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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.1K+ 41.74% |
$596K - $654K
|
54.6K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.1KNew |
$596K - $653K
|
16.1K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.9K+ 187.76% |
$591K - $648K
|
24.4K
$999K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.8K+ 13.51% |
$587K - $643K
|
133K
$5.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
15.3KNew |
$566K - $620K
|
15.3K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
15KNew |
$556K - $609K
|
15K
$613K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14.9K+ 192.42% |
$552K - $605K
|
22.6K
$926K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 478.15% |
$547K - $599K
|
17.8K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.7K+ 10.42% |
$546K - $599K
|
156K
$6.38M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
14K+ 21.82% |
$520K - $570K
|
78.3K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14K+ 80.23% |
$518K - $568K
|
31.4K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13.8KNew |
$512K - $562K
|
13.8K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
13.8K+ 12.55% |
$512K - $562K
|
124K
$5.07M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.7K+ 2.41% |
$509K - $558K
|
582K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
13.5K+ 7.64% |
$500K - $548K
|
190K
$7.76M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
13.2K+ 4.99% |
$490K - $537K
|
278K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$488K - $535K
|
13.2K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
12.6KNew |
$466K - $511K
|
12.6K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.3K+ 87.17% |
$454K - $498K
|
26.3K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$443K - $485K
|
11.9K
$488K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
11.8K+ 12.25% |
$437K - $479K
|
108K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 13.95% |
$433K - $475K
|
95.5K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11.5K+ 6.83% |
$428K - $469K
|
180K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
11.5KNew |
$427K - $468K
|
11.5K
$471K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5K+ 85.19% |
$425K - $465K
|
24.9K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.4K+ 10.41% |
$421K - $461K
|
120K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.2K+ 45.72% |
$416K - $456K
|
35.7K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 19.25% |
$413K - $453K
|
69.1K
$2.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11K+ 2.68% |
$410K - $449K
|
424K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.9K+ 12.91% |
$402K - $441K
|
94.9K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$402K - $440K
|
10.8K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.7K+ 9.44% |
$398K - $436K
|
124K
$5.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.6K+ 85.53% |
$394K - $432K
|
23.1K
$943K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
10.6KNew |
$393K - $431K
|
10.6K
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10.4K+ 52240.0% |
$387K - $425K
|
10.5K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4KNew |
$386K - $423K
|
10.4K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 17.31% |
$380K - $417K
|
69.6K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 10.39% |
$376K - $412K
|
108K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10.1K+ 4.68% |
$375K - $411K
|
226K
$9.25M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 6.97% |
$373K - $408K
|
154K
$6.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.97K+ 232.23% |
$370K - $405K
|
14.3K
$583K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
9.94K+ 23.06% |
$368K - $404K
|
53K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.93KNew |
$368K - $403K
|
9.93K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.82KNew |
$364K - $399K
|
9.82K
$402K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.71K+ 14.99% |
$360K - $395K
|
74.5K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.7K+ 3.21% |
$360K - $394K
|
312K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.69K+ 6.69% |
$359K - $394K
|
154K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.56K+ 4.94% |
$354K - $388K
|
203K
$8.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.28K+ 6.97% |
$344K - $377K
|
142K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.26KNew |
$343K - $376K
|
9.26K
$378K
|