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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.1K- 57.62% |
$598K - $656K
|
11.9K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.1K- 3.31% |
$634K - $695K
|
499K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-17.4K- 3.43% |
$647K - $709K
|
491K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-19.2K- 0.43% |
$712K - $781K
|
4.46M
$182M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-21.7K- 12.99% |
$804K - $881K
|
145K
$5.94M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-22.2K- 22.75% |
$824K - $903K
|
75.4K
$3.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.8K- 12.25% |
$844K - $926K
|
163K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-23.6K- 16.78% |
$874K - $958K
|
117K
$4.78M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-23.8K- 32.05% |
$881K - $966K
|
50.4K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.1K- 4.89% |
$1.04M - $1.14M
|
546K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-28.7K- 48.12% |
$1.07M - $1.17M
|
31K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.9K- 80.07% |
$1.07M - $1.17M
|
7.19K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29.1K- 15.38% |
$1.08M - $1.18M
|
160K
$6.54M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-29.9K- 80.72% |
$1.11M - $1.22M
|
7.15K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-30K- 7.61% |
$1.11M - $1.22M
|
364K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30.2K- 28.75% |
$1.12M - $1.23M
|
74.9K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30.5K- 14.5% |
$1.13M - $1.24M
|
180K
$7.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-30.9K- 2.96% |
$1.14M - $1.25M
|
1.01M
$41.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34K- 17.02% |
$1.26M - $1.38M
|
166K
$6.77M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-35K- 68.56% |
$1.3M - $1.42M
|
16.1K
$657K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-35.4K- 36.77% |
$1.31M - $1.44M
|
60.9K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.1K- 2.22% |
$1.34M - $1.47M
|
1.59M
$65.1M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-37K- 9.05% |
$1.37M - $1.5M
|
372K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-39.2K- 13.0% |
$1.45M - $1.59M
|
262K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-42.4K- 9.5% |
$1.57M - $1.72M
|
404K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-43.5K- 2.23% |
$1.61M - $1.77M
|
1.9M
$77.9M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-43.8K- 6.06% |
$1.62M - $1.78M
|
679K
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-55.7K- 32.35% |
$2.06M - $2.26M
|
116K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.9K- 5.09% |
$2.07M - $2.27M
|
1.04M
$42.6M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-57.6K- 45.79% |
$2.14M - $2.34M
|
68.2K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59.1K- 13.31% |
$2.19M - $2.4M
|
385K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.6K- 6.52% |
$2.21M - $2.42M
|
854K
$34.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-64.1K- 0.34% |
$2.38M - $2.61M
|
18.6M
$760M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-65.4K- 39.83% |
$2.42M - $2.66M
|
98.7K
$4.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-72.2K- 33.63% |
$2.68M - $2.93M
|
143K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-74.5K- 4.21% |
$2.76M - $3.03M
|
1.7M
$69.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.9K- 37.06% |
$2.96M - $3.25M
|
136K
$5.54M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-84.5K- 24.31% |
$3.13M - $3.43M
|
263K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-92K- 65.98% |
$3.41M - $3.74M
|
47.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-95.2K- 44.73% |
$3.53M - $3.87M
|
118K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-98.6K- 87.66% |
$3.66M - $4.01M
|
13.9K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-112K- 80.2% |
$4.14M - $4.53M
|
27.5K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 14.17% |
$5.38M - $5.9M
|
880K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-149K- 90.8% |
$5.52M - $6.05M
|
15.1K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-162K- 21.38% |
$6M - $6.58M
|
595K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-197K- 93.21% |
$7.3M - $8M
|
14.4K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204K- 21.08% |
$7.58M - $8.31M
|
765K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-237K- 4.25% |
$8.77M - $9.61M
|
5.32M
$218M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-240K- 90.64% |
$8.88M - $9.73M
|
24.7K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-261K- 78.38% |
$9.69M - $10.6M
|
72.1K
$2.95M
|