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 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.29K+ 5.23% |
$218K - $269K
|
127K
$5.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6.28K+ 5.07% |
$218K - $269K
|
130K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.26K+ 21.5% |
$217K - $267K
|
35.4K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.2KNew |
$215K - $265K
|
6.2K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.18KNew |
$215K - $264K
|
6.18K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 3.94% |
$211K - $260K
|
160K
$7.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.9K+ 3.94% |
$205K - $252K
|
156K
$7.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.85K+ 3.24% |
$203K - $250K
|
186K
$8.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.78KNew |
$201K - $247K
|
5.78K
$266K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.76KNew |
$200K - $246K
|
5.76K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.7KNew |
$198K - $244K
|
5.7K
$262K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.67K+ 92.52% |
$197K - $242K
|
11.8K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.61KNew |
$195K - $240K
|
5.61K
$258K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
5.58K+ 39.13% |
$194K - $238K
|
19.8K
$913K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.54K+ 5.34% |
$192K - $237K
|
109K
$5.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.48KNew |
$190K - $234K
|
5.48K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.45K+ 50.28% |
$189K - $233K
|
16.3K
$750K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.38K+ 7.92% |
$187K - $230K
|
73.4K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.36K+ 5.81% |
$186K - $229K
|
97.6K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.32K+ 41.16% |
$185K - $228K
|
18.3K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.3KNew |
$184K - $227K
|
5.3K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
5.3KNew |
$184K - $226K
|
5.3K
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.25K+ 21.22% |
$182K - $224K
|
30K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.25K+ 8.18% |
$182K - $224K
|
69.4K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.21KNew |
$181K - $222K
|
5.21K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$181K - $222K
|
5.2K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
5.16K+ 46.44% |
$179K - $221K
|
16.3K
$750K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
5.15KNew |
$179K - $220K
|
5.15K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.11KNew |
$177K - $218K
|
5.11K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.04K+ 1.31% |
$175K - $215K
|
390K
$18M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.02KNew |
$174K - $214K
|
5.02K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.95KNew |
$172K - $211K
|
4.95K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.94KNew |
$172K - $211K
|
4.94K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$172K - $211K
|
4.94K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.93K+ 25.87% |
$171K - $211K
|
24K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.89KNew |
$170K - $209K
|
4.89K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$170K - $209K
|
4.89K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.88K+ 20.86% |
$169K - $208K
|
28.3K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4.87KNew |
$169K - $208K
|
4.87K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.76KNew |
$165K - $203K
|
4.76K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.75KNew |
$165K - $203K
|
4.75K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.73K+ 2.59% |
$164K - $202K
|
187K
$8.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.73KNew |
$164K - $202K
|
4.73K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$163K - $201K
|
4.7K
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.69KNew |
$163K - $200K
|
4.69K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.69K+ 12.35% |
$163K - $200K
|
42.6K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.65KNew |
$162K - $199K
|
4.65K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4.52K+ 9.21% |
$157K - $193K
|
53.6K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.49K+ 5.03% |
$156K - $192K
|
93.8K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.48K+ 13.59% |
$155K - $191K
|
37.4K
$1.72M
|