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 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.24K+ 36.28% |
$46K - $50.4K
|
4.66K
$176K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.17K+ 1.72% |
$43.5K - $47.7K
|
69.5K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.03K+ 0.68% |
$38.3K - $42K
|
153K
$5.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
995+ 9.59% |
$36.9K - $40.4K
|
11.4K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
782+ 2.37% |
$29K - $31.8K
|
33.8K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
774+ 2.14% |
$28.7K - $31.4K
|
36.9K
$1.39M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
573+ 3.3% |
$21.2K - $23.3K
|
17.9K
$677K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
561+ 0.91% |
$20.8K - $22.8K
|
62.1K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
556+ 77.44% |
$20.6K - $22.6K
|
1.27K
$48.1K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 2.33% |
$18.3K - $20.1K
|
21.8K
$821K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
452+ 1.62% |
$16.8K - $18.4K
|
28.4K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
451+ 1.34% |
$16.7K - $18.3K
|
34.1K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
348+ 3.31% |
$12.9K - $14.1K
|
10.9K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
334+ 1.52% |
$12.4K - $13.6K
|
22.4K
$844K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
324+ 2.52% |
$12K - $13.2K
|
13.2K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
315+ 0.28% |
$11.7K - $12.8K
|
112K
$4.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
310+ 0.76% |
$11.5K - $12.6K
|
41.2K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
284+ 1.17% |
$10.5K - $11.5K
|
24.6K
$928K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
189+ 0.22% |
$7.01K - $7.68K
|
84.8K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.92% |
$2.56K - $2.8K
|
7.61K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.18% |
$704 - $772
|
10.4K
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.03% |
$74.1 - $81.3
|
7.64K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.01% |
$111 - $122
|
31.1K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5- 0.02% |
$185 - $203
|
32.8K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-20- 0.26% |
$741 - $813
|
7.65K
$289K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-24- 0.09% |
$890 - $975
|
27.3K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-27- 0.29% |
$1K - $1.1K
|
9.38K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-40- 0.19% |
$1.48K - $1.63K
|
20.6K
$776K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-41- 0.11% |
$1.52K - $1.67K
|
35.8K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-59- 0.82% |
$2.19K - $2.4K
|
7.12K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-63- 0.28% |
$2.34K - $2.56K
|
22.5K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.29% |
$4.34K - $4.75K
|
39.6K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-186- 4.89% |
$6.9K - $7.56K
|
3.62K
$137K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-217- 2.16% |
$8.04K - $8.82K
|
9.82K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-253- 5.41% |
$9.38K - $10.3K
|
4.42K
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-257- 0.86% |
$9.53K - $10.4K
|
29.6K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-285- 2.1% |
$10.6K - $11.6K
|
13.3K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-315- 1.61% |
$11.7K - $12.8K
|
19.2K
$724K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-414- 3.46% |
$15.3K - $16.8K
|
11.6K
$437K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-433- 2.51% |
$16.1K - $17.6K
|
16.8K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-554- 1.19% |
$20.5K - $22.5K
|
45.9K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-580- 0.47% |
$21.5K - $23.6K
|
122K
$4.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-592- 2.85% |
$21.9K - $24.1K
|
20.2K
$763K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-640- 1.29% |
$23.7K - $26K
|
49.1K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-667- 5.68% |
$24.7K - $27.1K
|
11.1K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-731- 1.71% |
$27.1K - $29.7K
|
42.1K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-798- 11.71% |
$29.6K - $32.4K
|
6.02K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-849- 6.72% |
$31.5K - $34.5K
|
11.8K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 6.61% |
$39.9K - $43.7K
|
15.2K
$574K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 0.73% |
$44.6K - $48.9K
|
163K
$6.14M
|