Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
242KNew |
$8.97M - $9.83M
|
242K
$9.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
179KNew |
$6.62M - $7.26M
|
179K
$6.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
158K+ 98.41% |
$5.87M - $6.44M
|
319K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
66.6K+ 13.72% |
$2.47M - $2.7M
|
552K
$20.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
63.4K+ 13.31% |
$2.35M - $2.57M
|
539K
$20.4M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
56.2K+ 71.94% |
$2.08M - $2.28M
|
134K
$5.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
49.5K+ 1098.14% |
$1.83M - $2.01M
|
54K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
45.6K+ 5.58% |
$1.69M - $1.85M
|
863K
$32.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41K+ 10.64% |
$1.52M - $1.67M
|
426K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.4K+ 140.51% |
$1.02M - $1.11M
|
46.9K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25.2K+ 24.95% |
$935K - $1.03M
|
126K
$4.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
23.7K+ 19.67% |
$880K - $965K
|
144K
$5.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
23.3K+ 127.75% |
$864K - $947K
|
41.6K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.5K+ 3.01% |
$760K - $833K
|
702K
$26.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.8K+ 12.55% |
$512K - $562K
|
124K
$4.68M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.7K+ 2.41% |
$509K - $558K
|
582K
$22M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
11.8K+ 12.25% |
$437K - $479K
|
108K
$4.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11K+ 2.68% |
$410K - $449K
|
424K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
9.94K+ 23.06% |
$368K - $404K
|
53K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.93KNew |
$368K - $403K
|
9.93K
$375K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.71K+ 14.99% |
$360K - $395K
|
74.5K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.69K+ 6.69% |
$359K - $394K
|
154K
$5.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.48K+ 14.98% |
$314K - $345K
|
65.1K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.59K+ 4.03% |
$281K - $308K
|
196K
$7.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
7.15KNew |
$265K - $290K
|
7.15K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
6.15K+ 69.79% |
$228K - $250K
|
15K
$565K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.13KNew |
$227K - $249K
|
6.13K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$224K - $246K
|
6.05K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
5.77K+ 2.34% |
$214K - $234K
|
252K
$9.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.58K+ 3.58% |
$207K - $227K
|
162K
$6.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 2.25% |
$191K - $209K
|
234K
$8.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 2.27% |
$188K - $206K
|
228K
$8.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.72K+ 6.47% |
$175K - $192K
|
77.7K
$2.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.56K+ 3.99% |
$169K - $185K
|
119K
$4.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.45K+ 34.32% |
$165K - $181K
|
17.4K
$658K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.37K+ 7.02% |
$162K - $178K
|
66.7K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.52K+ 3.59% |
$130K - $143K
|
101K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.87K+ 7.47% |
$106K - $116K
|
41.2K
$1.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.72K+ 4.27% |
$101K - $111K
|
66.5K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.45K+ 1.5% |
$90.9K - $99.7K
|
166K
$6.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.4K+ 1.78% |
$88.9K - $97.4K
|
137K
$5.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.16K+ 3.2% |
$80.1K - $87.8K
|
69.7K
$2.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.1K+ 16.92% |
$77.7K - $85.1K
|
14.5K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.04K+ 15.92% |
$75.6K - $82.9K
|
14.9K
$561K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.02K+ 201700.0% |
$74.8K - $82K
|
2.02K
$76.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.8K+ 0.67% |
$66.8K - $73.3K
|
269K
$10.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 3.15% |
$60.9K - $66.7K
|
53.7K
$2.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.56KNew |
$57.7K - $63.3K
|
1.56K
$58.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.53K+ 2.78% |
$56.6K - $62K
|
56.4K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.37K+ 14.01% |
$50.6K - $55.5K
|
11.1K
$420K
|