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 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-596- 9.96% |
$22.1K - $24.2K
|
5.39K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-615- 8.74% |
$22.8K - $25K
|
6.42K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-620- 9.78% |
$23K - $25.2K
|
5.72K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-637- 2.01% |
$23.6K - $25.9K
|
31.1K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-640- 1.29% |
$23.7K - $26K
|
49.1K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-666- 1.66% |
$24.7K - $27.1K
|
39.4K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-667- 5.68% |
$24.7K - $27.1K
|
11.1K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-676- 5.37% |
$25.1K - $27.5K
|
11.9K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-712- 10.84% |
$26.4K - $28.9K
|
5.86K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-720- 0.72% |
$26.7K - $29.3K
|
99.8K
$4.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-731- 1.71% |
$27.1K - $29.7K
|
42.1K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-732- 4.5% |
$27.1K - $29.7K
|
15.5K
$635K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-798- 11.71% |
$29.6K - $32.4K
|
6.02K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-813- 6.9% |
$30.1K - $33K
|
11K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-849- 6.72% |
$31.5K - $34.5K
|
11.8K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-889- 0.98% |
$33K - $36.1K
|
90.3K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-906- 1.85% |
$33.6K - $36.8K
|
48.1K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-910- 0.54% |
$33.7K - $37K
|
168K
$6.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-914- 4.15% |
$33.9K - $37.1K
|
21.1K
$863K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-939- 3.27% |
$34.8K - $38.2K
|
27.8K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-943- 2.7% |
$35K - $38.3K
|
34K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 6.61% |
$39.9K - $43.7K
|
15.2K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.09K- 1.48% |
$40.6K - $44.4K
|
72.7K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 7.03% |
$42.1K - $46.1K
|
15K
$614K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 7.38% |
$43.1K - $47.3K
|
14.6K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.18K- 35.69% |
$43.7K - $47.9K
|
2.13K
$86.9K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 9.69% |
$43.9K - $48.1K
|
11K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.19K- 16.28% |
$44.1K - $48.3K
|
6.12K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 0.73% |
$44.6K - $48.9K
|
163K
$6.65M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.9% |
$46.2K - $50.6K
|
41.7K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.27K- 6.17% |
$47.1K - $51.6K
|
19.3K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.29K- 11.58% |
$47.8K - $52.4K
|
9.84K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.31K- 2.25% |
$48.6K - $53.3K
|
57.1K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.36K- 1.95% |
$50.5K - $55.4K
|
68.4K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.38K- 15.9% |
$51K - $55.9K
|
7.29K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.39K- 14.93% |
$51.5K - $56.5K
|
7.92K
$324K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.4K- 0.47% |
$51.8K - $56.8K
|
294K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.4K- 13.75% |
$51.8K - $56.8K
|
8.77K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.41K- 1.55% |
$52.2K - $57.2K
|
89.3K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 1.13% |
$52.7K - $57.7K
|
124K
$5.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.46K- 10.69% |
$53.9K - $59.1K
|
12.2K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.65K- 9.72% |
$61.3K - $67.2K
|
15.4K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.67K- 1.45% |
$61.9K - $67.9K
|
114K
$4.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 2.02% |
$63.8K - $69.9K
|
83.5K
$3.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.74K- 2.88% |
$64.5K - $70.7K
|
58.7K
$2.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.74K- 13.55% |
$64.6K - $70.8K
|
11.1K
$454K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.76K- 15.77% |
$65.4K - $71.6K
|
9.42K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.77K- 0.25% |
$65.4K - $71.7K
|
696K
$28.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 9.52% |
$66.5K - $72.9K
|
17K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.8K- 9.04% |
$66.6K - $73K
|
18.1K
$739K
|