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 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12K+ 3.32% |
$415K - $511K
|
373K
$17.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
11.7K+ 50.34% |
$406K - $500K
|
34.9K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.4K+ 45.9% |
$397K - $489K
|
36.3K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.3K+ 97.68% |
$392K - $483K
|
22.9K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.2K+ 2.64% |
$388K - $478K
|
435K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.1K+ 31.52% |
$385K - $474K
|
46.3K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11K+ 188.1% |
$382K - $471K
|
16.9K
$777K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 14.47% |
$382K - $470K
|
87K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11KNew |
$382K - $470K
|
11K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10.9K+ 9.3% |
$378K - $465K
|
128K
$5.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
10.9K+ 4.3% |
$377K - $464K
|
263K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 2.9% |
$374K - $460K
|
382K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.7K+ 46.3% |
$371K - $457K
|
33.8K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 8.56% |
$370K - $455K
|
135K
$6.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 33.89% |
$370K - $455K
|
42.1K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10.3K+ 5.39% |
$356K - $439K
|
201K
$9.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.1K+ 29.57% |
$350K - $431K
|
44.2K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.99K+ 84.71% |
$347K - $427K
|
21.8K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
9.99KNew |
$347K - $427K
|
9.99K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.71K+ 17.47% |
$337K - $415K
|
65.3K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
9.3KNew |
$323K - $398K
|
9.3K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
9.28K+ 9.24% |
$322K - $397K
|
110K
$5.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.2KNew |
$319K - $393K
|
9.2K
$423K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.91K+ 10.15% |
$309K - $381K
|
96.7K
$4.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
8.88K+ 2.18% |
$308K - $379K
|
416K
$19.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
8.83K+ 48.47% |
$306K - $377K
|
27K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.78KNew |
$305K - $375K
|
8.78K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.49K+ 1.09% |
$295K - $363K
|
783K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.48K+ 19.82% |
$294K - $362K
|
51.2K
$2.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.29K+ 36.86% |
$288K - $354K
|
30.8K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 54.3% |
$285K - $350K
|
23.3K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.18K+ 46.94% |
$284K - $350K
|
25.6K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.15K+ 26.31% |
$283K - $349K
|
39.1K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.03KNew |
$279K - $343K
|
8.03K
$370K
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.91K+ 3.39% |
$274K - $338K
|
241K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.9KNew |
$274K - $338K
|
7.9K
$364K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
7.8K+ 3.45% |
$271K - $334K
|
234K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.62K+ 40.3% |
$264K - $326K
|
26.5K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.58KNew |
$263K - $324K
|
7.58K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.51KNew |
$261K - $321K
|
7.51K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
7.5K+ 50.15% |
$260K - $321K
|
22.5K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.47KNew |
$259K - $319K
|
7.47K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.45K+ 28.34% |
$258K - $318K
|
33.7K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.21KNew |
$250K - $308K
|
7.21K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.02K+ 22.31% |
$244K - $300K
|
38.5K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$243K - $299K
|
7.01K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.83K+ 51.84% |
$237K - $292K
|
20K
$920K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.68K+ 106.47% |
$232K - $286K
|
13K
$596K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.52KNew |
$226K - $279K
|
6.52K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.51K+ 80.15% |
$226K - $278K
|
14.6K
$674K
|