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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$753K - $840K
|
19.6K
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
19.6K+ 27.89% |
$752K - $839K
|
89.8K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
19.4K+ 28.2% |
$746K - $833K
|
88.4K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19.2KNew |
$738K - $823K
|
19.2K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19.2KNew |
$737K - $823K
|
19.2K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.2K+ 35.54% |
$736K - $822K
|
73.2K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8K+ 2.94% |
$720K - $804K
|
656K
$26.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
17.4KNew |
$666K - $744K
|
17.4K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
17.1K+ 36.34% |
$658K - $734K
|
64.3K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
16.9KNew |
$648K - $723K
|
16.9K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.7K+ 3.56% |
$641K - $715K
|
485K
$19.4M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
16.6KNew |
$637K - $711K
|
16.6K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
16.6KNew |
$635K - $709K
|
16.6K
$662K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 12.77% |
$629K - $702K
|
145K
$5.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
16.3KNew |
$624K - $696K
|
16.3K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.1K+ 9.59% |
$618K - $690K
|
184K
$7.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$606K - $676K
|
15.8K
$632K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.7K+ 7.41% |
$603K - $673K
|
228K
$9.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.3KNew |
$549K - $613K
|
14.3K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 3.47% |
$541K - $604K
|
420K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.1KNew |
$539K - $602K
|
14.1K
$562K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.3KNew |
$510K - $570K
|
13.3K
$532K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1K+ 40.83% |
$501K - $559K
|
45K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 59.35% |
$500K - $558K
|
35K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
12.9KNew |
$494K - $551K
|
12.9K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
12.8KNew |
$493K - $550K
|
12.8K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
12.8KNew |
$493K - $550K
|
12.8K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.8K+ 193.28% |
$491K - $548K
|
19.4K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6K+ 2504.17% |
$483K - $539K
|
13.1K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.4K+ 19.26% |
$477K - $532K
|
77K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 13.09% |
$467K - $521K
|
105K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 14.2% |
$466K - $520K
|
97.6K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12KNew |
$461K - $514K
|
12K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.9KNew |
$458K - $512K
|
11.9K
$478K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.5KNew |
$439K - $490K
|
11.5K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.2KNew |
$429K - $479K
|
11.2K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1K+ 15.64% |
$427K - $477K
|
82.4K
$3.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$415K - $463K
|
10.8K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 43.29% |
$414K - $462K
|
35.7K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7KNew |
$411K - $459K
|
10.7K
$429K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
10.6K+ 89.52% |
$408K - $455K
|
22.5K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.6K+ 130.94% |
$406K - $453K
|
18.7K
$747K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 1.58% |
$405K - $452K
|
680K
$27.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.5K+ 3.59% |
$402K - $449K
|
302K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 6.57% |
$400K - $447K
|
169K
$6.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.4K+ 36.77% |
$398K - $444K
|
38.5K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.2K+ 20.6% |
$390K - $435K
|
59.5K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 7.6% |
$385K - $429K
|
142K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.85K+ 1.51% |
$378K - $422K
|
662K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
9.79K+ 12.12% |
$376K - $419K
|
90.6K
$3.63M
|