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 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.25K+ 3.79% |
$343K - $376K
|
253K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.22K+ 30.94% |
$342K - $375K
|
39K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.15K+ 2.43% |
$339K - $372K
|
386K
$15.8M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.81KNew |
$327K - $358K
|
8.81K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.61K+ 4.34% |
$319K - $350K
|
207K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.6K+ 58.79% |
$319K - $349K
|
23.2K
$950K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.58KNew |
$318K - $349K
|
8.58K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.48K+ 14.98% |
$314K - $345K
|
65.1K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8.26K+ 1504.01% |
$306K - $335K
|
8.81K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.12KNew |
$301K - $330K
|
8.12K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.07K+ 3.1% |
$299K - $328K
|
268K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.88KNew |
$292K - $320K
|
7.88K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.68KNew |
$285K - $312K
|
7.68K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.59K+ 4.03% |
$281K - $308K
|
196K
$8.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.57K+ 28.66% |
$281K - $307K
|
34K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.55KNew |
$280K - $307K
|
7.55K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.4KNew |
$274K - $301K
|
7.4K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.4K+ 17.08% |
$274K - $300K
|
50.7K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
7.4K+ 14.13% |
$274K - $300K
|
59.7K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7.33K+ 4.0% |
$272K - $298K
|
190K
$7.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.21K+ 6.94% |
$267K - $293K
|
111K
$4.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
7.15KNew |
$265K - $290K
|
7.15K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.91KNew |
$256K - $281K
|
6.91K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
6.66K+ 60.88% |
$247K - $271K
|
17.6K
$720K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6.48K+ 8.86% |
$240K - $263K
|
79.7K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.46K+ 6.57% |
$240K - $263K
|
105K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.39K+ 13.77% |
$237K - $260K
|
52.8K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.28KNew |
$233K - $255K
|
6.28K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.26KNew |
$232K - $254K
|
6.26K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
6.15K+ 69.79% |
$228K - $250K
|
15K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.13KNew |
$227K - $249K
|
6.13K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$224K - $246K
|
6.05K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
5.94K+ 32.34% |
$220K - $241K
|
24.3K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.83KNew |
$216K - $237K
|
5.83K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.78K+ 4.21% |
$214K - $235K
|
143K
$5.85M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.77K+ 6.83% |
$214K - $235K
|
90.3K
$3.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
5.77K+ 2.34% |
$214K - $234K
|
252K
$10.3M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.76K+ 1.37% |
$213K - $234K
|
426K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.75K+ 11.06% |
$213K - $234K
|
57.7K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.64K+ 5.69% |
$209K - $229K
|
105K
$4.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
5.58K+ 3.58% |
$207K - $227K
|
162K
$6.6M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.55K+ 4.05% |
$206K - $226K
|
143K
$5.84M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.41K+ 27.73% |
$201K - $220K
|
24.9K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.38K+ 3.59% |
$199K - $218K
|
155K
$6.33M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.2KNew |
$193K - $211K
|
5.2K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 2.25% |
$191K - $209K
|
234K
$9.55M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.1KNew |
$189K - $207K
|
5.1K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 2.27% |
$188K - $206K
|
228K
$9.34M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.96K+ 0.88% |
$184K - $202K
|
567K
$23.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.86K+ 16.02% |
$180K - $198K
|
35.2K
$1.44M
|