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 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
2.05K+ 8.97% |
$76K - $83.3K
|
24.9K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.04K+ 15.92% |
$75.6K - $82.9K
|
14.9K
$607K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.02K+ 201700.0% |
$74.8K - $82K
|
2.02K
$82.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 12.19% |
$73.5K - $80.6K
|
18.2K
$746K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.98K+ 2.05% |
$73.3K - $80.4K
|
98.6K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.93K+ 24.21% |
$71.5K - $78.4K
|
9.9K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.93K+ 3.96% |
$71.4K - $78.3K
|
50.6K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.92K+ 2.64% |
$71K - $77.8K
|
74.6K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 1.37% |
$67.2K - $73.7K
|
134K
$5.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81K+ 24.2% |
$67.1K - $73.5K
|
9.29K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.8K+ 0.67% |
$66.8K - $73.3K
|
269K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.77KNew |
$65.6K - $71.9K
|
1.77K
$72.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.73K+ 0.65% |
$64.1K - $70.3K
|
270K
$11M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 22.58% |
$62.2K - $68.1K
|
9.1K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.64K+ 6.86% |
$60.9K - $66.8K
|
25.6K
$1.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 3.15% |
$60.9K - $66.7K
|
53.7K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.56K+ 1.03% |
$57.7K - $63.3K
|
153K
$6.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.56KNew |
$57.7K - $63.3K
|
1.56K
$63.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.55K+ 0.41% |
$57.5K - $63K
|
377K
$15.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.53K+ 2.78% |
$56.6K - $62K
|
56.4K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.51K+ 17.56% |
$55.9K - $61.2K
|
10.1K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.45K+ 83.24% |
$53.8K - $58.9K
|
3.19K
$130K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.43K+ 8.94% |
$53K - $58.1K
|
17.4K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.42K+ 23.98% |
$52.5K - $57.6K
|
7.33K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.38K+ 1.38% |
$51.1K - $56K
|
102K
$4.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.37K+ 14.01% |
$50.6K - $55.5K
|
11.1K
$455K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.27K+ 6.43% |
$47.1K - $51.6K
|
21K
$860K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.24K+ 6.1% |
$46.1K - $50.5K
|
21.6K
$884K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.24K+ 36.28% |
$46K - $50.4K
|
4.66K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.22K+ 7.38% |
$45.2K - $49.5K
|
17.7K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.22K+ 23.64% |
$45K - $49.4K
|
6.36K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.2% |
$44.3K - $48.6K
|
55.6K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.19K+ 5.63% |
$44K - $48.3K
|
22.3K
$911K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.17K+ 1.72% |
$43.5K - $47.7K
|
69.5K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.16K+ 3.61% |
$42.9K - $47K
|
33.2K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.15KNew |
$42.6K - $46.7K
|
1.15K
$47K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$42.5K - $46.6K
|
1.15K
$46.8K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.14K+ 4.08% |
$42.3K - $46.4K
|
29.1K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.07K+ 9.97% |
$39.6K - $43.4K
|
11.8K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.07K+ 1.04% |
$39.5K - $43.3K
|
104K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.05K+ 5.11% |
$38.9K - $42.7K
|
21.6K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.03K+ 0.68% |
$38.3K - $42K
|
153K
$6.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 15.24% |
$37.6K - $41.2K
|
7.66K
$313K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
995+ 9.59% |
$36.9K - $40.4K
|
11.4K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
939+ 7.11% |
$34.8K - $38.2K
|
14.1K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
933New |
$34.6K - $37.9K
|
933
$38.1K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
926+ 1.36% |
$34.3K - $37.6K
|
69.1K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
919+ 1.56% |
$34.1K - $37.3K
|
60K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
915New |
$33.9K - $37.2K
|
915
$37.4K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
905+ 10.4% |
$33.5K - $36.8K
|
9.6K
$393K
|