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 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
72K+ 78.27% |
$2.5M - $3.08M
|
164K
$7.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70.5K+ 4225.12% |
$2.45M - $3.01M
|
72.1K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
68.1K+ 25.6% |
$2.37M - $2.91M
|
334K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
68K+ 34.59% |
$2.36M - $2.91M
|
265K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
63.4K+ 304.12% |
$2.2M - $2.71M
|
84.3K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.1K+ 46.83% |
$2.19M - $2.7M
|
198K
$9.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
62.4K+ 63.24% |
$2.17M - $2.67M
|
161K
$7.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.8K+ 5.84% |
$2.11M - $2.6M
|
1.1M
$50.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.1K+ 16.04% |
$2.05M - $2.52M
|
427K
$19.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
57.7K+ 10.7% |
$2M - $2.47M
|
597K
$27.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
53.7K+ 405.31% |
$1.86M - $2.29M
|
66.9K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
53.6K+ 22.14% |
$1.86M - $2.29M
|
295K
$13.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
53KNew |
$1.84M - $2.27M
|
53K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
50.1K+ 541.27% |
$1.74M - $2.14M
|
59.4K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
49.7K+ 29.94% |
$1.72M - $2.12M
|
216K
$9.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.8K+ 8.02% |
$1.66M - $2.04M
|
643K
$29.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
47.4K+ 264.38% |
$1.65M - $2.03M
|
65.4K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47.4K+ 509.78% |
$1.64M - $2.02M
|
56.6K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
47.1K+ 92.82% |
$1.64M - $2.02M
|
97.9K
$4.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
47.1K+ 193.77% |
$1.63M - $2.01M
|
71.4K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46.9K+ 39.87% |
$1.63M - $2M
|
165K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
43.4K+ 61.62% |
$1.51M - $1.85M
|
114K
$5.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
42.4K+ 14.31% |
$1.47M - $1.81M
|
339K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.2K+ 722.85% |
$1.46M - $1.8M
|
48K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41.1K+ 16.62% |
$1.43M - $1.75M
|
288K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40.7K+ 26.94% |
$1.41M - $1.74M
|
192K
$8.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
39K+ 124.28% |
$1.35M - $1.67M
|
70.4K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38.5KNew |
$1.34M - $1.65M
|
38.5K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
37.3K+ 521.57% |
$1.29M - $1.59M
|
44.4K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
36.6K+ 8.59% |
$1.27M - $1.57M
|
463K
$21.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
36.1K+ 71.39% |
$1.25M - $1.54M
|
86.7K
$3.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
35.2K+ 5.61% |
$1.22M - $1.5M
|
662K
$30.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
34.7K+ 15.2% |
$1.21M - $1.48M
|
263K
$12.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
34.5K+ 10.75% |
$1.2M - $1.48M
|
356K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.4K+ 5.91% |
$1.19M - $1.47M
|
616K
$28.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
32.6K+ 568.96% |
$1.13M - $1.39M
|
38.3K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.6K+ 13.87% |
$1.1M - $1.35M
|
259K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31.5KNew |
$1.09M - $1.35M
|
31.5K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
31.4K+ 16.51% |
$1.09M - $1.34M
|
221K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
30.6K+ 19.02% |
$1.06M - $1.31M
|
192K
$8.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
30.6K+ 19.59% |
$1.06M - $1.31M
|
187K
$8.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
29.3K+ 117.59% |
$1.02M - $1.25M
|
54.2K
$2.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.8K+ 10.69% |
$1M - $1.23M
|
299K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.7KNew |
$961K - $1.18M
|
27.7K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
27.2K+ 15.69% |
$946K - $1.16M
|
201K
$9.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
27.2K+ 34.75% |
$945K - $1.16M
|
106K
$4.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.2KNew |
$945K - $1.16M
|
27.2K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.5KNew |
$921K - $1.13M
|
26.5K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26K+ 68423.68% |
$903K - $1.11M
|
26K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9K+ 329.41% |
$901K - $1.11M
|
33.8K
$1.56M
|