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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01K+ 23.67% |
$69.9K - $86K
|
10.5K
$484K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 1.41% |
$69.8K - $85.9K
|
144K
$6.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.99K+ 2.42% |
$69.1K - $85.1K
|
84.2K
$3.88M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.63% |
$65.3K - $80.4K
|
73.4K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.87K+ 2.88% |
$65.1K - $80.1K
|
67K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.86K+ 0.98% |
$64.6K - $79.5K
|
193K
$8.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.84KNew |
$63.8K - $78.5K
|
1.84K
$84.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.79K+ 6.44% |
$62K - $76.4K
|
29.5K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 19.14% |
$60.3K - $74.3K
|
10.8K
$498K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.65K+ 3.12% |
$57.3K - $70.5K
|
54.5K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.64K+ 16.49% |
$56.8K - $70K
|
11.6K
$532K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.63K+ 104.56% |
$56.5K - $69.6K
|
3.19K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 2.82% |
$55.8K - $68.7K
|
58.7K
$2.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.6K+ 5.8% |
$55.4K - $68.3K
|
29.1K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.57K+ 2.35% |
$54.5K - $67.1K
|
68.2K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.55K+ 2.76% |
$54K - $66.4K
|
58K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.55K+ 12.84% |
$53.9K - $66.3K
|
13.6K
$627K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.54K+ 3.93% |
$53.6K - $65.9K
|
40.8K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 2.19% |
$52.5K - $64.6K
|
70.6K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.51K+ 17.46% |
$52.4K - $64.5K
|
10.2K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.49K+ 3.17% |
$51.8K - $63.7K
|
48.6K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.47K+ 7.13% |
$51.1K - $62.9K
|
22.1K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.46K+ 16.88% |
$50.5K - $62.2K
|
10.1K
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.42KNew |
$49.4K - $60.9K
|
1.42K
$65.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.42K+ 10.93% |
$49.4K - $60.9K
|
14.5K
$665K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.4K+ 268.79% |
$48.4K - $59.6K
|
1.91K
$88.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.38K+ 11.96% |
$47.9K - $58.9K
|
12.9K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.38K+ 1.77% |
$47.8K - $58.8K
|
79K
$3.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.35K+ 6.26% |
$46.9K - $57.7K
|
22.9K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.3K+ 8.75% |
$45.1K - $55.6K
|
16.2K
$744K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.26K+ 3.24% |
$43.6K - $53.7K
|
40K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 1.8% |
$43.2K - $53.2K
|
70.3K
$3.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.69% |
$42.3K - $52K
|
73.1K
$3.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.16K+ 5.03% |
$40.3K - $49.6K
|
24.3K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.16K+ 9.72% |
$40.2K - $49.5K
|
13.1K
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.15KNew |
$39.8K - $48.9K
|
1.15K
$52.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.14K+ 0.74% |
$39.6K - $48.8K
|
154K
$7.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.14K+ 1.49% |
$39.6K - $48.7K
|
77.5K
$3.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.14K+ 14.4% |
$39.6K - $48.7K
|
9.06K
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.06K+ 5.78% |
$36.8K - $45.3K
|
19.4K
$893K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
970+ 9.34% |
$33.7K - $41.5K
|
11.4K
$523K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
957+ 60.84% |
$33.2K - $40.9K
|
2.53K
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
943+ 0.3% |
$32.7K - $40.3K
|
313K
$14.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
929New |
$32.3K - $39.7K
|
929
$42.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
917+ 0.8% |
$31.8K - $39.2K
|
115K
$5.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
904+ 3.8% |
$31.4K - $38.6K
|
24.7K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
896+ 1.06% |
$31.1K - $38.3K
|
85.7K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
886+ 22.4% |
$30.8K - $37.9K
|
4.84K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
885New |
$30.7K - $37.8K
|
885
$40.7K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
824+ 8.58% |
$28.6K - $35.2K
|
10.4K
$480K
|