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 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.36K+ 0.51% |
$52.1K - $58.2K
|
267K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.35K+ 23.79% |
$51.9K - $57.9K
|
7.03K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.33K+ 2.63% |
$51.1K - $57.1K
|
52K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3K+ 8.67% |
$49.8K - $55.5K
|
16.3K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.28K+ 2.08% |
$49K - $54.6K
|
62.7K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.28K+ 2.24% |
$48.9K - $54.6K
|
58.3K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.25K+ 0.28% |
$48K - $53.6K
|
447K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.25K+ 15.38% |
$47.9K - $53.4K
|
9.36K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.24KNew |
$47.7K - $53.2K
|
1.24K
$49.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.24K+ 1.08% |
$47.5K - $53K
|
115K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.22K+ 1.0% |
$46.7K - $52.1K
|
123K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.2K+ 16.11% |
$46K - $51.4K
|
8.65K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.2KNew |
$45.9K - $51.2K
|
1.2K
$47.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.18K+ 3.28% |
$45.2K - $50.5K
|
37.1K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.17K+ 0.55% |
$44.8K - $50K
|
215K
$8.59M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.15K+ 0.29% |
$44K - $49.1K
|
394K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.09K+ 5.9% |
$41.7K - $46.5K
|
19.5K
$781K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.06K+ 1.11% |
$40.6K - $45.3K
|
96.2K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
928+ 12.29% |
$35.6K - $39.7K
|
8.48K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
925+ 4.7% |
$35.5K - $39.6K
|
20.6K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
905+ 0.48% |
$34.7K - $38.8K
|
189K
$7.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
898+ 1.26% |
$34.5K - $38.5K
|
72.4K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
885+ 4.63% |
$34K - $37.9K
|
20K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
833+ 2.55% |
$32K - $35.7K
|
33.5K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
816+ 2.64% |
$31.3K - $34.9K
|
31.8K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
785+ 83.69% |
$30.1K - $33.6K
|
1.72K
$68.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
776+ 7.13% |
$29.8K - $33.2K
|
11.7K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
747+ 1.42% |
$28.7K - $32K
|
53.2K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
738+ 8.71% |
$28.3K - $31.6K
|
9.22K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
737+ 7.11% |
$28.3K - $31.6K
|
11.1K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
723+ 5.17% |
$27.7K - $31K
|
14.7K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
721+ 2.65% |
$27.7K - $30.9K
|
27.9K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
718New |
$27.5K - $30.7K
|
718
$28.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
709New |
$27.2K - $30.4K
|
709
$28.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
702+ 2.51% |
$26.9K - $30.1K
|
28.7K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
685+ 0.95% |
$26.3K - $29.3K
|
72.7K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
677New |
$26K - $29K
|
677
$27.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
676+ 0.92% |
$25.9K - $28.9K
|
73.8K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
669+ 3.66% |
$25.7K - $28.6K
|
19K
$759K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
668+ 1.37% |
$25.6K - $28.6K
|
49.5K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
665New |
$25.5K - $28.5K
|
665
$26.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
661+ 6.81% |
$25.4K - $28.3K
|
10.4K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
660+ 4.34% |
$25.3K - $28.3K
|
15.9K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
649+ 19.93% |
$24.9K - $27.8K
|
3.91K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
649+ 10.53% |
$24.9K - $27.8K
|
6.82K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
648New |
$24.9K - $27.7K
|
648
$25.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
629+ 4.02% |
$24.1K - $26.9K
|
16.3K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
627+ 9.19% |
$24.1K - $26.8K
|
7.45K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
610+ 0.77% |
$23.4K - $26.1K
|
80K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
609+ 0.79% |
$23.4K - $26.1K
|
78.2K
$3.13M
|