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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.62K- 4.44% |
$171K - $188K
|
99.3K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.63K- 5.24% |
$172K - $188K
|
83.8K
$3.95M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.81K- 40.52% |
$178K - $196K
|
7.06K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.9K- 4.77% |
$182K - $199K
|
98K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.1K- 3.78% |
$189K - $207K
|
130K
$6.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.16K- 0.99% |
$191K - $209K
|
517K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.25K- 3.37% |
$195K - $213K
|
151K
$7.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-5.27K- 7.91% |
$196K - $214K
|
61.4K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.39K- 5.1% |
$200K - $219K
|
100K
$4.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5.5K- 10.34% |
$204K - $224K
|
47.7K
$2.25M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.51KClosed |
$204K - $224K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.56K- 14.44% |
$206K - $226K
|
32.9K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.63K- 48.79% |
$209K - $229K
|
5.91K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.76K- 7.01% |
$213K - $234K
|
76.4K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.91K- 35.68% |
$219K - $240K
|
10.6K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.93K- 31.26% |
$220K - $241K
|
13K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.03K- 52.57% |
$224K - $245K
|
5.44K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-6.08K- 17.74% |
$226K - $247K
|
28.2K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 8.36% |
$234K - $256K
|
69.1K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.46K- 24.92% |
$240K - $263K
|
19.5K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.5K- 0.8% |
$241K - $264K
|
802K
$37.8M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.68K- 9.95% |
$247K - $271K
|
60.4K
$2.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.7K- 46.23% |
$248K - $272K
|
7.79K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.8K- 35.38% |
$252K - $276K
|
12.4K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.97K- 17.68% |
$258K - $283K
|
32.5K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.97K- 5.63% |
$259K - $283K
|
117K
$5.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-7.06K- 21.23% |
$262K - $287K
|
26.2K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.13K- 50.0% |
$264K - $290K
|
7.13K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.15K- 5.62% |
$265K - $290K
|
120K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.15K- 18.52% |
$265K - $291K
|
31.5K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 1.53% |
$266K - $291K
|
462K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.23K- 5.09% |
$268K - $294K
|
135K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.39K- 17.45% |
$274K - $300K
|
34.9K
$1.65M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-7.56K- 54.83% |
$280K - $307K
|
6.22K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.75K- 8.69% |
$287K - $315K
|
81.4K
$3.83M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.87K- 29.65% |
$292K - $320K
|
18.7K
$880K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.96K- 8.2% |
$295K - $323K
|
89.1K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.99K- 12.95% |
$296K - $324K
|
53.7K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-8.01K- 4.2% |
$297K - $325K
|
183K
$8.6M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.49K- 14.43% |
$315K - $345K
|
50.4K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-9.31K- 56.74% |
$345K - $378K
|
7.1K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9.45K- 9.96% |
$350K - $384K
|
85.5K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.58K- 12.32% |
$355K - $389K
|
68.2K
$3.21M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.4K- 77.15% |
$386K - $423K
|
3.08K
$145K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.8K- 12.21% |
$399K - $437K
|
77.4K
$3.65M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-10.9K- 5.72% |
$402K - $441K
|
179K
$8.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11K- 1.84% |
$407K - $446K
|
586K
$27.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 6.19% |
$424K - $465K
|
174K
$8.18M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 6.88% |
$438K - $480K
|
160K
$7.54M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12.1K- 43.59% |
$449K - $492K
|
15.7K
$739K
|