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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
36.6KNew |
$1.18M - $1.3M
|
36.6K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
29KNew |
$936K - $1.03M
|
29K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.1KNew |
$551K - $605K
|
17.1K
$730K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
14KNew |
$452K - $497K
|
14K
$599K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11.8KNew |
$379K - $417K
|
11.8K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7KNew |
$378K - $416K
|
11.7K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$370K - $407K
|
11.5K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10KNew |
$323K - $355K
|
10K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.7KNew |
$216K - $237K
|
6.7K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.54KNew |
$211K - $232K
|
6.54K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.52KNew |
$210K - $231K
|
6.52K
$279K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.21K+ 21.83% |
$200K - $220K
|
34.7K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.14KNew |
$198K - $218K
|
6.14K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.8KNew |
$187K - $206K
|
5.8K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.67KNew |
$183K - $201K
|
5.67K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.68K+ 1.58% |
$86.5K - $95.1K
|
173K
$7.4M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
748New |
$24.1K - $26.5K
|
748
$32K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
519New |
$16.7K - $18.4K
|
519
$22.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
448New |
$14.5K - $15.9K
|
448
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
239New |
$7.71K - $8.47K
|
239
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
196New |
$6.32K - $6.95K
|
196
$8.38K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
166New |
$5.36K - $5.89K
|
166
$7.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
86New |
$2.77K - $3.05K
|
86
$3.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
83New |
$2.68K - $2.94K
|
83
$3.55K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
27New |
$871 - $957
|
27
$1.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
22New |
$710 - $780
|
22
$941
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9New |
$290 - $319
|
9
$385
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4New |
$129 - $142
|
4
$171
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.54% |
$64.5 - $70.9
|
132
$5.64K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
126KNew |
$4.19M - $4.57M
|
126K
$5.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
34.7K+ 314.45% |
$1.16M - $1.26M
|
45.7K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
24.5KNew |
$817K - $891K
|
24.5K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.2K+ 46.22% |
$374K - $408K
|
35.5K
$1.52M
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
6.33KNew |
$211K - $230K
|
6.33K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.03KNew |
$201K - $219K
|
6.03K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.72K+ 0.71% |
$157K - $172K
|
670K
$28.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.37K+ 23.21% |
$78.9K - $86.1K
|
12.6K
$537K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
939New |
$31.3K - $34.2K
|
939
$40.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
631+ 0.7% |
$21.1K - $22.9K
|
90.7K
$3.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
347New |
$11.6K - $12.6K
|
347
$14.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
208New |
$6.94K - $7.56K
|
208
$8.89K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
89+ 1.24% |
$2.97K - $3.24K
|
7.25K
$310K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
46New |
$1.53K - $1.67K
|
46
$1.97K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
31+ 0.49% |
$1.03K - $1.13K
|
6.42K
$275K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
31New |
$1.03K - $1.13K
|
31
$1.33K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
26New |
$867 - $946
|
26
$1.11K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
425K+ 14.59% |
$14.1M - $15.2M
|
3.34M
$143M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
51.9K+ 6.24% |
$1.72M - $1.86M
|
884K
$37.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
41.5K+ 0.98% |
$1.38M - $1.48M
|
4.27M
$183M
|
|