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 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 135.04% |
$468K - $507K
|
24.2K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.07K+ 1.48% |
$306K - $331K
|
621K
$25.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.2KNew |
$276K - $299K
|
8.2K
$341K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6KNew |
$202K - $219K
|
6K
$250K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.86K+ 54.64% |
$164K - $177K
|
13.8K
$572K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.93K+ 40.96% |
$132K - $143K
|
13.5K
$563K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.49K+ 37.53% |
$118K - $127K
|
12.8K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.71KNew |
$57.7K - $62.4K
|
1.71K
$71.2K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.71KNew |
$57.6K - $62.4K
|
1.71K
$71.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.27K+ 4.14% |
$42.9K - $46.5K
|
32K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.2KNew |
$40.6K - $43.9K
|
1.2K
$50.1K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.2K+ 2.15% |
$40.4K - $43.7K
|
56.9K
$2.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.06K+ 6.55% |
$35.7K - $38.6K
|
17.2K
$717K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
729+ 4.94% |
$24.6K - $26.6K
|
15.5K
$644K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
520New |
$17.5K - $19K
|
520
$21.6K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
148New |
$4.99K - $5.4K
|
148
$6.16K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72New |
$2.43K - $2.63K
|
72
$2.99K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$2.02K - $2.19K
|
60
$2.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.18K - $1.28K
|
35
$1.46K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30+ 6.67% |
$1.01K - $1.09K
|
480
$20K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27New |
$910 - $985
|
27
$1.12K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11New |
$371 - $401
|
11
$457
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 22.22% |
$67.4 - $72.9
|
11
$457
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
334K+ 4278.85% |
$10.8M - $11.8M
|
342K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
95.3KNew |
$3.07M - $3.38M
|
95.3K
$3.96M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
62.9K+ 12.36% |
$2.03M - $2.23M
|
572K
$23.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
36.6KNew |
$1.18M - $1.3M
|
36.6K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
29KNew |
$936K - $1.03M
|
29K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.1KNew |
$551K - $605K
|
17.1K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.5KNew |
$532K - $585K
|
16.5K
$686K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
14KNew |
$452K - $497K
|
14K
$583K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11.8KNew |
$379K - $417K
|
11.8K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$378K - $416K
|
11.7K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$370K - $407K
|
11.5K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10KNew |
$323K - $355K
|
10K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.7KNew |
$216K - $237K
|
6.7K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.54KNew |
$211K - $232K
|
6.54K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.52KNew |
$210K - $231K
|
6.52K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.21K+ 21.83% |
$200K - $220K
|
34.7K
$1.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.14KNew |
$198K - $218K
|
6.14K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.8KNew |
$187K - $206K
|
5.8K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.67KNew |
$183K - $201K
|
5.67K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.68K+ 1.58% |
$86.5K - $95.1K
|
173K
$7.19M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
748New |
$24.1K - $26.5K
|
748
$31.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
519New |
$16.7K - $18.4K
|
519
$21.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
448New |
$14.5K - $15.9K
|
448
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
239New |
$7.71K - $8.47K
|
239
$9.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
196New |
$6.32K - $6.95K
|
196
$8.15K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
166New |
$5.36K - $5.89K
|
166
$6.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
86New |
$2.77K - $3.05K
|
86
$3.58K
|
|