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 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70New |
$2.69K - $3K
|
70
$2.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
59New |
$2.26K - $2.53K
|
59
$2.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
43+ 0.05% |
$1.65K - $1.84K
|
84.6K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
27+ 0.49% |
$1.04K - $1.16K
|
5.55K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26+ 0.38% |
$998 - $1.11K
|
6.93K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
22New |
$844 - $942
|
22
$862
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$767 - $856
|
20
$784
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
8+ 0.1% |
$307 - $343
|
8.22K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$307 - $343
|
8.54K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.81% |
$192 - $214
|
622
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.56% |
$153 - $171
|
261
$10.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.5% |
$153 - $171
|
270
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$38.4 - $42.8
|
12K
$472K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
591K+ 10.37% |
$21.3M - $24.6M
|
6.29M
$246M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
476K+ 5.2% |
$17.2M - $19.9M
|
9.64M
$378M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
446K+ 101.68% |
$16.1M - $18.6M
|
885K
$34.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
401K+ 2.22% |
$14.5M - $16.7M
|
18.5M
$723M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
389K+ 15.05% |
$14M - $16.2M
|
2.97M
$116M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
380K+ 22.86% |
$13.7M - $15.8M
|
2.04M
$80M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
321KNew |
$11.6M - $13.4M
|
321K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312K+ 40.5% |
$11.2M - $13M
|
1.08M
$42.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
270K+ 5.41% |
$9.74M - $11.3M
|
5.27M
$206M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
238KNew |
$8.58M - $9.93M
|
238K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
199K+ 1018.7% |
$7.18M - $8.31M
|
219K
$8.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
194KNew |
$6.99M - $8.08M
|
194K
$7.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
148K+ 2.85% |
$5.32M - $6.15M
|
5.33M
$209M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137K+ 4.63% |
$4.95M - $5.73M
|
3.11M
$122M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
132K+ 6.53% |
$4.75M - $5.5M
|
2.15M
$84.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
89.9K+ 5.66% |
$3.24M - $3.75M
|
1.68M
$65.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
89.1K+ 5.81% |
$3.21M - $3.71M
|
1.62M
$63.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
71.1K+ 13.83% |
$2.56M - $2.96M
|
585K
$22.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
68.8K+ 155.81% |
$2.48M - $2.87M
|
113K
$4.43M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
67.9KNew |
$2.44M - $2.83M
|
67.9K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
64.6K+ 3.74% |
$2.33M - $2.69M
|
1.79M
$70.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
62.1KNew |
$2.24M - $2.59M
|
62.1K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.1K+ 11.33% |
$2.13M - $2.46M
|
581K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
54.2K+ 186.72% |
$1.95M - $2.26M
|
83.2K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 34.53% |
$1.83M - $2.11M
|
197K
$7.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 3.14% |
$1.79M - $2.07M
|
1.63M
$63.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.5K+ 2.01% |
$1.49M - $1.73M
|
2.1M
$82.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41.3KNew |
$1.49M - $1.72M
|
41.3K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
39.7K+ 32.21% |
$1.43M - $1.65M
|
163K
$6.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38.1K+ 10.33% |
$1.37M - $1.59M
|
407K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
37.1KNew |
$1.34M - $1.55M
|
37.1K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
31.6K+ 7.75% |
$1.14M - $1.32M
|
439K
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27K+ 15.36% |
$973K - $1.13M
|
203K
$7.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
26.1K+ 19.95% |
$941K - $1.09M
|
157K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 236.64% |
$914K - $1.06M
|
36.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.2K+ 4.64% |
$909K - $1.05M
|
569K
$22.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.1K+ 4.7% |
$903K - $1.04M
|
559K
$21.9M
|
|