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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
783+ 3.54% |
$33.4K - $36.7K
|
22.9K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
776+ 13.22% |
$33.1K - $36.4K
|
6.65K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
740+ 6.4% |
$31.6K - $34.7K
|
12.3K
$584K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
724+ 7.48% |
$30.9K - $34K
|
10.4K
$494K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
717+ 9.28% |
$30.6K - $33.6K
|
8.45K
$401K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
715+ 2.73% |
$30.5K - $33.5K
|
26.9K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
705+ 0.17% |
$30.1K - $33.1K
|
417K
$19.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
683+ 60.87% |
$29.1K - $32K
|
1.81K
$85.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
681+ 0.9% |
$29.1K - $31.9K
|
76.6K
$3.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
681+ 4.8% |
$29.1K - $31.9K
|
14.9K
$706K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
671+ 0.95% |
$28.6K - $31.5K
|
71K
$3.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
654+ 1.0% |
$27.9K - $30.7K
|
65.9K
$3.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
643+ 1.51% |
$27.4K - $30.2K
|
43.3K
$2.05M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
626New |
$26.7K - $29.4K
|
626
$29.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
616+ 9.9% |
$26.3K - $28.9K
|
6.84K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
595+ 7.5% |
$25.4K - $27.9K
|
8.53K
$405K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
589+ 2031.03% |
$25.1K - $27.6K
|
618
$29.3K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
586+ 10.85% |
$25K - $27.5K
|
5.99K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
578+ 4.1% |
$24.7K - $27.1K
|
14.7K
$696K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
574+ 1.45% |
$24.5K - $26.9K
|
40.2K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
549+ 0.11% |
$23.4K - $25.8K
|
512K
$24.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
521+ 8.44% |
$22.2K - $24.4K
|
6.69K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
518New |
$22.1K - $24.3K
|
518
$24.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
506New |
$21.6K - $23.7K
|
506
$24K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
477+ 1.15% |
$20.4K - $22.4K
|
42.1K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
465+ 0.4% |
$19.8K - $21.8K
|
116K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
460+ 147.91% |
$19.6K - $21.6K
|
771
$36.6K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
455+ 2.35% |
$19.4K - $21.3K
|
19.8K
$941K
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
433New |
$18.5K - $20.3K
|
433
$20.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
430+ 2.17% |
$18.3K - $20.2K
|
20.3K
$961K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
429New |
$18.3K - $20.1K
|
429
$20.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
415New |
$17.7K - $19.5K
|
415
$19.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400+ 952.38% |
$17.1K - $18.8K
|
442
$21K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
379+ 1.43% |
$16.2K - $17.8K
|
26.9K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
372New |
$15.9K - $17.5K
|
372
$17.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
350+ 6.12% |
$14.9K - $16.4K
|
6.07K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
347+ 4.48% |
$14.8K - $16.3K
|
8.1K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
344+ 6.32% |
$14.7K - $16.1K
|
5.79K
$274K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
325+ 1.09% |
$13.9K - $15.2K
|
30.2K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
323+ 5.59% |
$13.8K - $15.2K
|
6.1K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
321+ 20.36% |
$13.7K - $15.1K
|
1.9K
$90.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
316+ 2.85% |
$13.5K - $14.8K
|
11.4K
$542K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
304New |
$13K - $14.3K
|
304
$14.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
291+ 0.93% |
$12.4K - $13.7K
|
31.4K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
284+ 24.07% |
$12.1K - $13.3K
|
1.46K
$69.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
276New |
$11.8K - $12.9K
|
276
$13.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
250+ 1.44% |
$10.7K - $11.7K
|
17.6K
$837K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
246+ 1.82% |
$10.5K - $11.5K
|
13.7K
$652K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
242+ 0.39% |
$10.3K - $11.4K
|
61.8K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
227+ 0.18% |
$9.69K - $10.6K
|
128K
$6.08M
|
|