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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
376K+ 118.14% |
$17.1M - $18.2M
|
695K
$33M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
244KNew |
$11.1M - $11.8M
|
244K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
106K+ 34.91% |
$4.81M - $5.12M
|
409K
$19.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
61.4KNew |
$2.79M - $2.97M
|
61.4K
$2.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
59.9KNew |
$2.72M - $2.89M
|
59.9K
$2.84M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
59.7K+ 21.48% |
$2.72M - $2.89M
|
338K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
58.5K+ 36.55% |
$2.66M - $2.83M
|
219K
$10.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
47.6K+ 25.83% |
$2.16M - $2.3M
|
232K
$11M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41K+ 19.15% |
$1.86M - $1.98M
|
255K
$12.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
38.3K+ 5.96% |
$1.74M - $1.85M
|
680K
$32.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
38K+ 212.39% |
$1.73M - $1.84M
|
55.9K
$2.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
37.7K+ 34.74% |
$1.72M - $1.82M
|
146K
$6.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
27.7K+ 23.96% |
$1.26M - $1.34M
|
143K
$6.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
27K+ 18.4% |
$1.23M - $1.31M
|
174K
$8.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 2.53% |
$662K - $704K
|
591K
$28.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
12.2K+ 93.32% |
$556K - $591K
|
25.3K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.9K+ 16.23% |
$539K - $573K
|
85K
$4.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.8K+ 47.6% |
$355K - $377K
|
24.2K
$1.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
7.78K+ 30.53% |
$354K - $376K
|
33.3K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.74K+ 28.23% |
$261K - $277K
|
26.1K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4.52KNew |
$205K - $218K
|
4.52K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.97K+ 19.28% |
$180K - $192K
|
24.6K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.82K+ 5.21% |
$174K - $185K
|
77.3K
$3.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.51K+ 2.05% |
$159K - $170K
|
175K
$8.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.43K+ 5.31% |
$156K - $165K
|
67.9K
$3.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
3.17K+ 9.23% |
$144K - $153K
|
37.5K
$1.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.99K+ 62.94% |
$136K - $145K
|
7.75K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.58K+ 5.73% |
$117K - $125K
|
47.6K
$2.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.46K+ 6.23% |
$112K - $119K
|
41.8K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12K+ 15.95% |
$96.3K - $102K
|
15.4K
$731K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.92K+ 3.34% |
$87.1K - $92.6K
|
59.3K
$2.81M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.83K+ 4.85% |
$83.1K - $88.4K
|
39.5K
$1.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.81K+ 1.06% |
$82.2K - $87.3K
|
173K
$8.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.72K+ 8.78% |
$78.1K - $83K
|
21.3K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.61K+ 4.1% |
$73.2K - $77.8K
|
40.9K
$1.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.61K+ 4.4% |
$73K - $77.6K
|
38.1K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.55K+ 5.16% |
$70.4K - $74.8K
|
31.6K
$1.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.48K+ 6.62% |
$67.3K - $71.5K
|
23.8K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1.4K+ 3.73% |
$63.6K - $67.6K
|
39K
$1.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.12K+ 7.12% |
$50.9K - $54.1K
|
16.8K
$799K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.11K+ 3.4% |
$50.4K - $53.5K
|
33.7K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.04K+ 2.96% |
$47.1K - $50K
|
36K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
868+ 9.96% |
$39.5K - $41.9K
|
9.58K
$455K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
709+ 11.84% |
$32.2K - $34.3K
|
6.7K
$318K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
580+ 3.89% |
$26.4K - $28K
|
15.5K
$734K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
579+ 134.97% |
$26.3K - $28K
|
1.01K
$47.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
567+ 0.8% |
$25.8K - $27.4K
|
71.8K
$3.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
558+ 3.2% |
$25.4K - $27K
|
18K
$855K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
489+ 9.4% |
$22.2K - $23.6K
|
5.69K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
469+ 5.6% |
$21.3K - $22.7K
|
8.85K
$420K
|
|