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 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.48K+ 0.76% |
$191K - $210K
|
590K
$28M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.18K- 2.03% |
$50.4K - $55.4K
|
56.9K
$2.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-37.2K- 58.4% |
$1.59M - $1.74M
|
26.5K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-329- 7.21% |
$14K - $15.4K
|
4.24K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-507- 9.75% |
$21.6K - $23.8K
|
4.69K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
809+ 10.82% |
$34.5K - $38K
|
8.29K
$393K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-44.5K- 6.94% |
$1.9M - $2.09M
|
596K
$28.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
284+ 24.07% |
$12.1K - $13.3K
|
1.46K
$69.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.52K+ 40.14% |
$364K - $400K
|
29.8K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37.7K+ 10.13% |
$1.61M - $1.77M
|
410K
$19.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.32K+ 6.49% |
$56.5K - $62.1K
|
21.7K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-500- 10.22% |
$21.3K - $23.5K
|
4.39K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-360- 2.22% |
$15.4K - $16.9K
|
15.9K
$752K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
3.17KNew |
$135K - $148K
|
3.17K
$150K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24.1K+ 27.33% |
$1.03M - $1.13M
|
112K
$5.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
5.96K+ 3.11% |
$254K - $280K
|
197K
$9.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
29.1K+ 4.28% |
$1.24M - $1.37M
|
710K
$33.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.3K+ 5.7% |
$440K - $483K
|
191K
$9.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.22K- 24.11% |
$94.6K - $104K
|
6.98K
$331K
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 0.58% |
$59.3K - $65.2K
|
239K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.07K- 2.8% |
$174K - $191K
|
142K
$6.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
589+ 2031.03% |
$25.1K - $27.6K
|
618
$29.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.5K+ 62.57% |
$534K - $587K
|
32.5K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
463K+ 7.13% |
$19.7M - $21.7M
|
6.95M
$330M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.84KNew |
$249K - $274K
|
5.84K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-128- 4.75% |
$5.46K - $6K
|
2.57K
$122K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
323+ 5.59% |
$13.8K - $15.2K
|
6.1K
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.47K+ 39.94% |
$105K - $116K
|
8.65K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
24+ 0.14% |
$1.02K - $1.13K
|
16.8K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-115- 0.12% |
$4.91K - $5.39K
|
96.6K
$4.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.07K- 1.56% |
$45.6K - $50.1K
|
67.4K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-223- 0.05% |
$9.52K - $10.5K
|
486K
$23.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
52.8K+ 8.27% |
$2.25M - $2.48M
|
692K
$32.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.79K+ 15.17% |
$76.3K - $83.9K
|
13.6K
$644K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25.3K+ 33.87% |
$1.08M - $1.19M
|
100K
$4.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.35% |
$256 - $281
|
1.73K
$82K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-130- 1.15% |
$5.55K - $6.1K
|
11.2K
$532K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 32.96% |
$526K - $579K
|
49.8K
$2.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
43K+ 14.56% |
$1.83M - $2.02M
|
338K
$16.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.42K+ 40.94% |
$103K - $113K
|
8.32K
$395K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-174K- 27.64% |
$7.44M - $8.17M
|
456K
$21.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.12K+ 17.18% |
$133K - $146K
|
21.3K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.16% |
$42.7 - $46.9
|
611
$29K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-70.2K- 51.04% |
$3M - $3.29M
|
67.3K
$3.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-6.34K- 8.45% |
$271K - $297K
|
68.7K
$3.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.97K- 2.69% |
$84.1K - $92.5K
|
71.4K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.68% |
$50.3K - $55.3K
|
71.4K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56.7K- 22.11% |
$2.42M - $2.66M
|
200K
$9.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-3.88K- 6.28% |
$165K - $182K
|
57.8K
$2.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10+ 0.01% |
$427 - $469
|
130K
$6.18M
|
|