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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.8M+ 6486.97% |
$373M - $459M
|
10.9M
$502M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.41M+ 309.56% |
$83.5M - $103M
|
3.18M
$146M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01M+ 124.54% |
$35.1M - $43.2M
|
1.82M
$84M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
996K+ 686.16% |
$34.6M - $42.6M
|
1.14M
$52.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
947K+ 8.85% |
$32.9M - $40.5M
|
11.7M
$536M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
682KNew |
$23.7M - $29.1M
|
682K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
435KNew |
$15.1M - $18.6M
|
435K
$20M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
405K+ 3503.21% |
$14.1M - $17.3M
|
416K
$19.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
390K+ 134.27% |
$13.5M - $16.7M
|
680K
$31.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
369K+ 17.26% |
$12.8M - $15.8M
|
2.51M
$115M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
348K+ 54.69% |
$12.1M - $14.9M
|
984K
$45.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
340K+ 1775.46% |
$11.8M - $14.5M
|
359K
$16.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 6.27% |
$11.1M - $13.7M
|
5.43M
$250M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
281K+ 363.8% |
$9.75M - $12M
|
358K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
279K+ 5.52% |
$9.69M - $11.9M
|
5.34M
$246M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
235K+ 12.0% |
$8.15M - $10M
|
2.19M
$101M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
215K+ 41.56% |
$7.47M - $9.2M
|
733K
$33.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
209K+ 0.92% |
$7.25M - $8.93M
|
22.9M
$1.05B
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
199K+ 98.21% |
$6.9M - $8.5M
|
401K
$18.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
193K+ 43.2% |
$6.69M - $8.24M
|
639K
$29.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
181K+ 101.18% |
$6.27M - $7.72M
|
359K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
177K+ 169.34% |
$6.16M - $7.58M
|
282K
$13M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
162KNew |
$5.62M - $6.92M
|
162K
$7.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
159K+ 130.48% |
$5.51M - $6.79M
|
280K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
149K+ 200.03% |
$5.18M - $6.37M
|
224K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
149KNew |
$5.17M - $6.36M
|
149K
$6.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
149K+ 30.83% |
$5.16M - $6.35M
|
630K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
146K+ 6.89% |
$5.07M - $6.24M
|
2.26M
$104M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
145K+ 11.36% |
$5.03M - $6.19M
|
1.42M
$65.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
135K+ 140.34% |
$4.68M - $5.75M
|
231K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
135K+ 60.07% |
$4.67M - $5.75M
|
358K
$16.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
132KNew |
$4.59M - $5.65M
|
132K
$6.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
131K+ 15.36% |
$4.56M - $5.61M
|
985K
$45.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 1.93% |
$4.25M - $5.24M
|
6.48M
$298M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
122K+ 1.85% |
$4.22M - $5.2M
|
6.69M
$308M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
121K+ 81.56% |
$4.19M - $5.16M
|
269K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
120K+ 1673.03% |
$4.18M - $5.14M
|
128K
$5.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
119K+ 25.84% |
$4.15M - $5.11M
|
582K
$26.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
116K+ 93.74% |
$4.04M - $4.97M
|
240K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
114K+ 78.86% |
$3.95M - $4.87M
|
258K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
113K+ 202.68% |
$3.93M - $4.84M
|
169K
$7.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
109K+ 6.99% |
$3.78M - $4.65M
|
1.67M
$76.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109K+ 21.79% |
$3.78M - $4.65M
|
608K
$28M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
107K+ 15.77% |
$3.72M - $4.58M
|
786K
$36.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106K+ 3.24% |
$3.69M - $4.54M
|
3.38M
$156M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
96.2KNew |
$3.34M - $4.11M
|
96.2K
$4.43M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
95.2K+ 70.87% |
$3.31M - $4.07M
|
230K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
84.6K+ 66.94% |
$2.94M - $3.62M
|
211K
$9.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84.4K+ 65.54% |
$2.93M - $3.61M
|
213K
$9.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
74.8K+ 12.19% |
$2.6M - $3.2M
|
688K
$31.7M
|