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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.28KNew |
$226K - $262K
|
6.28K
$268K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.07K+ 33.21% |
$219K - $253K
|
24.4K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.91KNew |
$213K - $246K
|
5.91K
$253K
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.42KNew |
$195K - $226K
|
5.42K
$232K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.18KNew |
$186K - $216K
|
5.18K
$221K
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.17KNew |
$186K - $216K
|
5.17K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.97KNew |
$179K - $207K
|
4.97K
$212K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$178K - $206K
|
4.94K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.5K+ 23.12% |
$162K - $188K
|
24K
$1.02M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 24.52% |
$77.2K - $89.3K
|
10.9K
$465K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.3K+ 19.24% |
$46.9K - $54.3K
|
8.07K
$345K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
937+ 5.21% |
$33.8K - $39.1K
|
18.9K
$809K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
484New |
$17.4K - $20.2K
|
484
$20.7K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
376+ 0.48% |
$13.5K - $15.7K
|
79.3K
$3.39M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$10.8K - $12.5K
|
300
$12.8K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
296+ 276.64% |
$10.7K - $12.3K
|
403
$17.2K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283New |
$10.2K - $11.8K
|
283
$12.1K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
280New |
$10.1K - $11.7K
|
280
$12K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
272New |
$9.8K - $11.3K
|
272
$11.6K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
250+ 1.02% |
$9.01K - $10.4K
|
24.7K
$1.06M
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
242New |
$8.72K - $10.1K
|
242
$10.3K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
130New |
$4.68K - $5.42K
|
130
$5.56K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
105+ 12.18% |
$3.78K - $4.38K
|
967
$41.3K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.6K - $4.17K
|
100
$4.28K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
72New |
$2.59K - $3K
|
72
$3.08K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35+ 0.21% |
$1.26K - $1.46K
|
16.6K
$708K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24New |
$864 - $1K
|
24
$1.03K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$792 - $917
|
22
$941
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21New |
$756 - $875
|
21
$898
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$720 - $834
|
20
$855
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 4.76% |
$360 - $417
|
220
$9.41K
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$36 - $41.7
|
9.65K
$413K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.7KNew |
$482K - $530K
|
13.7K
$584K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.2KNew |
$467K - $513K
|
13.2K
$565K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.1KNew |
$286K - $314K
|
8.1K
$346K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.7KNew |
$272K - $299K
|
7.7K
$329K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.37KNew |
$260K - $286K
|
7.37K
$315K
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
6.87KNew |
$243K - $266K
|
6.87K
$294K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.51KNew |
$230K - $253K
|
6.51K
$278K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.01KNew |
$212K - $233K
|
6.01K
$257K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.49KNew |
$194K - $213K
|
5.49K
$235K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.31KNew |
$46.3K - $50.9K
|
1.31K
$56.1K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
932New |
$32.9K - $36.2K
|
932
$39.9K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
900+ 1.9% |
$31.8K - $34.9K
|
48.3K
$2.06M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
721+ 24.86% |
$25.5K - $28K
|
3.62K
$155K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
578New |
$20.4K - $22.4K
|
578
$24.7K
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
503+ 1.41% |
$17.8K - $19.5K
|
36.1K
$1.54M
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
473+ 0.15% |
$16.7K - $18.3K
|
319K
$13.6M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
470+ 15666.67% |
$16.6K - $18.2K
|
473
$20.2K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
468New |
$16.5K - $18.2K
|
468
$20K
|