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 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
903+ 8.14% |
$33.5K - $36.7K
|
12K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
865+ 0.66% |
$32.1K - $35.1K
|
131K
$5.36M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
828+ 5.38% |
$30.7K - $33.6K
|
16.2K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
805New |
$29.8K - $32.7K
|
805
$32.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
782+ 2.37% |
$29K - $31.8K
|
33.8K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
774+ 2.14% |
$28.7K - $31.4K
|
36.9K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
739New |
$27.4K - $30K
|
739
$30.2K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
735+ 9.46% |
$27.2K - $29.9K
|
8.5K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
722+ 267.41% |
$26.8K - $29.3K
|
992
$40.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
715+ 1.2% |
$26.5K - $29.1K
|
60.4K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
711+ 2.05% |
$26.4K - $28.9K
|
35.4K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
690+ 8.22% |
$25.6K - $28K
|
9.08K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
670+ 4.24% |
$24.8K - $27.2K
|
16.5K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
644+ 4.06% |
$23.9K - $26.2K
|
16.5K
$675K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
626+ 7.95% |
$23.2K - $25.4K
|
8.5K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
621New |
$23K - $25.2K
|
621
$25.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
620+ 10.84% |
$23K - $25.2K
|
6.34K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
619+ 0.98% |
$22.9K - $25.1K
|
64.1K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
588+ 21.01% |
$21.8K - $23.9K
|
3.39K
$138K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
573+ 3.3% |
$21.2K - $23.3K
|
17.9K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
565+ 2.48% |
$20.9K - $23K
|
23.4K
$956K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
561+ 0.91% |
$20.8K - $22.8K
|
62.1K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
556+ 77.44% |
$20.6K - $22.6K
|
1.27K
$52.1K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
555+ 20.29% |
$20.6K - $22.5K
|
3.29K
$134K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
519New |
$19.2K - $21.1K
|
519
$21.2K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
511+ 6.37% |
$18.9K - $20.8K
|
8.53K
$349K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
506+ 0.24% |
$18.8K - $20.6K
|
215K
$8.81M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
502+ 3.71% |
$18.6K - $20.4K
|
14K
$573K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
501+ 2.27% |
$18.6K - $20.4K
|
22.6K
$923K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 2.33% |
$18.3K - $20.1K
|
21.8K
$890K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
492+ 3.74% |
$18.2K - $20K
|
13.6K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
478+ 2.59% |
$17.7K - $19.4K
|
18.9K
$773K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
465+ 2.94% |
$17.2K - $18.9K
|
16.3K
$665K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
452+ 1.62% |
$16.8K - $18.4K
|
28.4K
$1.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
451+ 1.34% |
$16.7K - $18.3K
|
34.1K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
444+ 3.33% |
$16.5K - $18K
|
13.8K
$563K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
433+ 26.08% |
$16.1K - $17.6K
|
2.09K
$85.6K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
417+ 15.95% |
$15.5K - $16.9K
|
3.03K
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
410+ 1.07% |
$15.2K - $16.7K
|
38.7K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
386+ 0.65% |
$14.3K - $15.7K
|
60K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
370+ 4.78% |
$13.7K - $15K
|
8.12K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
348+ 3.31% |
$12.9K - $14.1K
|
10.9K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
334+ 1.52% |
$12.4K - $13.6K
|
22.4K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
333+ 0.71% |
$12.3K - $13.5K
|
47.1K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
324+ 2.52% |
$12K - $13.2K
|
13.2K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 1.51% |
$11.8K - $12.9K
|
21.4K
$875K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
315+ 0.28% |
$11.7K - $12.8K
|
112K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
315+ 2.01% |
$11.7K - $12.8K
|
16K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
313+ 0.09% |
$11.6K - $12.7K
|
368K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
310+ 0.76% |
$11.5K - $12.6K
|
41.2K
$1.68M
|