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 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
28+ 0.44% |
$972 - $1.2K
|
6.34K
$292K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
27New |
$937 - $1.15K
|
27
$1.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26+ 2.84% |
$903 - $1.11K
|
943
$43.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25+ 0.27% |
$868 - $1.07K
|
9.4K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
14+ 0.09% |
$486 - $598
|
16.2K
$747K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
9New |
$312 - $385
|
9
$414
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 1.2% |
$278 - $342
|
673
$31K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.07% |
$174 - $214
|
7.53K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$174 - $214
|
31.2K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.49% |
$139 - $171
|
272
$12.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.15% |
$104 - $128
|
264
$12.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.01% |
$104 - $128
|
20.2K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.02% |
$69.4 - $85.5
|
9.82K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.44% |
$34.7 - $42.7
|
230
$10.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.72% |
$34.7 - $42.7
|
59
$2.72K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.69% |
$34.7 - $42.7
|
60
$2.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
195KNew |
$7.21M - $7.91M
|
195K
$8.96M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93K+ 14.17% |
$3.45M - $3.78M
|
749K
$34.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.3K+ 1324.53% |
$3.38M - $3.71M
|
98.2K
$4.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
83.4KNew |
$3.09M - $3.39M
|
83.4K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
49.5K+ 1098.14% |
$1.83M - $2.01M
|
54K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
33.6K+ 34.67% |
$1.25M - $1.37M
|
131K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28KNew |
$1.04M - $1.14M
|
28K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
16.3K+ 133.91% |
$605K - $663K
|
28.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.1KNew |
$596K - $653K
|
16.1K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
15KNew |
$556K - $609K
|
15K
$690K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.9K+ 192.42% |
$552K - $605K
|
22.6K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.8KNew |
$512K - $562K
|
13.8K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
12.6KNew |
$466K - $511K
|
12.6K
$578K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.3K+ 87.31% |
$454K - $498K
|
26.3K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$443K - $485K
|
11.9K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.22K+ 30.94% |
$342K - $375K
|
39K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.15K+ 2.43% |
$339K - $372K
|
386K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.68KNew |
$285K - $312K
|
7.68K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.55KNew |
$280K - $307K
|
7.55K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.26KNew |
$232K - $254K
|
6.26K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$224K - $246K
|
6.05K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.1KNew |
$189K - $207K
|
5.1K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.59K+ 2.03% |
$133K - $146K
|
181K
$8.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.72K+ 33.73% |
$101K - $110K
|
10.8K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.4K+ 1.78% |
$88.9K - $97.4K
|
137K
$6.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.92K+ 2.64% |
$71K - $77.8K
|
74.6K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 22.58% |
$62.2K - $68.1K
|
9.1K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.43K+ 8.94% |
$53K - $58.1K
|
17.4K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.42K+ 23.98% |
$52.5K - $57.6K
|
7.33K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.15KNew |
$42.6K - $46.7K
|
1.15K
$52.9K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$42.5K - $46.6K
|
1.15K
$52.8K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.07K+ 9.97% |
$39.6K - $43.4K
|
11.8K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
939+ 7.11% |
$34.8K - $38.2K
|
14.1K
$651K
|
|