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 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
619+ 0.98% |
$22.9K - $25.1K
|
64.1K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
588+ 21.01% |
$21.8K - $23.9K
|
3.39K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
565+ 2.48% |
$20.9K - $23K
|
23.4K
$1M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
561+ 0.91% |
$20.8K - $22.8K
|
62.1K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
556+ 77.44% |
$20.6K - $22.6K
|
1.27K
$54.5K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
555+ 20.29% |
$20.6K - $22.5K
|
3.29K
$141K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
519New |
$19.2K - $21.1K
|
519
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
511+ 6.37% |
$18.9K - $20.8K
|
8.53K
$365K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
506+ 0.24% |
$18.8K - $20.6K
|
215K
$9.21M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
502+ 3.71% |
$18.6K - $20.4K
|
14K
$599K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
501+ 2.27% |
$18.6K - $20.4K
|
22.6K
$965K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 2.33% |
$18.3K - $20.1K
|
21.8K
$931K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
492+ 3.74% |
$18.2K - $20K
|
13.6K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
478+ 2.59% |
$17.7K - $19.4K
|
18.9K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
444+ 3.33% |
$16.5K - $18K
|
13.8K
$589K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
433+ 26.08% |
$16.1K - $17.6K
|
2.09K
$89.5K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
417+ 15.95% |
$15.5K - $16.9K
|
3.03K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
410+ 1.07% |
$15.2K - $16.7K
|
38.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
386+ 0.65% |
$14.3K - $15.7K
|
60K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
334+ 1.52% |
$12.4K - $13.6K
|
22.4K
$956K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
324+ 2.52% |
$12K - $13.2K
|
13.2K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 1.51% |
$11.8K - $12.9K
|
21.4K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
315+ 2.01% |
$11.7K - $12.8K
|
16K
$683K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
313+ 0.09% |
$11.6K - $12.7K
|
368K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
310+ 0.76% |
$11.5K - $12.6K
|
41.2K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
304+ 1125.93% |
$11.3K - $12.4K
|
331
$14.2K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
290New |
$10.8K - $11.8K
|
290
$12.4K
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
288+ 0.76% |
$10.7K - $11.7K
|
38.2K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
284+ 1.17% |
$10.5K - $11.5K
|
24.6K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
282+ 2.39% |
$10.5K - $11.5K
|
12.1K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
277New |
$10.3K - $11.3K
|
277
$11.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
268+ 0.86% |
$9.93K - $10.9K
|
31.4K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
255+ 3.56% |
$9.45K - $10.4K
|
7.41K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
242+ 3.98% |
$8.97K - $9.83K
|
6.32K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
238+ 1.99% |
$8.82K - $9.67K
|
12.2K
$522K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
229New |
$8.49K - $9.3K
|
229
$9.79K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
228+ 1.7% |
$8.45K - $9.26K
|
13.6K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
203+ 0.35% |
$7.53K - $8.25K
|
58.8K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
189+ 0.22% |
$7.01K - $7.68K
|
84.8K
$3.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 0.81% |
$6.67K - $7.31K
|
22.5K
$961K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
175New |
$6.49K - $7.11K
|
175
$7.48K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
167New |
$6.19K - $6.79K
|
167
$7.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
140New |
$5.19K - $5.69K
|
140
$5.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
119+ 0.89% |
$4.41K - $4.83K
|
13.4K
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
111New |
$4.11K - $4.51K
|
111
$4.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
107+ 1.91% |
$3.97K - $4.35K
|
5.72K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
90+ 0.53% |
$3.34K - $3.66K
|
17K
$726K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.92% |
$2.56K - $2.8K
|
7.61K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 124.53% |
$2.45K - $2.68K
|
119
$5.09K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
62+ 0.72% |
$2.3K - $2.52K
|
8.62K
$369K
|