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 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 1.85% |
$67.1K - $73.5K
|
95.9K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.82K- 9.09% |
$67.4K - $73.9K
|
18.2K
$743K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.84K- 22.42% |
$68.1K - $74.6K
|
6.36K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.88K- 1.24% |
$69.7K - $76.4K
|
150K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.9K- 30.05% |
$70.3K - $77.1K
|
4.42K
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.04K- 1.79% |
$75.5K - $82.8K
|
112K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.07K- 9.84% |
$76.5K - $83.9K
|
18.9K
$774K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 10.58% |
$77.2K - $84.6K
|
17.6K
$720K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.12K- 5.97% |
$78.6K - $86.1K
|
33.3K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.3K- 4.21% |
$85.3K - $93.4K
|
52.4K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.39K- 4.85% |
$88.4K - $96.9K
|
46.8K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.43K- 10.17% |
$90.2K - $98.8K
|
21.5K
$878K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.45K- 28.42% |
$90.9K - $99.6K
|
6.18K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-2.47K- 4.09% |
$91.6K - $100K
|
57.9K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.56K- 4.3% |
$94.8K - $104K
|
56.9K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.59K- 8.84% |
$95.9K - $105K
|
26.7K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.61K- 3.74% |
$96.9K - $106K
|
67.3K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.68K- 1.45% |
$99.3K - $109K
|
181K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.78K- 4.72% |
$103K - $113K
|
56K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.85K- 5.75% |
$106K - $116K
|
46.7K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.85K- 1.03% |
$106K - $116K
|
273K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.89K- 6.42% |
$107K - $117K
|
42.1K
$1.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.03K- 4.07% |
$112K - $123K
|
71.5K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.13K- 4.99% |
$116K - $127K
|
59.6K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 14.05% |
$116K - $127K
|
19.2K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.16K- 12.44% |
$117K - $128K
|
22.2K
$909K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.23K- 14.49% |
$120K - $131K
|
19.1K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.24K- 9.67% |
$120K - $131K
|
30.2K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.3K- 2.04% |
$122K - $134K
|
158K
$6.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.34K- 17.29% |
$124K - $136K
|
16K
$653K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-3.38K- 28.28% |
$125K - $137K
|
8.57K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-3.38K- 13.54% |
$125K - $137K
|
21.6K
$883K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.69K- 3.81% |
$137K - $150K
|
93.2K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.78K- 6.93% |
$140K - $154K
|
50.7K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.98K- 16.75% |
$147K - $162K
|
19.8K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4.08K- 89.5% |
$151K - $166K
|
479
$19.6K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.29K- 11.56% |
$159K - $174K
|
32.8K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.38KClosed |
$162K - $178K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.39K- 21.3% |
$163K - $178K
|
16.2K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.52K- 2.16% |
$168K - $184K
|
205K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.57K- 11.05% |
$169K - $186K
|
36.8K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.62K- 4.44% |
$171K - $188K
|
99.3K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.63K- 5.24% |
$172K - $188K
|
83.8K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.81K- 40.52% |
$178K - $196K
|
7.06K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.9K- 4.77% |
$182K - $199K
|
98K
$4.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.1K- 3.78% |
$189K - $207K
|
130K
$5.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.16K- 0.99% |
$191K - $209K
|
517K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.25K- 3.37% |
$195K - $213K
|
151K
$6.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-5.27K- 7.91% |
$196K - $214K
|
61.4K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.39K- 5.1% |
$200K - $219K
|
100K
$4.1M
|