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 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
49.5K+ 1098.14% |
$1.83M - $2.01M
|
54K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
49.4K+ 33.55% |
$1.83M - $2.01M
|
197K
$8.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
45.6K+ 5.58% |
$1.69M - $1.85M
|
863K
$35.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
43K+ 87.53% |
$1.59M - $1.75M
|
92K
$3.76M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
42K+ 5.73% |
$1.56M - $1.71M
|
775K
$31.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
41.5K+ 89.62% |
$1.54M - $1.69M
|
87.8K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
41.2KNew |
$1.53M - $1.67M
|
41.2K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41K+ 10.64% |
$1.52M - $1.67M
|
426K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.8K+ 361.58% |
$1.47M - $1.62M
|
50.7K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38K+ 6.95% |
$1.41M - $1.55M
|
586K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
37.1K+ 197.83% |
$1.37M - $1.51M
|
55.8K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$1.37M - $1.51M
|
37.1K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
36.4K+ 336.51% |
$1.35M - $1.48M
|
47.2K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
34KNew |
$1.26M - $1.38M
|
34K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
33.6K+ 34.67% |
$1.25M - $1.37M
|
131K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 0.67% |
$1.24M - $1.36M
|
5.06M
$207M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 6.9% |
$1.24M - $1.36M
|
518K
$21.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
33.1K+ 8.85% |
$1.23M - $1.34M
|
407K
$16.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32.2K+ 5.42% |
$1.19M - $1.31M
|
626K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31.8K+ 11.0% |
$1.18M - $1.29M
|
321K
$13.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.3K+ 141.56% |
$1.09M - $1.19M
|
50K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
28.4K+ 24.44% |
$1.05M - $1.15M
|
144K
$5.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28KNew |
$1.04M - $1.14M
|
28K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.4K+ 140.51% |
$1.02M - $1.11M
|
46.9K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.01M - $1.11M
|
27.3K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25.2K+ 24.95% |
$935K - $1.03M
|
126K
$5.17M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24.9K+ 2.14% |
$923K - $1.01M
|
1.19M
$48.5M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
24.4K+ 126.64% |
$903K - $989K
|
43.6K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
23.7K+ 19.67% |
$880K - $965K
|
144K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 30.83% |
$880K - $965K
|
101K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
23.3K+ 127.75% |
$864K - $947K
|
41.6K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
23.1KNew |
$856K - $939K
|
23.1K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.8K+ 11.9% |
$845K - $926K
|
214K
$8.77M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22.7K+ 2.66% |
$843K - $924K
|
878K
$35.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
22.5KNew |
$834K - $914K
|
22.5K
$920K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
22.5K+ 8.38% |
$832K - $912K
|
290K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.3K+ 6.6% |
$828K - $907K
|
361K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
21.6K+ 36.34% |
$802K - $879K
|
81.2K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 44.22% |
$800K - $876K
|
70.4K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.9KNew |
$773K - $847K
|
20.9K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.5K+ 3.01% |
$760K - $833K
|
702K
$28.7M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20.2K+ 66.13% |
$750K - $821K
|
50.8K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.4K+ 14.78% |
$721K - $790K
|
151K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.1K+ 15327.12% |
$670K - $735K
|
18.2K
$744K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
17.8KNew |
$661K - $724K
|
17.8K
$729K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 2.43% |
$642K - $704K
|
731K
$29.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
17.1K+ 113.54% |
$634K - $695K
|
32.2K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.7K+ 9.62% |
$620K - $680K
|
191K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
16.5K+ 22.41% |
$613K - $672K
|
90.3K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
16.3K+ 133.91% |
$605K - $663K
|
28.5K
$1.17M
|