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 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8KNew |
$64.2K - $77.4K
|
1.8K
$77K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
658New |
$23.5K - $28.3K
|
658
$28.1K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
653New |
$23.3K - $28.1K
|
653
$27.9K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
653New |
$23.3K - $28.1K
|
653
$27.9K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
111KNew |
$4.44M - $4.93M
|
111K
$4.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.04KNew |
$202K - $224K
|
5.04K
$216K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.8KNew |
$112K - $125K
|
2.8K
$120K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
850New |
$34.1K - $37.8K
|
850
$36.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
393New |
$15.7K - $17.5K
|
393
$16.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
70New |
$2.8K - $3.12K
|
70
$2.99K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16.3KNew |
$676K - $739K
|
16.3K
$698K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
395New |
$16.4K - $17.9K
|
395
$16.9K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.66KNew |
$71K - $76.8K
|
1.66K
$70.9K
|
|
| Q1 2021 | |||||||
|
Sep 20, 2021
Q1 2021
|
Activest Wealth Management
|
BUY
|
- |
2.24KNew |
$95.1K - $106K
|
2.24K
$95.9K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
720+ 7.72% |
$30.5K - $34.1K
|
10K
$430K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
143KNew |
$5.21M - $6.08M
|
143K
$6.12M
|
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
BUY
|
- |
4.96KNew |
$181K - $211K
|
4.96K
$212K
|
|
|
Feb 23, 2021
Q4 2020
|
Orion Capital Management LLC
|
BUY
|
- |
1.5KNew |
$54.5K - $63.6K
|
1.5K
$64K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23.4KNew |
$791K - $885K
|
23.4K
$999K
|
|
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.25K+ 18.0% |
$76.2K - $85.3K
|
14.8K
$631K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
40.5KNew |
$1.11M - $1.39M
|
40.5K
$1.73M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
332+ 4.58% |
$9.09K - $11.4K
|
7.58K
$324K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
71New |
$1.94K - $2.44K
|
71
$3.04K
|
|
| Q2 2019 | |||||||
|
Jul 19, 2019
Q2 2019
|
Lvz, Inc.
|
BUY
|
- |
1.95K+ 7.51% |
N/A
|
28K
$1.2M
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
50New |
N/A
|
50
$2.14K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3New |
N/A
|
3
$128
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$50.5K
|
|
| Q4 2017 | |||||||
|
Jan 18, 2018
Q4 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
125+ 100.0% |
N/A
|
250
$10.7K
|
|
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$85.5
|
|