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 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.65KNew |
$162K - $199K
|
4.65K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.9K+ 26.15% |
$136K - $167K
|
18.8K
$894K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.69KNew |
$128K - $158K
|
3.69K
$175K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.12KNew |
$73.7K - $90.8K
|
2.12K
$101K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.84KNew |
$63.8K - $78.5K
|
1.84K
$87.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.46K+ 16.88% |
$50.5K - $62.2K
|
10.1K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.38K+ 11.96% |
$47.9K - $58.9K
|
12.9K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.35K+ 6.26% |
$46.9K - $57.7K
|
22.9K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.15KNew |
$39.8K - $48.9K
|
1.15K
$54.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.14K+ 0.74% |
$39.6K - $48.8K
|
154K
$7.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
929New |
$32.3K - $39.7K
|
929
$44.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
885New |
$30.7K - $37.8K
|
885
$42K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
815+ 2263.89% |
$28.3K - $34.8K
|
851
$40.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
559+ 4.78% |
$19.4K - $23.9K
|
12.3K
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
540+ 42.39% |
$18.7K - $23.1K
|
1.81K
$86.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
471New |
$16.4K - $20.1K
|
471
$22.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
436+ 24.63% |
$15.1K - $18.6K
|
2.21K
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
429New |
$14.9K - $18.3K
|
429
$20.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
340+ 1.52% |
$11.8K - $14.5K
|
22.7K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
288New |
$10K - $12.3K
|
288
$13.7K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
250+ 3.43% |
$8.68K - $10.7K
|
7.55K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
250New |
$8.68K - $10.7K
|
250
$11.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
240New |
$8.33K - $10.3K
|
240
$11.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200New |
$6.94K - $8.55K
|
200
$9.49K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
187+ 64.48% |
$6.49K - $7.99K
|
477
$22.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
158New |
$5.49K - $6.75K
|
158
$7.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
147+ 1.23% |
$5.1K - $6.28K
|
12.1K
$572K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
113New |
$3.92K - $4.83K
|
113
$5.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
100+ 1.23% |
$3.47K - $4.27K
|
8.24K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
91+ 16.13% |
$3.16K - $3.89K
|
655
$31.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
60New |
$2.08K - $2.56K
|
60
$2.85K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
42New |
$1.46K - $1.8K
|
42
$1.99K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
28+ 0.44% |
$972 - $1.2K
|
6.34K
$301K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
27New |
$937 - $1.15K
|
27
$1.28K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26+ 2.84% |
$903 - $1.11K
|
943
$44.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 1.2% |
$278 - $342
|
673
$31.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.49% |
$139 - $171
|
272
$12.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.15% |
$104 - $128
|
264
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.02% |
$69.4 - $85.5
|
9.82K
$466K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.44% |
$34.7 - $42.7
|
230
$10.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.72% |
$34.7 - $42.7
|
59
$2.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.69% |
$34.7 - $42.7
|
60
$2.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.3K+ 1324.53% |
$3.38M - $3.71M
|
98.2K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
83.4KNew |
$3.09M - $3.39M
|
83.4K
$3.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28KNew |
$1.04M - $1.14M
|
28K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$443K - $485K
|
11.9K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.68KNew |
$285K - $312K
|
7.68K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.55KNew |
$280K - $307K
|
7.55K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$224K - $246K
|
6.05K
$287K
|
|