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 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.23K+ 4.56% |
$223K - $245K
|
120K
$5.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.2KNew |
$222K - $244K
|
5.2K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.2KNew |
$222K - $244K
|
5.2K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
5.15KNew |
$220K - $242K
|
5.15K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.13K+ 12.87% |
$219K - $241K
|
45K
$2.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.12K+ 6.08% |
$219K - $240K
|
89.3K
$4.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.08KNew |
$217K - $238K
|
5.08K
$241K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.87KNew |
$208K - $228K
|
4.87K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.85KNew |
$207K - $228K
|
4.85K
$230K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.8K+ 12.52% |
$205K - $225K
|
43.1K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.78KNew |
$204K - $224K
|
4.78K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.75K+ 30.42% |
$203K - $223K
|
20.4K
$966K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.7K+ 3.52% |
$201K - $221K
|
138K
$6.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.53K+ 22.27% |
$193K - $213K
|
24.9K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.53KNew |
$193K - $213K
|
4.53K
$215K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.5K+ 2.87% |
$192K - $211K
|
162K
$7.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.49K+ 2.03% |
$192K - $211K
|
226K
$10.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.48K+ 0.76% |
$191K - $210K
|
590K
$28M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.36KNew |
$186K - $204K
|
4.36K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.34K+ 22.96% |
$185K - $204K
|
23.3K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$185K - $203K
|
4.33K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.32K+ 7.19% |
$185K - $203K
|
64.5K
$3.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.29KNew |
$183K - $201K
|
4.29K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.25K+ 20.71% |
$181K - $199K
|
24.8K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.2K+ 10.81% |
$179K - $197K
|
43.1K
$2.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.14K+ 80.65% |
$177K - $194K
|
9.28K
$440K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.13KNew |
$176K - $194K
|
4.13K
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
4.09K+ 29.43% |
$175K - $192K
|
18K
$854K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.01KNew |
$171K - $188K
|
4.01K
$190K
|
|
|
Nov 14, 2025
Q3 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.97K+ 1.11% |
$169K - $186K
|
362K
$17.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
3.85K+ 17.27% |
$164K - $180K
|
26.1K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
3.7K+ 11.83% |
$158K - $173K
|
34.9K
$1.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.7K+ 24.92% |
$158K - $173K
|
18.5K
$879K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.6K+ 1.32% |
$154K - $169K
|
276K
$13.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.57K+ 9.34% |
$152K - $168K
|
41.8K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 12.82% |
$149K - $164K
|
30.8K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.49K+ 1.25% |
$149K - $164K
|
282K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.45KNew |
$147K - $162K
|
3.45K
$164K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.44K+ 2.04% |
$147K - $161K
|
172K
$8.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.32K+ 4.49% |
$141K - $156K
|
77.2K
$3.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$140K - $154K
|
3.29K
$156K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
3.17KNew |
$135K - $148K
|
3.17K
$150K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.15K+ 9.01% |
$134K - $148K
|
38.1K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.12K+ 17.18% |
$133K - $146K
|
21.3K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
3K+ 2.55% |
$128K - $141K
|
121K
$5.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.96K+ 22.65% |
$126K - $139K
|
16K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.94K+ 2.04% |
$125K - $138K
|
147K
$6.96M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.92K+ 1.6% |
$125K - $137K
|
186K
$8.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.87K+ 5.94% |
$123K - $135K
|
51.2K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
2.85K+ 295.14% |
$122K - $134K
|
3.82K
$181K
|
|