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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
10.2K+ 38.54% |
$436K - $479K
|
36.7K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.2K+ 5.74% |
$435K - $479K
|
188K
$8.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.1KNew |
$433K - $476K
|
10.1K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 1.38% |
$432K - $475K
|
743K
$35.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 7.48% |
$431K - $474K
|
145K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.99K+ 19.49% |
$426K - $468K
|
61.2K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
9.7K+ 20.95% |
$414K - $455K
|
56K
$2.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
9.63K+ 2.31% |
$411K - $452K
|
426K
$20.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.62K+ 5.0% |
$410K - $451K
|
202K
$9.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.61K+ 48.98% |
$410K - $451K
|
29.2K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.46KNew |
$404K - $444K
|
9.46K
$449K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.34K+ 188.89% |
$398K - $438K
|
14.3K
$677K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.27K+ 36.74% |
$395K - $435K
|
34.5K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
9.01K+ 2.51% |
$385K - $423K
|
368K
$17.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.98K+ 31.09% |
$383K - $421K
|
37.9K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.83K+ 12.4% |
$377K - $414K
|
80K
$3.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.52K+ 40.14% |
$364K - $400K
|
29.8K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.49K+ 92.47% |
$362K - $398K
|
17.7K
$838K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.42K+ 8.61% |
$359K - $395K
|
106K
$5.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.38KNew |
$357K - $393K
|
8.38K
$397K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.3KNew |
$354K - $390K
|
8.3K
$394K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8.19K+ 4.08% |
$349K - $384K
|
209K
$9.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8K+ 3.79% |
$341K - $375K
|
219K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7.94K+ 153.52% |
$339K - $372K
|
13.1K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.92K+ 2.53% |
$338K - $371K
|
321K
$15.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.87K+ 13.89% |
$336K - $369K
|
64.5K
$3.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
7.79K+ 10.91% |
$332K - $365K
|
79.2K
$3.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.67K+ 8.18% |
$327K - $360K
|
101K
$4.81M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.64K+ 25.41% |
$326K - $358K
|
37.7K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.32KNew |
$312K - $343K
|
7.32K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.15K+ 20.22% |
$305K - $335K
|
42.5K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.94K+ 2.67% |
$296K - $325K
|
266K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
6.84KNew |
$292K - $321K
|
6.84K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.81K+ 25.64% |
$291K - $320K
|
33.4K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.65K+ 88.27% |
$284K - $312K
|
14.2K
$673K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.41K+ 4.82% |
$274K - $301K
|
139K
$6.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.3KNew |
$269K - $296K
|
6.3K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.24K+ 3.06% |
$266K - $293K
|
210K
$9.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.22K+ 25.42% |
$266K - $292K
|
30.7K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.99K+ 3.73% |
$256K - $281K
|
167K
$7.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
5.96K+ 3.11% |
$254K - $280K
|
197K
$9.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.96KNew |
$254K - $279K
|
5.96K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.84KNew |
$249K - $274K
|
5.84K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
5.7KNew |
$243K - $267K
|
5.7K
$270K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.63K+ 18.81% |
$240K - $264K
|
35.6K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.58K+ 2.2% |
$238K - $262K
|
259K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5.55K+ 0.81% |
$237K - $260K
|
694K
$32.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.47K+ 11.76% |
$234K - $257K
|
52K
$2.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.29K+ 6.1% |
$226K - $248K
|
92K
$4.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.25KNew |
$224K - $246K
|
5.25K
$249K
|
|