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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
421K+ 3737.0% |
$16.1M - $18M
|
432K
$16.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
231K+ 694.64% |
$8.87M - $9.89M
|
264K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
228KNew |
$8.76M - $9.78M
|
228K
$8.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
183K+ 3380.54% |
$7.02M - $7.83M
|
188K
$7.26M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
106K+ 545.88% |
$4.08M - $4.55M
|
126K
$4.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
92.2K+ 31.47% |
$3.54M - $3.95M
|
385K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
80.5K+ 15.66% |
$3.09M - $3.45M
|
594K
$22.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
80.4K+ 148.78% |
$3.09M - $3.44M
|
134K
$5.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
58.1KNew |
$2.23M - $2.49M
|
58.1K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
51.8K+ 427.8% |
$1.99M - $2.22M
|
63.9K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50.7K+ 35.94% |
$1.94M - $2.17M
|
192K
$7.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
50K+ 15.44% |
$1.92M - $2.14M
|
374K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49.5K+ 11.07% |
$1.9M - $2.12M
|
496K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.9K+ 7.06% |
$1.72M - $1.92M
|
682K
$26.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
43.1KNew |
$1.65M - $1.85M
|
43.1K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
38.3KNew |
$1.47M - $1.64M
|
38.3K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
31.6K+ 35.53% |
$1.21M - $1.35M
|
121K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
28.2K+ 7.34% |
$1.08M - $1.21M
|
413K
$15.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
26.9K+ 16.49% |
$1.03M - $1.15M
|
190K
$7.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
24.6K+ 11.1% |
$946K - $1.06M
|
247K
$9.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.2K+ 10.26% |
$928K - $1.04M
|
260K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
23K+ 37.37% |
$882K - $984K
|
84.5K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.4K+ 4.94% |
$860K - $960K
|
476K
$18.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 59.91% |
$853K - $952K
|
59.3K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22K+ 3.82% |
$842K - $940K
|
597K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$753K - $840K
|
19.6K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
19.6K+ 27.89% |
$752K - $839K
|
89.8K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19.2KNew |
$737K - $823K
|
19.2K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.2K+ 35.54% |
$736K - $822K
|
73.2K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
17.4KNew |
$666K - $744K
|
17.4K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
17.1K+ 36.34% |
$658K - $734K
|
64.3K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
16.9KNew |
$648K - $723K
|
16.9K
$651K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.7K+ 3.56% |
$641K - $715K
|
485K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 12.77% |
$629K - $702K
|
145K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.3KNew |
$549K - $613K
|
14.3K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1K+ 40.83% |
$501K - $559K
|
45K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
12.8KNew |
$493K - $550K
|
12.8K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.8K+ 193.28% |
$491K - $548K
|
19.4K
$749K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 13.09% |
$467K - $521K
|
105K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.9KNew |
$458K - $512K
|
11.9K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1K+ 15.64% |
$427K - $477K
|
82.4K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7KNew |
$411K - $459K
|
10.7K
$413K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
10.6K+ 89.52% |
$408K - $455K
|
22.5K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 6.57% |
$400K - $447K
|
169K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9.79K+ 12.12% |
$376K - $419K
|
90.6K
$3.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9.32K+ 6.36% |
$358K - $399K
|
156K
$6.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.19K+ 5.96% |
$353K - $394K
|
163K
$6.3M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.04KNew |
$347K - $387K
|
9.04K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.39KNew |
$322K - $359K
|
8.39K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
8.13K+ 7.71% |
$312K - $348K
|
114K
$4.38M
|