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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38K+ 6.95% |
$1.41M - $1.55M
|
586K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
37.1K+ 197.83% |
$1.37M - $1.51M
|
55.8K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$1.37M - $1.51M
|
37.1K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
34KNew |
$1.26M - $1.38M
|
34K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
33.6K+ 34.67% |
$1.25M - $1.37M
|
131K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 0.67% |
$1.24M - $1.36M
|
5.06M
$216M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 6.9% |
$1.24M - $1.36M
|
518K
$22.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
33.1K+ 8.85% |
$1.23M - $1.34M
|
407K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32.2K+ 5.42% |
$1.19M - $1.31M
|
626K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31.8K+ 11.0% |
$1.18M - $1.29M
|
321K
$13.7M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.3K+ 141.56% |
$1.09M - $1.19M
|
50K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 24.44% |
$1.05M - $1.15M
|
144K
$6.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28KNew |
$1.04M - $1.14M
|
28K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.01M - $1.11M
|
27.3K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25.2K+ 24.95% |
$935K - $1.03M
|
126K
$5.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.9K+ 2.14% |
$923K - $1.01M
|
1.19M
$50.7M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
24.4K+ 126.64% |
$903K - $989K
|
43.6K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 30.83% |
$880K - $965K
|
101K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
23.1KNew |
$856K - $939K
|
23.1K
$988K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.8K+ 11.9% |
$845K - $926K
|
214K
$9.17M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22.7K+ 2.66% |
$843K - $924K
|
878K
$37.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
22.5KNew |
$834K - $914K
|
22.5K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
22.5K+ 8.38% |
$832K - $912K
|
290K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.3K+ 6.6% |
$828K - $907K
|
361K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
21.6K+ 36.34% |
$802K - $879K
|
81.2K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 44.22% |
$800K - $876K
|
70.4K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.9KNew |
$773K - $847K
|
20.9K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20.2K+ 66.13% |
$750K - $821K
|
50.8K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.4K+ 14.78% |
$721K - $790K
|
151K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.1K+ 15327.12% |
$670K - $735K
|
18.2K
$778K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 2.43% |
$642K - $704K
|
731K
$31.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.7K+ 9.62% |
$620K - $680K
|
191K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
16.5K+ 22.41% |
$613K - $672K
|
90.3K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
16.3K+ 133.91% |
$605K - $663K
|
28.5K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.1K+ 41.74% |
$596K - $654K
|
54.6K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.1KNew |
$596K - $653K
|
16.1K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.9K+ 187.76% |
$591K - $648K
|
24.4K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.8K+ 13.51% |
$587K - $643K
|
133K
$5.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.3KNew |
$566K - $620K
|
15.3K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
15KNew |
$556K - $609K
|
15K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.9K+ 192.42% |
$552K - $605K
|
22.6K
$968K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 478.15% |
$547K - $599K
|
17.8K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.7K+ 10.42% |
$546K - $599K
|
156K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
14K+ 21.82% |
$520K - $570K
|
78.3K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14K+ 80.23% |
$518K - $568K
|
31.4K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.8KNew |
$512K - $562K
|
13.8K
$591K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.8K+ 12.55% |
$512K - $562K
|
124K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
13.5K+ 7.64% |
$500K - $548K
|
190K
$8.12M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$488K - $535K
|
13.2K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
12.6KNew |
$466K - $511K
|
12.6K
$537K
|