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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.1M+ 6305.14% |
$234M - $261M
|
6.19M
$245M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.99MNew |
$76.3M - $85.2M
|
1.99M
$78.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
992KNew |
$38.1M - $42.5M
|
992K
$39.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
634K+ 12.05% |
$24.3M - $27.2M
|
5.9M
$234M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
518KNew |
$19.9M - $22.2M
|
518K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
506K+ 39.09% |
$19.4M - $21.7M
|
1.8M
$71.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
488K+ 9.16% |
$18.7M - $20.9M
|
5.81M
$230M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
442K+ 4.58% |
$17M - $18.9M
|
10.1M
$400M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
323K+ 6357.93% |
$12.4M - $13.8M
|
328K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
284K+ 64.81% |
$10.9M - $12.2M
|
723K
$28.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
274K+ 13.43% |
$10.5M - $11.7M
|
2.31M
$91.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
231K+ 694.64% |
$8.87M - $9.89M
|
264K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
228KNew |
$8.76M - $9.78M
|
228K
$9.05M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215KNew |
$8.25M - $9.2M
|
215K
$8.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
212K+ 37567.61% |
$8.14M - $9.09M
|
213K
$8.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
206K+ 1.11% |
$7.89M - $8.8M
|
18.7M
$739M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
191KNew |
$7.31M - $8.16M
|
191K
$7.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
189K+ 3.0% |
$7.26M - $8.1M
|
6.49M
$257M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
186KNew |
$7.12M - $7.95M
|
186K
$7.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
183K+ 3380.54% |
$7.02M - $7.83M
|
188K
$7.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
167KNew |
$6.4M - $7.15M
|
167K
$6.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
161KNew |
$6.19M - $6.91M
|
161K
$6.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
131K+ 164.61% |
$5.04M - $5.63M
|
211K
$8.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 7.38% |
$4.3M - $4.8M
|
1.63M
$64.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
110K+ 2.51% |
$4.21M - $4.7M
|
4.48M
$177M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
106K+ 545.88% |
$4.08M - $4.55M
|
126K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
96.9KNew |
$3.72M - $4.15M
|
96.9K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
96.9KNew |
$3.72M - $4.15M
|
96.9K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
92.2K+ 31.47% |
$3.54M - $3.95M
|
385K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
80.5K+ 15.66% |
$3.09M - $3.45M
|
594K
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
80.4K+ 148.78% |
$3.09M - $3.44M
|
134K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
79.2K+ 7.32% |
$3.04M - $3.39M
|
1.16M
$46M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.2K+ 389.48% |
$3M - $3.35M
|
98.3K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.5K+ 6.23% |
$2.97M - $3.32M
|
1.32M
$52.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.3K+ 57.94% |
$2.7M - $3.01M
|
192K
$7.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
70KNew |
$2.68M - $3M
|
70K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68.6K+ 15.33% |
$2.63M - $2.94M
|
516K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
67.5KNew |
$2.59M - $2.89M
|
67.5K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67KNew |
$2.57M - $2.87M
|
67K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
64.1KNew |
$2.46M - $2.75M
|
64.1K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
51.8K+ 427.8% |
$1.99M - $2.22M
|
63.9K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50.7K+ 35.94% |
$1.94M - $2.17M
|
192K
$7.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
50K+ 15.44% |
$1.92M - $2.14M
|
374K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49.5K+ 11.07% |
$1.9M - $2.12M
|
496K
$19.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47K+ 19.4% |
$1.8M - $2.01M
|
289K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.9K+ 7.06% |
$1.72M - $1.92M
|
682K
$27M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43.8K+ 83.25% |
$1.68M - $1.87M
|
96.3K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
43.1KNew |
$1.65M - $1.85M
|
43.1K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
42.8KNew |
$1.64M - $1.83M
|
42.8K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
38.3KNew |
$1.47M - $1.64M
|
38.3K
$1.52M
|