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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 1.38% |
$423 - $483
|
1.03K
$40.5K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1New |
$30.2 - $34.5
|
1
$39.3
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
260K+ 541.37% |
$8.08M - $9.26M
|
309K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
57.1K+ 46.84% |
$1.77M - $2.03M
|
179K
$7.03M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
14.8KNew |
$458K - $525K
|
14.8K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
10.1KNew |
$315K - $360K
|
10.1K
$398K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.1KNew |
$220K - $252K
|
7.1K
$279K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$211K - $242K
|
6.81K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.6K+ 35.1% |
$112K - $128K
|
13.9K
$545K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.35KNew |
$104K - $119K
|
3.35K
$132K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.54KNew |
$78.7K - $90.1K
|
2.54K
$99.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.51K+ 1.3% |
$78K - $89.4K
|
196K
$7.72M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.13K+ 103.4% |
$66.1K - $75.7K
|
4.19K
$165K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$62.1K - $71.1K
|
2K
$78.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
914New |
$28.4K - $32.5K
|
914
$35.9K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
850New |
$26.4K - $30.2K
|
850
$33.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
442+ 1.05% |
$13.7K - $15.7K
|
42.4K
$1.67M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
288New |
$8.94K - $10.2K
|
288
$11.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
199New |
$6.18K - $7.07K
|
199
$7.82K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
199+ 1.66% |
$6.18K - $7.07K
|
12.2K
$478K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
97New |
$3.01K - $3.45K
|
97
$3.81K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
70New |
$2.17K - $2.49K
|
70
$2.75K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 11.94% |
$1.83K - $2.1K
|
553
$21.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
19+ 0.2% |
$590 - $675
|
9.5K
$373K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.01% |
$62.1 - $71.1
|
20.6K
$811K
|
|
| Q2 2022 | |||||||
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
49KNew |
$1.66M - $1.96M
|
49K
$1.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
15.8KNew |
$535K - $633K
|
15.8K
$621K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.45K+ 14.04% |
$252K - $298K
|
60.5K
$2.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.77KNew |
$128K - $151K
|
3.77K
$148K
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.83K+ 1.89% |
$62K - $73.4K
|
99K
$3.89M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.01KNew |
$34.1K - $40.3K
|
1.01K
$39.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
775+ 1.37% |
$26.2K - $31K
|
57.4K
$2.25M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
378+ 0.43% |
$12.8K - $15.1K
|
87.7K
$3.45M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
291New |
$9.85K - $11.6K
|
291
$11.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
106+ 18.18% |
$3.59K - $4.24K
|
689
$27.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
50+ 53.76% |
$1.69K - $2K
|
143
$5.62K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
37+ 0.33% |
$1.25K - $1.48K
|
11.4K
$448K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 1.11% |
$542 - $640
|
1.46K
$57.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$271 - $320
|
8
$314
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5New |
$169 - $200
|
5
$197
|
|
| Q1 2022 | |||||||
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
6.33KNew |
$226K - $272K
|
6.33K
$249K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8KNew |
$64.2K - $77.4K
|
1.8K
$70.7K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
658New |
$23.5K - $28.3K
|
658
$25.9K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
653New |
$23.3K - $28.1K
|
653
$25.7K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
653New |
$23.3K - $28.1K
|
653
$25.7K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
111KNew |
$4.44M - $4.93M
|
111K
$4.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.04KNew |
$202K - $224K
|
5.04K
$198K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.8KNew |
$112K - $125K
|
2.8K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
850New |
$34.1K - $37.8K
|
850
$33.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
393New |
$15.7K - $17.5K
|
393
$15.4K
|
|