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 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.95M+ 4013.87% |
$109M - $120M
|
3.03M
$119M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
747K+ 2500.66% |
$27.7M - $30.4M
|
777K
$30.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
546K+ 24.57% |
$20.2M - $22.2M
|
2.77M
$109M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
462K+ 7.83% |
$17.1M - $18.8M
|
6.36M
$251M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
242KNew |
$8.97M - $9.83M
|
242K
$9.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
179KNew |
$6.62M - $7.26M
|
179K
$7.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
158K+ 98.41% |
$5.87M - $6.44M
|
319K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
154K+ 8.57% |
$5.72M - $6.27M
|
1.96M
$77M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
153K+ 6.6% |
$5.66M - $6.2M
|
2.47M
$97.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110K+ 574.9% |
$4.07M - $4.46M
|
129K
$5.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.3K+ 1324.53% |
$3.38M - $3.71M
|
98.2K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
83.4KNew |
$3.09M - $3.39M
|
83.4K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
81K+ 1.25% |
$3M - $3.29M
|
6.57M
$259M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
73.5K+ 1402.94% |
$2.72M - $2.99M
|
78.7K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
66.6K+ 13.72% |
$2.47M - $2.7M
|
552K
$21.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
65.3K+ 89.21% |
$2.42M - $2.66M
|
139K
$5.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
63.4K+ 13.31% |
$2.35M - $2.57M
|
539K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
61.8K+ 10.95% |
$2.29M - $2.51M
|
627K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
56.2K+ 71.94% |
$2.08M - $2.28M
|
134K
$5.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
49.5K+ 1098.14% |
$1.83M - $2.01M
|
54K
$2.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
45.6K+ 5.58% |
$1.69M - $1.85M
|
863K
$34M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
43K+ 87.53% |
$1.59M - $1.75M
|
92K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
41.5K+ 89.62% |
$1.54M - $1.69M
|
87.8K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41K+ 10.64% |
$1.52M - $1.67M
|
426K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
34KNew |
$1.26M - $1.38M
|
34K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 6.9% |
$1.24M - $1.36M
|
518K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
33.1K+ 8.85% |
$1.23M - $1.34M
|
407K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32.2K+ 5.42% |
$1.19M - $1.31M
|
626K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28KNew |
$1.04M - $1.14M
|
28K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.4K+ 140.51% |
$1.02M - $1.11M
|
46.9K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.01M - $1.11M
|
27.3K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25.2K+ 24.95% |
$935K - $1.03M
|
126K
$4.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
23.7K+ 19.67% |
$880K - $965K
|
144K
$5.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
23.3K+ 127.75% |
$864K - $947K
|
41.6K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.8K+ 11.9% |
$845K - $926K
|
214K
$8.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.3K+ 6.6% |
$828K - $907K
|
361K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.5K+ 3.01% |
$760K - $833K
|
702K
$27.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.8K+ 13.51% |
$587K - $643K
|
133K
$5.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.3KNew |
$566K - $620K
|
15.3K
$602K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.9K+ 192.42% |
$552K - $605K
|
22.6K
$892K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.8K+ 12.55% |
$512K - $562K
|
124K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.7K+ 2.41% |
$509K - $558K
|
582K
$22.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
11.8K+ 12.25% |
$437K - $479K
|
108K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11.5K+ 6.83% |
$428K - $469K
|
180K
$7.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 85.19% |
$425K - $465K
|
24.9K
$981K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11K+ 2.68% |
$410K - $449K
|
424K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 9.44% |
$398K - $436K
|
124K
$4.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.6K+ 85.53% |
$394K - $432K
|
23.1K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.4K+ 52240.0% |
$387K - $425K
|
10.5K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 17.31% |
$380K - $417K
|
69.6K
$2.74M
|