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 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
222+ 0.68% |
$9.47K - $10.4K
|
32.7K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
210+ 1.1% |
$8.96K - $9.85K
|
19.4K
$920K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
209+ 1.53% |
$8.92K - $9.8K
|
13.8K
$656K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
189+ 0.54% |
$8.06K - $8.87K
|
34.9K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
186+ 0.51% |
$7.94K - $8.73K
|
36.5K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
178New |
$7.6K - $8.35K
|
178
$8.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
175+ 0.42% |
$7.47K - $8.21K
|
41.4K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
159+ 1.55% |
$6.78K - $7.46K
|
10.4K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
155+ 0.5% |
$6.61K - $7.27K
|
31.5K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
147+ 2.51% |
$6.27K - $6.9K
|
6K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
140+ 1.31% |
$5.97K - $6.57K
|
10.8K
$513K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
139+ 0.33% |
$5.93K - $6.52K
|
42.1K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
128+ 11.17% |
$5.46K - $6K
|
1.27K
$60.5K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
112+ 0.95% |
$4.78K - $5.25K
|
11.9K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
111+ 1.03% |
$4.74K - $5.21K
|
10.9K
$518K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
106+ 4.13% |
$4.52K - $4.97K
|
2.67K
$127K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
104New |
$4.44K - $4.88K
|
104
$4.93K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
98New |
$4.18K - $4.6K
|
98
$4.65K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
94+ 28.06% |
$4.01K - $4.41K
|
429
$20.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
93+ 0.82% |
$3.97K - $4.36K
|
11.5K
$544K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
85New |
$3.63K - $3.99K
|
85
$4.03K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
80+ 0.69% |
$3.41K - $3.75K
|
11.6K
$551K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
80+ 0.36% |
$3.41K - $3.75K
|
22.6K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
74+ 18.78% |
$3.16K - $3.47K
|
468
$22.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 0.87% |
$3.16K - $3.47K
|
8.56K
$406K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
74+ 172.09% |
$3.16K - $3.47K
|
117
$5.55K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 1.2% |
$2.47K - $2.72K
|
4.9K
$233K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
56New |
$2.39K - $2.63K
|
56
$2.66K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
55+ 0.08% |
$2.35K - $2.58K
|
73.1K
$3.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
51New |
$2.18K - $2.39K
|
51
$2.42K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
36+ 0.66% |
$1.54K - $1.69K
|
5.52K
$262K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.49% |
$1.37K - $1.5K
|
6.59K
$313K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
25+ 0.7% |
$1.07K - $1.17K
|
3.58K
$170K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$1.07K - $1.17K
|
8.71K
$413K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
24+ 0.14% |
$1.02K - $1.13K
|
16.8K
$797K
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
21+ 0.05% |
$896 - $985
|
40K
$1.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
21+ 0.1% |
$896 - $985
|
21.8K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.09% |
$683 - $751
|
16.9K
$802K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.26% |
$597 - $657
|
5.31K
$252K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$469 - $516
|
11
$522
|
|
|
Nov 03, 2025
Q3 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10+ 0.01% |
$427 - $469
|
130K
$6.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$384 - $422
|
14.9K
$706K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.06% |
$299 - $328
|
12.3K
$582K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.35% |
$256 - $281
|
1.73K
$82K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$213 - $235
|
73.4K
$3.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.08% |
$171 - $188
|
4.73K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.04% |
$128 - $141
|
8K
$380K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2+ 0.04% |
$85.3 - $93.8
|
4.73K
$225K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$85.3 - $93.8
|
19.6K
$929K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$42.7 - $46.9
|
154K
$7.3M
|
|