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, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
435+ 2.65% |
$15.4K - $16.9K
|
16.9K
$721K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
418New |
$14.8K - $16.2K
|
418
$17.9K
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
400New |
$14.1K - $15.5K
|
400
$17.1K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
377New |
$13.3K - $14.6K
|
377
$16.1K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
350New |
$12.4K - $13.6K
|
350
$15K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
304+ 3.35% |
$10.7K - $11.8K
|
9.37K
$401K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
303New |
$10.7K - $11.8K
|
303
$13K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
293+ 0.87% |
$10.3K - $11.4K
|
33.9K
$1.45M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
283New |
$9.99K - $11K
|
283
$12.1K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
167+ 355.32% |
$5.9K - $6.48K
|
214
$9.15K
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
63New |
$2.22K - $2.44K
|
63
$2.69K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36New |
$1.27K - $1.4K
|
36
$1.54K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.17% |
$494 - $543
|
8.41K
$360K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
13+ 0.14% |
$459 - $504
|
8.99K
$384K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 1.25% |
$282 - $310
|
646
$27.6K
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.15% |
$106 - $116
|
265
$11.3K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$35.3 - $38.8
|
1
$42.8
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.81% |
$35.3 - $38.8
|
125
$5.35K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
142K+ 17.7% |
$4.78M - $5.17M
|
943K
$40.3M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
43.5KNew |
$1.47M - $1.59M
|
43.5K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
20.1K+ 890.96% |
$677K - $733K
|
22.4K
$956K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20K+ 13.81% |
$673K - $729K
|
165K
$7.04M
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
15.5KNew |
$523K - $566K
|
15.5K
$664K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 135.04% |
$468K - $507K
|
24.2K
$1.03M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.07K+ 1.48% |
$306K - $331K
|
621K
$26.5M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.2KNew |
$276K - $299K
|
8.2K
$350K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6KNew |
$202K - $219K
|
6K
$257K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.86K+ 54.64% |
$164K - $177K
|
13.8K
$588K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.93K+ 40.96% |
$132K - $143K
|
13.5K
$579K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.49K+ 37.53% |
$118K - $127K
|
12.8K
$547K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.71KNew |
$57.7K - $62.4K
|
1.71K
$73.2K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.71KNew |
$57.6K - $62.4K
|
1.71K
$73.1K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.27K+ 4.14% |
$42.9K - $46.5K
|
32K
$1.37M
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.2KNew |
$40.6K - $43.9K
|
1.2K
$51.5K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.2K+ 2.15% |
$40.4K - $43.7K
|
56.9K
$2.43M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.06K+ 6.55% |
$35.7K - $38.6K
|
17.2K
$737K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
729+ 4.94% |
$24.6K - $26.6K
|
15.5K
$662K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
520New |
$17.5K - $19K
|
520
$22.2K
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
488New |
$16.4K - $17.8K
|
488
$20.9K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
148New |
$4.99K - $5.4K
|
148
$6.33K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
72New |
$2.43K - $2.63K
|
72
$3.08K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$2.02K - $2.19K
|
60
$2.57K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.18K - $1.28K
|
35
$1.5K
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30+ 6.67% |
$1.01K - $1.09K
|
480
$20.5K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27New |
$910 - $985
|
27
$1.15K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11New |
$371 - $401
|
11
$470
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 22.22% |
$67.4 - $72.9
|
11
$470
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
334K+ 4278.85% |
$10.8M - $11.8M
|
342K
$14.6M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
95.3KNew |
$3.07M - $3.38M
|
95.3K
$4.07M
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
62.9K+ 12.36% |
$2.03M - $2.23M
|
572K
$24.4M
|