Purchases and Sales Made in Q4 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
457K+ 144.47% |
$20.8M - $22.1M
|
773K
$36.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
376K+ 118.14% |
$17.1M - $18.2M
|
695K
$33M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
244KNew |
$11.1M - $11.8M
|
244K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
106K+ 34.91% |
$4.81M - $5.12M
|
409K
$19.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
61.4KNew |
$2.79M - $2.97M
|
61.4K
$2.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
59.9KNew |
$2.72M - $2.89M
|
59.9K
$2.84M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
59.7K+ 21.48% |
$2.72M - $2.89M
|
338K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
58.5K+ 36.55% |
$2.66M - $2.83M
|
219K
$10.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
50.6K+ 23.13% |
$2.3M - $2.45M
|
270K
$12.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
47.6K+ 25.83% |
$2.16M - $2.3M
|
232K
$11M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45.7K+ 8.83% |
$2.08M - $2.21M
|
563K
$26.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41K+ 19.15% |
$1.86M - $1.98M
|
255K
$12.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
38.3K+ 5.96% |
$1.74M - $1.85M
|
680K
$32.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
38K+ 212.39% |
$1.73M - $1.84M
|
55.9K
$2.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
37.7K+ 34.74% |
$1.72M - $1.82M
|
146K
$6.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
36.3KNew |
$1.65M - $1.76M
|
36.3K
$1.72M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.1K+ 13.51% |
$1.64M - $1.74M
|
303K
$14.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
34.3KNew |
$1.56M - $1.66M
|
34.3K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
27.7K+ 23.96% |
$1.26M - $1.34M
|
143K
$6.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
27K+ 18.4% |
$1.23M - $1.31M
|
174K
$8.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
24K+ 19.94% |
$1.09M - $1.16M
|
144K
$6.84M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
18.4K+ 4.48% |
$836K - $889K
|
429K
$20.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
BUY
|
- |
16.6K+ 8.44% |
$752K - $800K
|
213K
$10.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
15.6KNew |
$709K - $753K
|
15.6K
$740K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
14.6K+ 78.75% |
$663K - $705K
|
33.1K
$1.57M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 2.53% |
$662K - $704K
|
591K
$28.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.7K+ 3.39% |
$624K - $664K
|
419K
$19.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
13.6K+ 1.58% |
$617K - $655K
|
870K
$41.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
12.2K+ 93.32% |
$556K - $591K
|
25.3K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12K+ 40.98% |
$544K - $578K
|
41.2K
$1.95M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.9K+ 16.23% |
$539K - $573K
|
85K
$4.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11K+ 4642.8% |
$498K - $529K
|
11.2K
$531K
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
8.8K+ 20.34% |
$400K - $425K
|
52.1K
$2.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.8K+ 47.6% |
$355K - $377K
|
24.2K
$1.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
7.78K+ 30.53% |
$354K - $376K
|
33.3K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.74K+ 28.23% |
$261K - $277K
|
26.1K
$1.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
4.98K+ 1.76% |
$226K - $240K
|
287K
$13.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4.52KNew |
$205K - $218K
|
4.52K
$214K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.23K+ 3.76% |
$192K - $204K
|
117K
$5.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
4K+ 6.28% |
$182K - $193K
|
67.6K
$3.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.97K+ 19.28% |
$180K - $192K
|
24.6K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.92K+ 5.13% |
$178K - $189K
|
80.4K
$3.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.82K+ 5.21% |
$174K - $185K
|
77.3K
$3.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.51K+ 2.05% |
$159K - $170K
|
175K
$8.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.43K+ 5.31% |
$156K - $165K
|
67.9K
$3.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
3.17K+ 9.23% |
$144K - $153K
|
37.5K
$1.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.99K+ 62.94% |
$136K - $145K
|
7.75K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 5.73% |
$117K - $125K
|
47.6K
$2.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.46K+ 6.23% |
$112K - $119K
|
41.8K
$1.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.13K+ 64.7% |
$96.7K - $103K
|
5.42K
$257K
|
|