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 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
238+ 1.99% |
$8.82K - $9.67K
|
12.2K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
228+ 1.7% |
$8.45K - $9.26K
|
13.6K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
203+ 0.35% |
$7.53K - $8.25K
|
58.8K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
189+ 0.22% |
$7.01K - $7.68K
|
84.8K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 0.81% |
$6.67K - $7.31K
|
22.5K
$935K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
178+ 3.21% |
$6.6K - $7.23K
|
5.73K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
175New |
$6.49K - $7.11K
|
175
$7.28K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
167New |
$6.19K - $6.79K
|
167
$6.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
140New |
$5.19K - $5.69K
|
140
$5.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
119+ 0.89% |
$4.41K - $4.83K
|
13.4K
$558K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
111New |
$4.11K - $4.51K
|
111
$4.62K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
107+ 1.91% |
$3.97K - $4.35K
|
5.72K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
90+ 0.53% |
$3.34K - $3.66K
|
17K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
87+ 0.22% |
$3.23K - $3.53K
|
39.3K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
81+ 0.71% |
$3K - $3.29K
|
11.5K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.92% |
$2.56K - $2.8K
|
7.61K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 124.53% |
$2.45K - $2.68K
|
119
$4.95K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
62+ 0.72% |
$2.3K - $2.52K
|
8.62K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
60New |
$2.22K - $2.44K
|
60
$2.5K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
58+ 0.78% |
$2.15K - $2.36K
|
7.53K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
58New |
$2.15K - $2.36K
|
58
$2.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
52+ 2.22% |
$1.93K - $2.11K
|
2.39K
$99.5K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 1.31% |
$1.89K - $2.07K
|
3.96K
$165K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
49New |
$1.82K - $1.99K
|
49
$2.04K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
47+ 0.57% |
$1.74K - $1.91K
|
8.27K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38New |
$1.41K - $1.54K
|
38
$1.58K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
35+ 0.45% |
$1.3K - $1.42K
|
7.83K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
35+ 1.32% |
$1.3K - $1.42K
|
2.69K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
30+ 0.02% |
$1.11K - $1.22K
|
161K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
28+ 0.06% |
$1.04K - $1.14K
|
43.2K
$1.8M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
27New |
$1K - $1.1K
|
27
$1.12K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
25+ 0.12% |
$927 - $1.02K
|
20.2K
$839K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22+ 0.65% |
$816 - $894
|
3.43K
$143K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.18% |
$704 - $772
|
10.4K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17+ 0.14% |
$630 - $691
|
12K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17+ 0.15% |
$630 - $691
|
11.7K
$486K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13New |
$482 - $528
|
13
$541
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.13% |
$408 - $447
|
8.71K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10+ 0.16% |
$371 - $406
|
6.27K
$261K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$111 - $122
|
3
$125
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
518KNew |
$19.9M - $22.2M
|
518K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
186KNew |
$7.12M - $7.95M
|
186K
$7.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
51.8K+ 427.8% |
$1.99M - $2.22M
|
63.9K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
42.8KNew |
$1.64M - $1.83M
|
42.8K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.9K+ 6.52% |
$803K - $896K
|
342K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.8KNew |
$759K - $847K
|
19.8K
$822K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$753K - $840K
|
19.6K
$816K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
19.6K+ 27.89% |
$752K - $839K
|
89.8K
$3.74M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
16.6KNew |
$637K - $711K
|
16.6K
$691K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.7K+ 7.41% |
$603K - $673K
|
228K
$9.48M
|
|