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 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
602+ 5.09% |
$23.1K - $25.8K
|
12.4K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
602+ 0.89% |
$23.1K - $25.8K
|
68.2K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
587+ 2.92% |
$22.5K - $25.1K
|
20.7K
$828K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
567+ 1.5% |
$21.8K - $24.3K
|
38.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
566+ 9.17% |
$21.7K - $24.2K
|
6.74K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
549New |
$21.1K - $23.5K
|
549
$22K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
535+ 4.36% |
$20.5K - $22.9K
|
12.8K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
533+ 4.76% |
$20.5K - $22.8K
|
11.7K
$469K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
531+ 7.09% |
$20.4K - $22.7K
|
8.02K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
519+ 6.78% |
$19.9K - $22.2K
|
8.17K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
516+ 0.57% |
$19.8K - $22.1K
|
91.1K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
477+ 3.04% |
$18.3K - $20.4K
|
16.1K
$646K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
468+ 6.43% |
$18K - $20K
|
7.74K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
459+ 2.13% |
$17.6K - $19.7K
|
22K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
417+ 3.61% |
$16K - $17.9K
|
12K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
407+ 4.46% |
$15.6K - $17.4K
|
9.54K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
389+ 5.53% |
$14.9K - $16.7K
|
7.43K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
357New |
$13.7K - $15.3K
|
357
$14.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
336New |
$12.9K - $14.4K
|
336
$13.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
335+ 2.61% |
$12.9K - $14.3K
|
13.2K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
335+ 1.6% |
$12.9K - $14.3K
|
21.3K
$851K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
330+ 1.79% |
$12.7K - $14.1K
|
18.7K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
330+ 1.12% |
$12.7K - $14.1K
|
29.9K
$1.19M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
319+ 1.61% |
$12.2K - $13.7K
|
20.2K
$806K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
316+ 12.3% |
$12.1K - $13.5K
|
2.89K
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
312+ 0.68% |
$12K - $13.4K
|
46.4K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
299+ 2.56% |
$11.5K - $12.8K
|
12K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
295+ 3.74% |
$11.3K - $12.6K
|
8.18K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
295+ 0.2% |
$11.3K - $12.6K
|
150K
$5.98M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
247+ 1.04% |
$9.48K - $10.6K
|
24K
$959K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
237+ 63.37% |
$9.09K - $10.1K
|
611
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 1.9% |
$8.75K - $9.76K
|
12.2K
$489K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
206+ 3.66% |
$7.9K - $8.82K
|
5.84K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
190+ 0.91% |
$7.29K - $8.14K
|
21.1K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
172+ 1.84% |
$6.6K - $7.37K
|
9.51K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
171+ 0.16% |
$6.56K - $7.32K
|
104K
$4.16M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
167New |
$6.41K - $7.15K
|
167
$6.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
155+ 1.84% |
$5.95K - $6.64K
|
8.56K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
152+ 1.41% |
$5.83K - $6.51K
|
11K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
152+ 0.91% |
$5.83K - $6.51K
|
16.8K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 0.49% |
$5.72K - $6.38K
|
30.6K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
140+ 2.1% |
$5.37K - $5.99K
|
6.8K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
133+ 0.61% |
$5.1K - $5.7K
|
22.1K
$883K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
129+ 1.61% |
$4.95K - $5.52K
|
8.14K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
125+ 0.17% |
$4.8K - $5.35K
|
73.7K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
121New |
$4.64K - $5.18K
|
121
$4.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
113+ 0.77% |
$4.34K - $4.84K
|
14.7K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
108New |
$4.14K - $4.62K
|
108
$4.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
106New |
$4.07K - $4.54K
|
106
$4.24K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
106+ 0.36% |
$4.07K - $4.54K
|
29.7K
$1.19M
|