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 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
|
|
|
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
|
|
|
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 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
25+ 0.7% |
$1.07K - $1.17K
|
3.58K
$170K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
24+ 0.14% |
$1.02K - $1.13K
|
16.8K
$797K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 0.09% |
$683 - $751
|
16.9K
$802K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$469 - $516
|
11
$522
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.35% |
$256 - $281
|
1.73K
$82K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$42.7 - $46.9
|
154K
$7.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.16% |
$42.7 - $46.9
|
611
$29K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
435KNew |
$15.1M - $18.6M
|
435K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70.5K+ 4225.12% |
$2.45M - $3.01M
|
72.1K
$3.42M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.8K+ 5.84% |
$2.11M - $2.6M
|
1.1M
$52.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
53KNew |
$1.84M - $2.27M
|
53K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46.9K+ 39.87% |
$1.63M - $2M
|
165K
$7.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.2K+ 722.85% |
$1.46M - $1.8M
|
48K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41.1K+ 16.62% |
$1.43M - $1.75M
|
288K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
34.7K+ 15.2% |
$1.21M - $1.48M
|
263K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.2K+ 68.33% |
$807K - $994K
|
57.3K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18KNew |
$624K - $768K
|
18K
$853K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
17.8K+ 52.5% |
$617K - $759K
|
51.6K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.3KNew |
$495K - $609K
|
14.3K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11KNew |
$382K - $470K
|
11K
$522K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
10.9K+ 4.3% |
$377K - $464K
|
263K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 2.9% |
$374K - $460K
|
382K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 33.89% |
$370K - $455K
|
42.1K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.2KNew |
$319K - $393K
|
9.2K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 54.3% |
$285K - $350K
|
23.3K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.15K+ 26.31% |
$283K - $349K
|
39.1K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.51KNew |
$261K - $321K
|
7.51K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.47KNew |
$259K - $319K
|
7.47K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.45K+ 28.34% |
$258K - $318K
|
33.7K
$1.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.68K+ 106.47% |
$232K - $286K
|
13K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.2KNew |
$215K - $265K
|
6.2K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.61KNew |
$195K - $240K
|
5.61K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.32K+ 41.16% |
$185K - $228K
|
18.3K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.3KNew |
$184K - $227K
|
5.3K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
5.15KNew |
$179K - $220K
|
5.15K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.02KNew |
$174K - $214K
|
5.02K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$172K - $211K
|
4.94K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.89KNew |
$170K - $209K
|
4.89K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.69KNew |
$163K - $200K
|
4.69K
$223K
|
|