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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.66K+ 1.25% |
$127K - $156K
|
298K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3.41K+ 3.05% |
$118K - $146K
|
115K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 37.09% |
$110K - $135K
|
11.7K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.95K+ 4.24% |
$102K - $126K
|
72.6K
$3.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.88K+ 2.02% |
$100K - $123K
|
145K
$6.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.57K+ 8.0% |
$89.4K - $110K
|
34.8K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.13K+ 1.37% |
$74K - $91K
|
157K
$6.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.63% |
$65.3K - $80.4K
|
73.4K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 19.14% |
$60.3K - $74.3K
|
10.8K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.65K+ 3.12% |
$57.3K - $70.5K
|
54.5K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.64K+ 16.49% |
$56.8K - $70K
|
11.6K
$495K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.57K+ 2.35% |
$54.5K - $67.1K
|
68.2K
$2.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.55K+ 2.76% |
$54K - $66.4K
|
58K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.54K+ 3.93% |
$53.6K - $65.9K
|
40.8K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 2.19% |
$52.5K - $64.6K
|
70.6K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.49K+ 3.17% |
$51.8K - $63.7K
|
48.6K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.38K+ 11.96% |
$47.9K - $58.9K
|
12.9K
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.35K+ 6.26% |
$46.9K - $57.7K
|
22.9K
$981K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.3K+ 8.75% |
$45.1K - $55.6K
|
16.2K
$691K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.69% |
$42.3K - $52K
|
73.1K
$3.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
929New |
$32.3K - $39.7K
|
929
$39.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
743+ 1.95% |
$25.8K - $31.8K
|
38.8K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
741+ 3.51% |
$25.7K - $31.7K
|
21.8K
$934K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
733+ 1.27% |
$25.4K - $31.3K
|
58.4K
$2.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
530+ 0.47% |
$18.4K - $22.7K
|
112K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
513+ 2.44% |
$17.8K - $21.9K
|
21.6K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
501+ 1.76% |
$17.4K - $21.4K
|
28.9K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
497+ 4.93% |
$17.3K - $21.2K
|
10.6K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 8.31% |
$15K - $18.5K
|
5.63K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
383+ 1.71% |
$13.3K - $16.4K
|
22.8K
$976K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
355+ 3.53% |
$12.3K - $15.2K
|
10.4K
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
288New |
$10K - $12.3K
|
288
$12.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
264+ 0.09% |
$9.17K - $11.3K
|
279K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
263+ 3.79% |
$9.13K - $11.2K
|
7.2K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$8.68K - $10.7K
|
250
$10.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
236+ 3.12% |
$8.19K - $10.1K
|
7.81K
$334K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
205+ 0.95% |
$7.12K - $8.76K
|
21.8K
$932K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$5.21K - $6.41K
|
150
$6.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
144+ 0.04% |
$5K - $6.15K
|
405K
$17.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
129+ 0.88% |
$4.48K - $5.51K
|
14.8K
$634K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
86+ 1.96% |
$2.99K - $3.68K
|
4.47K
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
77+ 0.46% |
$2.67K - $3.29K
|
16.9K
$723K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
73+ 0.67% |
$2.53K - $3.12K
|
10.9K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
71+ 43.03% |
$2.47K - $3.03K
|
236
$10.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 1.42% |
$2.29K - $2.82K
|
4.72K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56+ 0.37% |
$1.94K - $2.39K
|
15.1K
$644K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
14+ 0.09% |
$486 - $598
|
16.2K
$694K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 1.2% |
$278 - $342
|
673
$28.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$174 - $214
|
31.2K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.15% |
$104 - $128
|
264
$11.3K
|