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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
239+ 0.96% |
$8.3K - $10.2K
|
25.1K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
236+ 3.12% |
$8.19K - $10.1K
|
7.81K
$359K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
235+ 1.29% |
$8.16K - $10K
|
18.4K
$847K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
224+ 2.02% |
$7.78K - $9.57K
|
11.3K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
217+ 122.6% |
$7.53K - $9.27K
|
394
$18.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
208+ 1.11% |
$7.22K - $8.89K
|
18.9K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
205+ 0.95% |
$7.12K - $8.76K
|
21.8K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
200New |
$6.94K - $8.55K
|
200
$9.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200New |
$6.94K - $8.55K
|
200
$9.21K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
188+ 18.95% |
$6.53K - $8.04K
|
1.18K
$54.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
187+ 64.48% |
$6.49K - $7.99K
|
477
$22K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
178+ 0.13% |
$6.18K - $7.61K
|
133K
$6.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
174+ 0.44% |
$6.04K - $7.44K
|
39.6K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
158New |
$5.49K - $6.75K
|
158
$7.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$5.21K - $6.41K
|
150
$6.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
147+ 1.23% |
$5.1K - $6.28K
|
12.1K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
144+ 0.04% |
$5K - $6.15K
|
405K
$18.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
133+ 0.87% |
$4.62K - $5.68K
|
15.5K
$713K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
129+ 0.88% |
$4.48K - $5.51K
|
14.8K
$683K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
128New |
$4.44K - $5.47K
|
128
$5.89K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128+ 200.0% |
$4.44K - $5.47K
|
192
$8.84K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
120+ 1.07% |
$4.17K - $5.13K
|
11.4K
$523K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
119+ 0.74% |
$4.13K - $5.09K
|
16.1K
$741K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
117+ 0.49% |
$4.06K - $5K
|
23.9K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
113New |
$3.92K - $4.83K
|
113
$5.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
113New |
$3.92K - $4.83K
|
113
$5.2K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
113+ 0.34% |
$3.92K - $4.83K
|
33.7K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
108+ 1.38% |
$3.75K - $4.62K
|
7.93K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
100+ 1.23% |
$3.47K - $4.27K
|
8.24K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
91+ 16.13% |
$3.16K - $3.89K
|
655
$30.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
86+ 1.96% |
$2.99K - $3.68K
|
4.47K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
78+ 0.74% |
$2.71K - $3.33K
|
10.7K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
77+ 0.46% |
$2.67K - $3.29K
|
16.9K
$779K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
74+ 0.62% |
$2.57K - $3.16K
|
12.1K
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
73+ 0.67% |
$2.53K - $3.12K
|
10.9K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 0.93% |
$2.47K - $3.03K
|
7.73K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
71+ 43.03% |
$2.47K - $3.03K
|
236
$10.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
69+ 0.49% |
$2.4K - $2.95K
|
14.1K
$648K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 1.42% |
$2.29K - $2.82K
|
4.72K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
60+ 0.87% |
$2.08K - $2.56K
|
6.98K
$321K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
60New |
$2.08K - $2.56K
|
60
$2.76K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
56+ 0.37% |
$1.94K - $2.39K
|
15.1K
$694K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
55+ 25.11% |
$1.91K - $2.35K
|
274
$12.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
50+ 0.1% |
$1.74K - $2.14K
|
52.4K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
42New |
$1.46K - $1.8K
|
42
$1.93K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33+ 0.28% |
$1.15K - $1.41K
|
11.7K
$539K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
32+ 0.36% |
$1.11K - $1.37K
|
8.84K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
31+ 0.02% |
$1.08K - $1.32K
|
181K
$8.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29+ 0.05% |
$1.01K - $1.24K
|
62.2K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
28New |
$972 - $1.2K
|
28
$1.29K
|