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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
119K+ 25.84% |
$4.15M - $5.11M
|
582K
$24.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
96.2KNew |
$3.34M - $4.11M
|
96.2K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84.4K+ 65.54% |
$2.93M - $3.61M
|
213K
$9.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
72K+ 78.27% |
$2.5M - $3.08M
|
164K
$7.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
57.7K+ 10.7% |
$2M - $2.47M
|
597K
$25.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
49.7K+ 29.94% |
$1.72M - $2.12M
|
216K
$9.22M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
47.4K+ 264.38% |
$1.65M - $2.03M
|
65.4K
$2.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47.4K+ 509.78% |
$1.64M - $2.02M
|
56.6K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38.5KNew |
$1.34M - $1.65M
|
38.5K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
37.3K+ 521.57% |
$1.29M - $1.59M
|
44.4K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
36.6K+ 8.59% |
$1.27M - $1.57M
|
463K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.4K+ 5.91% |
$1.19M - $1.47M
|
616K
$26.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
32.6K+ 568.96% |
$1.13M - $1.39M
|
38.3K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$1.09M - $1.35M
|
31.5K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29.3K+ 117.59% |
$1.02M - $1.25M
|
54.2K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.7KNew |
$961K - $1.18M
|
27.7K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6K+ 1216.65% |
$852K - $1.05M
|
26.6K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
23K+ 14.25% |
$800K - $984K
|
185K
$7.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20.9K+ 15.1% |
$727K - $895K
|
160K
$6.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
18.5K+ 252.9% |
$643K - $791K
|
25.8K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
17.8K+ 52.5% |
$617K - $759K
|
51.6K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.3K+ 3.13% |
$600K - $739K
|
569K
$24.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17.1K+ 46.33% |
$594K - $731K
|
54K
$2.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.9K+ 22.79% |
$482K - $593K
|
74.8K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
13.5K+ 25.47% |
$469K - $577K
|
66.5K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.3K+ 97.68% |
$392K - $483K
|
22.9K
$978K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.2K+ 2.64% |
$388K - $478K
|
435K
$18.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.1K+ 29.57% |
$350K - $431K
|
44.2K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.99K+ 84.71% |
$347K - $427K
|
21.8K
$931K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.91K+ 10.15% |
$309K - $381K
|
96.7K
$4.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
8.83K+ 48.47% |
$306K - $377K
|
27K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.9KNew |
$274K - $338K
|
7.9K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.62K+ 40.3% |
$264K - $326K
|
26.5K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
7.5K+ 50.15% |
$260K - $321K
|
22.5K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$243K - $299K
|
7.01K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.52KNew |
$226K - $279K
|
6.52K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.29K+ 5.23% |
$218K - $269K
|
127K
$5.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.18KNew |
$215K - $264K
|
6.18K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.9K+ 3.94% |
$205K - $252K
|
156K
$6.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.48KNew |
$190K - $234K
|
5.48K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
5.15KNew |
$179K - $220K
|
5.15K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.93K+ 25.87% |
$171K - $211K
|
24K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.76KNew |
$165K - $203K
|
4.76K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.73KNew |
$164K - $202K
|
4.73K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$163K - $201K
|
4.7K
$201K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.69KNew |
$163K - $200K
|
4.69K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.69K+ 12.35% |
$163K - $200K
|
42.6K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.39K+ 3.69% |
$152K - $188K
|
123K
$5.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.25K+ 2.94% |
$148K - $182K
|
149K
$6.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.87K+ 23.74% |
$134K - $165K
|
20.2K
$862K
|