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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
94+ 1.4% |
$3.39K - $3.92K
|
6.82K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
89New |
$3.21K - $3.71K
|
89
$3.5K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
89+ 4.96% |
$3.21K - $3.71K
|
1.88K
$74K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
83+ 1.34% |
$2.99K - $3.46K
|
6.26K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
82+ 26.11% |
$2.95K - $3.42K
|
396
$15.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
75+ 0.59% |
$2.7K - $3.13K
|
12.9K
$506K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
72New |
$2.59K - $3K
|
72
$2.83K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
59+ 0.46% |
$2.13K - $2.46K
|
12.9K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
49+ 0.64% |
$1.76K - $2.04K
|
7.66K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
47+ 0.4% |
$1.69K - $1.96K
|
11.8K
$465K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 45.19% |
$1.69K - $1.96K
|
151
$5.93K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
43New |
$1.55K - $1.79K
|
43
$1.69K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 0.27% |
$1.3K - $1.5K
|
13.4K
$526K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35+ 0.21% |
$1.26K - $1.46K
|
16.6K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
30+ 0.03% |
$1.08K - $1.25K
|
100K
$3.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
26+ 0.33% |
$937 - $1.08K
|
7.88K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
26+ 0.25% |
$937 - $1.08K
|
10.4K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24New |
$864 - $1K
|
24
$943
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22New |
$792 - $917
|
22
$865
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21New |
$756 - $875
|
21
$825
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20New |
$720 - $834
|
20
$786
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
19+ 0.22% |
$684 - $792
|
8.48K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 4.76% |
$360 - $417
|
220
$8.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.09% |
$216 - $250
|
6.85K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$36 - $41.7
|
9.65K
$379K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
129K+ 649.3% |
$4.55M - $5M
|
149K
$5.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24.4K+ 9.7% |
$862K - $947K
|
276K
$10.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 22.85% |
$521K - $572K
|
79.3K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.8KNew |
$487K - $535K
|
13.8K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.7KNew |
$482K - $530K
|
13.7K
$537K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.2KNew |
$467K - $513K
|
13.2K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.2KNew |
$432K - $474K
|
12.2K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 73.73% |
$386K - $425K
|
25.8K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.61K+ 130.79% |
$339K - $373K
|
17K
$666K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
9.55K+ 106.53% |
$337K - $371K
|
18.5K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.1KNew |
$286K - $314K
|
8.1K
$318K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.7KNew |
$272K - $299K
|
7.7K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.66KNew |
$270K - $297K
|
7.66K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.37KNew |
$260K - $286K
|
7.37K
$290K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.28KNew |
$257K - $282K
|
7.28K
$286K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.06KNew |
$249K - $274K
|
7.06K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
6.87KNew |
$243K - $266K
|
6.87K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.51KNew |
$230K - $253K
|
6.51K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.01KNew |
$212K - $233K
|
6.01K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.49KNew |
$194K - $213K
|
5.49K
$216K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.03K+ 9.95% |
$71.6K - $78.7K
|
22.4K
$881K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.31KNew |
$46.3K - $50.9K
|
1.31K
$51.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
932New |
$32.9K - $36.2K
|
932
$36.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
900+ 1.9% |
$31.8K - $34.9K
|
48.3K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
721+ 24.86% |
$25.5K - $28K
|
3.62K
$142K
|
|