Latest Institutional Purchases of Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
242KNew |
$8.97M - $9.83M
|
242K
$9.54M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.71K+ 14.99% |
$360K - $395K
|
74.5K
$2.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.16K+ 3.2% |
$80.1K - $87.8K
|
69.7K
$2.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 3.15% |
$60.9K - $66.7K
|
53.7K
$2.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.53K+ 2.78% |
$56.6K - $62K
|
56.4K
$2.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
573+ 3.3% |
$21.2K - $23.3K
|
17.9K
$708K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
561+ 0.91% |
$20.8K - $22.8K
|
62.1K
$2.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
451+ 1.34% |
$16.7K - $18.3K
|
34.1K
$1.35M
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.99MNew |
$76.3M - $85.2M
|
1.99M
$78.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
992KNew |
$38.1M - $42.5M
|
992K
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
742K+ 33.51% |
$28.5M - $31.8M
|
2.96M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
663K+ 22.31% |
$25.4M - $28.4M
|
3.63M
$143M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
634K+ 12.05% |
$24.3M - $27.2M
|
5.9M
$233M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
518KNew |
$19.9M - $22.2M
|
518K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
506K+ 39.09% |
$19.4M - $21.7M
|
1.8M
$71.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
488K+ 9.16% |
$18.7M - $20.9M
|
5.81M
$229M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
442K+ 4.58% |
$17M - $18.9M
|
10.1M
$398M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
323K+ 6357.93% |
$12.4M - $13.8M
|
328K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
314K+ 6.66% |
$12M - $13.4M
|
5.03M
$198M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
284K+ 64.81% |
$10.9M - $12.2M
|
723K
$28.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
274K+ 13.43% |
$10.5M - $11.7M
|
2.31M
$91.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
268KNew |
$10.3M - $11.5M
|
268K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
252K+ 1.1% |
$9.67M - $10.8M
|
23.2M
$917M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
231K+ 694.64% |
$8.87M - $9.89M
|
264K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
228KNew |
$8.76M - $9.78M
|
228K
$9.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
218K+ 12.99% |
$8.36M - $9.33M
|
1.9M
$74.8M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215KNew |
$8.25M - $9.2M
|
215K
$8.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
212K+ 37567.61% |
$8.14M - $9.09M
|
213K
$8.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
206K+ 1.11% |
$7.89M - $8.8M
|
18.7M
$736M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
191KNew |
$7.31M - $8.16M
|
191K
$7.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
189K+ 3.0% |
$7.26M - $8.1M
|
6.49M
$256M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
186KNew |
$7.12M - $7.95M
|
186K
$7.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
183K+ 3380.54% |
$7.02M - $7.83M
|
188K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 11.51% |
$6.5M - $7.25M
|
1.64M
$64.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
167KNew |
$6.4M - $7.15M
|
167K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
164KNew |
$6.3M - $7.03M
|
164K
$6.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
161KNew |
$6.19M - $6.91M
|
161K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
149K+ 25.52% |
$5.73M - $6.4M
|
735K
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132K+ 22.77% |
$5.08M - $5.67M
|
713K
$28.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
131K+ 164.61% |
$5.04M - $5.63M
|
211K
$8.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
116K+ 5.5% |
$4.44M - $4.96M
|
2.22M
$87.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 11.72% |
$4.42M - $4.93M
|
1.1M
$43.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 7.38% |
$4.3M - $4.8M
|
1.63M
$64.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
110K+ 2.51% |
$4.21M - $4.7M
|
4.48M
$177M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
106K+ 545.88% |
$4.08M - $4.55M
|
126K
$4.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
96.9KNew |
$3.72M - $4.15M
|
96.9K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
96.9KNew |
$3.72M - $4.15M
|
96.9K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
92.2K+ 31.47% |
$3.54M - $3.95M
|
385K
$15.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
80.5K+ 15.66% |
$3.09M - $3.45M
|
594K
$23.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
80.4K+ 148.78% |
$3.09M - $3.44M
|
134K
$5.31M
|
|