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
|
Univest Financial Corp
|
BUY
|
- |
2.83K+ 19.6% |
$121K - $133K
|
17.3K
$820K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.74K+ 5.53% |
$117K - $129K
|
52.4K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.73K+ 15.3% |
$117K - $128K
|
20.6K
$977K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.68K+ 9.11% |
$114K - $126K
|
32.1K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 9.72% |
$112K - $124K
|
29.8K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.57K+ 6.26% |
$110K - $121K
|
43.7K
$2.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.55K+ 2.16% |
$109K - $120K
|
121K
$5.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.53K+ 49.68% |
$108K - $118K
|
7.61K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
2.52K+ 22.2% |
$108K - $118K
|
13.9K
$658K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.49K+ 1.03% |
$106K - $117K
|
244K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.49KNew |
$106K - $117K
|
2.49K
$118K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.47K+ 30.78% |
$105K - $116K
|
10.5K
$498K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.47K+ 39.94% |
$105K - $116K
|
8.65K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.42K+ 40.94% |
$103K - $113K
|
8.32K
$395K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.39KNew |
$102K - $112K
|
2.39K
$113K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.37K+ 70.45% |
$101K - $111K
|
5.74K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 32.45% |
$96.7K - $106K
|
9.25K
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 15.87% |
$95.8K - $105K
|
16.4K
$778K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.15K+ 11.83% |
$91.7K - $101K
|
20.3K
$965K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
2.11K+ 1.83% |
$90K - $99K
|
117K
$5.56M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 0.94% |
$89.9K - $98.8K
|
226K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.1K+ 2.27% |
$89.5K - $98.4K
|
94.3K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 4.51% |
$89.2K - $98K
|
48.4K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.03K+ 3.74% |
$86.8K - $95.4K
|
56.5K
$2.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.02K+ 2.55% |
$86K - $94.5K
|
81.1K
$3.85M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.01K+ 1.35% |
$85.9K - $94.5K
|
151K
$7.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 2.07% |
$84.8K - $93.3K
|
98.2K
$4.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.89K+ 34.49% |
$80.7K - $88.7K
|
7.37K
$350K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 16.02% |
$80K - $88K
|
13.6K
$644K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.85K+ 25.58% |
$78.7K - $86.5K
|
9.06K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.84K+ 11.28% |
$78.4K - $86.2K
|
18.1K
$860K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.83K+ 17.73% |
$78K - $85.8K
|
12.1K
$576K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.79K+ 15.17% |
$76.3K - $83.9K
|
13.6K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.77K+ 2.7% |
$75.4K - $82.9K
|
67.1K
$3.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.74K+ 1.03% |
$74.2K - $81.6K
|
171K
$8.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.74K+ 1.83% |
$74K - $81.4K
|
96.8K
$4.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.72KNew |
$73.5K - $80.8K
|
1.72K
$81.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.71K+ 2.76% |
$73.1K - $80.4K
|
63.9K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.7K+ 6.07% |
$72.4K - $79.6K
|
29.6K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.7K+ 1.28% |
$72.3K - $79.5K
|
134K
$6.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.69KNew |
$72.2K - $79.3K
|
1.69K
$80.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.68K+ 5.52% |
$71.6K - $78.7K
|
32.1K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$70.3K - $77.3K
|
1.65K
$78.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.63K+ 3.22% |
$69.4K - $76.3K
|
52.1K
$2.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.62K+ 1.53% |
$69K - $75.8K
|
107K
$5.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.61K+ 9.86% |
$68.5K - $75.3K
|
17.9K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 5.23% |
$67.4K - $74.1K
|
31.8K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 1.17% |
$66.6K - $73.2K
|
135K
$6.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.49K+ 19.68% |
$63.6K - $69.9K
|
9.07K
$430K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.48K+ 7.6% |
$62.9K - $69.2K
|
20.9K
$991K
|
|