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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.15K+ 2.93% |
$79.7K - $87.4K
|
75.5K
$3.23M
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.09K+ 12.82% |
$77.3K - $84.7K
|
18.3K
$784K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.06K+ 3.67% |
$76.3K - $83.6K
|
58.2K
$2.49M
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
2.05K+ 8.97% |
$76K - $83.3K
|
24.9K
$1.06M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 12.19% |
$73.5K - $80.6K
|
18.2K
$780K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.98K+ 2.05% |
$73.3K - $80.4K
|
98.6K
$4.22M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.93K+ 24.21% |
$71.5K - $78.4K
|
9.9K
$423K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.93K+ 3.96% |
$71.4K - $78.3K
|
50.6K
$2.16M
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.92K+ 2.64% |
$71K - $77.8K
|
74.6K
$3.19M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.8K+ 0.67% |
$66.8K - $73.3K
|
269K
$11.5M
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.77KNew |
$65.6K - $71.9K
|
1.77K
$75.7K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.73K+ 0.65% |
$64.1K - $70.3K
|
270K
$11.5M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 22.58% |
$62.2K - $68.1K
|
9.1K
$389K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.56K+ 1.03% |
$57.7K - $63.3K
|
153K
$6.56M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.56KNew |
$57.7K - $63.3K
|
1.56K
$66.6K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.55K+ 0.41% |
$57.5K - $63K
|
377K
$16.1M
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.45K+ 83.24% |
$53.8K - $58.9K
|
3.19K
$136K
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.43K+ 8.94% |
$53K - $58.1K
|
17.4K
$745K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.42K+ 23.98% |
$52.5K - $57.6K
|
7.33K
$313K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.38K+ 1.38% |
$51.1K - $56K
|
102K
$4.35M
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.37K+ 14.01% |
$50.6K - $55.5K
|
11.1K
$475K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.24K+ 6.1% |
$46.1K - $50.5K
|
21.6K
$925K
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.22K+ 7.38% |
$45.2K - $49.5K
|
17.7K
$758K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.22K+ 23.64% |
$45K - $49.4K
|
6.36K
$272K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.2% |
$44.3K - $48.6K
|
55.6K
$2.38M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.19K+ 5.63% |
$44K - $48.3K
|
22.3K
$953K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.16K+ 3.61% |
$42.9K - $47K
|
33.2K
$1.42M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.15KNew |
$42.6K - $46.7K
|
1.15K
$49.2K
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$42.5K - $46.6K
|
1.15K
$49K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.14K+ 4.08% |
$42.3K - $46.4K
|
29.1K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.07K+ 9.97% |
$39.6K - $43.4K
|
11.8K
$504K
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.07K+ 1.04% |
$39.5K - $43.3K
|
104K
$4.44M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 15.24% |
$37.6K - $41.2K
|
7.66K
$327K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
995+ 9.59% |
$36.9K - $40.4K
|
11.4K
$486K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
939+ 7.11% |
$34.8K - $38.2K
|
14.1K
$605K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
933New |
$34.6K - $37.9K
|
933
$39.9K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
926+ 1.36% |
$34.3K - $37.6K
|
69.1K
$2.95M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
919+ 1.56% |
$34.1K - $37.3K
|
60K
$2.56M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
915New |
$33.9K - $37.2K
|
915
$39.1K
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
905+ 10.4% |
$33.5K - $36.8K
|
9.6K
$411K
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
903+ 8.14% |
$33.5K - $36.7K
|
12K
$513K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
865+ 0.66% |
$32.1K - $35.1K
|
131K
$5.6M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
805New |
$29.8K - $32.7K
|
805
$34.4K
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
739New |
$27.4K - $30K
|
739
$31.6K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
735+ 9.46% |
$27.2K - $29.9K
|
8.5K
$364K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
722+ 267.41% |
$26.8K - $29.3K
|
992
$42.4K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
715+ 1.2% |
$26.5K - $29.1K
|
60.4K
$2.58M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
670+ 4.24% |
$24.8K - $27.2K
|
16.5K
$704K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
626+ 7.95% |
$23.2K - $25.4K
|
8.5K
$363K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
621New |
$23K - $25.2K
|
621
$26.6K
|