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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-161- 2.16% |
$5.97K - $6.54K
|
7.29K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-162- 0.1% |
$6.01K - $6.58K
|
156K
$6.37M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-165- 1.26% |
$6.12K - $6.7K
|
12.9K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-184- 1.23% |
$6.82K - $7.48K
|
14.8K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-186- 4.89% |
$6.9K - $7.56K
|
3.62K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-188- 3.32% |
$6.97K - $7.64K
|
5.48K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-194- 2.5% |
$7.19K - $7.88K
|
7.57K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-200- 1.56% |
$7.41K - $8.13K
|
12.6K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-202- 1.22% |
$7.49K - $8.21K
|
16.3K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-203- 0.76% |
$7.53K - $8.25K
|
26.7K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-210- 2.04% |
$7.78K - $8.53K
|
10.1K
$411K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-216- 2.29% |
$8.01K - $8.78K
|
9.23K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-217- 2.16% |
$8.04K - $8.82K
|
9.82K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-231- 51.33% |
$8.56K - $9.39K
|
219
$8.95K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-240- 18.29% |
$8.9K - $9.75K
|
1.07K
$43.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-248- 99.6% |
$9.19K - $10.1K
|
1
$40.9
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-253- 5.41% |
$9.38K - $10.3K
|
4.42K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-257- 0.86% |
$9.53K - $10.4K
|
29.6K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-276- 2.95% |
$10.2K - $11.2K
|
9.09K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-282- 1.53% |
$10.5K - $11.5K
|
18.2K
$743K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-285- 2.1% |
$10.6K - $11.6K
|
13.3K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-294- 47.27% |
$10.9K - $11.9K
|
328
$13.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-298- 3.02% |
$11K - $12.1K
|
9.56K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-304- 0.3% |
$11.3K - $12.4K
|
102K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-305- 2.56% |
$11.3K - $12.4K
|
11.6K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-315- 1.61% |
$11.7K - $12.8K
|
19.2K
$785K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-325- 2.13% |
$12K - $13.2K
|
14.9K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-328- 5.93% |
$12.2K - $13.3K
|
5.2K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-333- 0.63% |
$12.3K - $13.5K
|
52.9K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-366- 12.69% |
$13.6K - $14.9K
|
2.52K
$103K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-375- 85.42% |
$13.9K - $15.2K
|
64
$2.62K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-375- 1.83% |
$13.9K - $15.2K
|
20.2K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-400- 6.54% |
$14.8K - $16.3K
|
5.72K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-414- 3.46% |
$15.3K - $16.8K
|
11.6K
$473K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-433- 2.51% |
$16.1K - $17.6K
|
16.8K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-434- 2.47% |
$16.1K - $17.6K
|
17.1K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-435- 3.63% |
$16.1K - $17.7K
|
11.6K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-436- 3.98% |
$16.2K - $17.7K
|
10.5K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-450- 3.06% |
$16.7K - $18.3K
|
14.3K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 2.93% |
$16.9K - $18.5K
|
15.1K
$616K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-458- 0.45% |
$17K - $18.6K
|
102K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-483- 3.43% |
$17.9K - $19.6K
|
13.6K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-510- 0.7% |
$18.9K - $20.7K
|
71.9K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-532- 0.33% |
$19.7K - $21.6K
|
161K
$6.58M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-550- 8.12% |
$20.4K - $22.3K
|
6.22K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-554- 1.19% |
$20.5K - $22.5K
|
45.9K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-567- 1.91% |
$21K - $23K
|
29.1K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-580- 0.47% |
$21.5K - $23.6K
|
122K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-589- 3.15% |
$21.8K - $23.9K
|
18.1K
$739K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-592- 2.85% |
$21.9K - $24.1K
|
20.2K
$826K
|