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 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
51New |
$1.66K - $1.86K
|
51
$2.01K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
40New |
$1.3K - $1.46K
|
40
$1.58K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
21New |
$682 - $765
|
21
$828
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$357 - $401
|
11
$434
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.65MNew |
$49.8M - $56.9M
|
1.65M
$65.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
155KNew |
$4.69M - $5.36M
|
155K
$6.13M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
43.3KNew |
$1.31M - $1.49M
|
43.3K
$1.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
42.9KNew |
$1.3M - $1.48M
|
42.9K
$1.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.1KNew |
$366K - $419K
|
12.1K
$479K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.6KNew |
$290K - $331K
|
9.6K
$379K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.57K+ 0.74% |
$289K - $330K
|
1.3M
$51.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.42KNew |
$284K - $325K
|
9.42K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.95KNew |
$210K - $240K
|
6.95K
$274K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.71KNew |
$203K - $232K
|
6.71K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
6.32KNew |
$191K - $218K
|
6.32K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.28KNew |
$190K - $217K
|
6.28K
$248K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.09KNew |
$184K - $210K
|
6.09K
$240K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.85K+ 41.62% |
$86K - $98.4K
|
9.7K
$383K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.4K+ 487.22% |
$72.5K - $82.9K
|
2.9K
$114K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$64K - $73.2K
|
2.12K
$83.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$60.4K - $69K
|
2K
$78.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.89K+ 2.35% |
$57.1K - $65.3K
|
82.5K
$3.25M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.26K+ 9.59% |
$38K - $43.4K
|
14.4K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.08KNew |
$32.7K - $37.4K
|
1.08K
$42.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
785+ 6.68% |
$23.7K - $27.1K
|
12.5K
$495K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
443+ 4.45% |
$13.4K - $15.3K
|
10.4K
$411K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
335New |
$10.1K - $11.6K
|
335
$13.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$7K - $8.01K
|
232
$9.15K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
185+ 5.26% |
$5.58K - $6.38K
|
3.7K
$146K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
147New |
$4.44K - $5.07K
|
147
$5.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
77+ 0.24% |
$2.32K - $2.66K
|
32.6K
$1.29M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
53+ 61.63% |
$1.6K - $1.83K
|
139
$5.48K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
42New |
$1.27K - $1.45K
|
42
$1.66K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
28New |
$845 - $966
|
28
$1.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 1.38% |
$423 - $483
|
1.03K
$40.7K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1New |
$30.2 - $34.5
|
1
$39.5
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
260K+ 541.37% |
$8.08M - $9.26M
|
309K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
57.1K+ 46.84% |
$1.77M - $2.03M
|
179K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
14.8KNew |
$458K - $525K
|
14.8K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
10.1KNew |
$315K - $360K
|
10.1K
$400K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.1KNew |
$220K - $252K
|
7.1K
$280K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$211K - $242K
|
6.81K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.6K+ 35.1% |
$112K - $128K
|
13.9K
$547K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.35KNew |
$104K - $119K
|
3.35K
$132K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.54KNew |
$78.7K - $90.1K
|
2.54K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.51K+ 1.3% |
$78K - $89.4K
|
196K
$7.75M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.13K+ 103.4% |
$66.1K - $75.7K
|
4.19K
$165K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$62.1K - $71.1K
|
2K
$78.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
914New |
$28.4K - $32.5K
|
914
$36.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
850New |
$26.4K - $30.2K
|
850
$33.5K
|
|