - $8.3K
|
11.5K
$546K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.76K- 4.46% |
$74.9K - $82.3K
|
37.6K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.6K+ 1.32% |
$154K - $169K
|
276K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.72K- 12.59% |
$244K - $268K
|
39.7K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.2KNew |
$222K - $244K
|
5.2K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
155+ 0.5% |
$6.61K - $7.27K
|
31.5K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
681+ 0.9% |
$29.1K - $31.9K
|
76.6K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
86K+ 286.79% |
$3.67M - $4.03M
|
116K
$5.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
51.4K+ 19.42% |
$2.19M - $2.41M
|
316K
$15M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-30.7K- 51.69% |
$1.31M - $1.44M
|
28.7K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
117K+ 8.49% |
$5.01M - $5.51M
|
1.5M
$71.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 9.72% |
$112K - $124K
|
29.8K
$1.41M
|
|