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 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
24.8KNew |
$859K - $1.06M
|
24.8K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6K+ 1216.65% |
$852K - $1.05M
|
26.6K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24.5KNew |
$850K - $1.05M
|
24.5K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.3K+ 11.34% |
$844K - $1.04M
|
239K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 11.97% |
$844K - $1.04M
|
227K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.2K+ 68.33% |
$807K - $994K
|
57.3K
$2.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
23K+ 14.25% |
$800K - $984K
|
185K
$8.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.9K+ 1.56% |
$793K - $977K
|
1.49M
$68.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.8KNew |
$791K - $973K
|
22.8K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22.3K+ 316.39% |
$775K - $954K
|
29.4K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
22.3K+ 32.64% |
$773K - $952K
|
90.5K
$4.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
21.9K+ 233.79% |
$760K - $935K
|
31.2K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20.9K+ 15.1% |
$727K - $895K
|
160K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
20.4K+ 42.38% |
$708K - $871K
|
68.5K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$674K - $829K
|
19.4K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.4KNew |
$672K - $828K
|
19.4K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
19.3K+ 28.37% |
$670K - $824K
|
87.3K
$4.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
19.1K+ 3.38% |
$664K - $818K
|
586K
$27M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
18.5K+ 252.9% |
$643K - $791K
|
25.8K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
18.2KNew |
$630K - $776K
|
18.2K
$836K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18KNew |
$624K - $768K
|
18K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17.8K+ 23.05% |
$618K - $761K
|
95K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
17.8K+ 52.5% |
$617K - $759K
|
51.6K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 4.65% |
$609K - $750K
|
395K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.5KNew |
$606K - $747K
|
17.5K
$804K
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
17.4KNew |
$606K - $745K
|
17.4K
$803K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.3K+ 3.13% |
$600K - $739K
|
569K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
17.3K+ 243.48% |
$600K - $738K
|
24.4K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17.1K+ 46.33% |
$594K - $731K
|
54K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
17K+ 5.11% |
$589K - $725K
|
349K
$16.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.6K+ 30.34% |
$576K - $709K
|
71.2K
$3.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 10.56% |
$570K - $701K
|
172K
$7.91M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.2KNew |
$562K - $692K
|
16.2K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
16KNew |
$556K - $685K
|
16K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16KNew |
$555K - $683K
|
16K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.5K+ 107.67% |
$536K - $660K
|
29.8K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.2KNew |
$527K - $649K
|
15.2K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
15.1K+ 25.76% |
$526K - $647K
|
73.9K
$3.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15K+ 2.56% |
$520K - $640K
|
601K
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15K+ 100.98% |
$520K - $640K
|
29.8K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.3KNew |
$495K - $609K
|
14.3K
$656K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14.2K+ 2.26% |
$492K - $605K
|
641K
$29.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$491K - $604K
|
14.1K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14.1K+ 86.13% |
$488K - $601K
|
30.4K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.9K+ 22.79% |
$482K - $593K
|
74.8K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
13.5K+ 25.47% |
$469K - $577K
|
66.5K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13K+ 95.16% |
$450K - $554K
|
26.6K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
12.9K+ 3.02% |
$446K - $549K
|
439K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
12.8K+ 12.59% |
$444K - $546K
|
114K
$5.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.3K+ 88.67% |
$428K - $526K
|
26.2K
$1.21M
|