Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)

SPEM Quotes by TradingView

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 30, 2025 Q1 2025
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
5
+ 0.08%
$185 - $203
6.42K $263K
May 16, 2025 Q1 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
3
New
$111 - $122
3 $123
Apr 08, 2025 Q1 2025
Lantz Financial LLC

SELL
 -
-2
- 0.03%
$74.1 - $81.3
7.64K $312K
May 09, 2025 Q1 2025
Frazier Financial Advisors, LLC

Columbus, OH
SELL
 -
-2
- 0.74%
$74.1 - $81.3
268 $11K
Apr 16, 2025 Q1 2025
Defined Wealth Management, LLC

SELL
 -
-3
- 0.01%
$111 - $122
31.1K $1.27M
Apr 10, 2025 Q1 2025
Watershed Private Wealth LLC

Oak Brook, IL
SELL
 -
-5
- 0.02%
$185 - $203
32.8K $1.34M
May 12, 2025 Q1 2025
Covestor LTD

Boston, MA
SELL
 -
-8
- 4.32%
$297 - $325
177 $7.24K
Apr 30, 2025 Q1 2025
Phillips Financial Management, LLC

SELL
 -
-10
- 3.24%
$371 - $406
299 $12.2K
May 14, 2025 Q1 2025
Safe Harbor Fiduciary, LLC

Pensacola, FL
SELL
 -
-10
- 1.74%
$371 - $406
564 $23.1K
May 09, 2025 Q1 2025
Coign Capital Advisors LLC

Draper, UT
SELL
 -
-12
- 0.07%
$445 - $488
16.5K $676K
Apr 24, 2025 Q1 2025
Stone Point Wealth LLC

SELL
 -
-19
- 0.27%
$704 - $772
6.92K $283K
Apr 16, 2025 Q1 2025
Wealth Advisors Northwest LLC

Portland, OR
SELL
 -
-20
- 0.26%
$741 - $813
7.65K $313K
Apr 30, 2025 Q1 2025
May Hill Capital, LLC

Cohasset, MA
SELL
 -
-23
- 0.07%
$853 - $934
33.6K $1.37M
May 09, 2025 Q1 2025
Prairie View Partners, LLC

SELL
 -
-24
- 4.44%
$890 - $975
516 $21.1K
Apr 08, 2025 Q1 2025
Bond & Devick Financial Network, Inc.

SELL
 -
-24
- 0.09%
$890 - $975
27.3K $1.11M
May 07, 2025 Q1 2025
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-26
- 0.32%
$964 - $1.06K
8.14K $333K
Apr 11, 2025 Q1 2025
Insight Advisors, LLC

Newtown, PA
SELL
 -
-27
- 0.29%
$1K - $1.1K
9.38K $383K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
SELL
 -
-29
- 56.86%
$1.08K - $1.18K
22 $899
May 14, 2025 Q1 2025
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-31
- 0.12%
$1.15K - $1.26K
24.8K $1.02M
May 08, 2025 Q1 2025
North Rock Partners, LLC

SELL
 -
-33
- 1.06%
$1.22K - $1.34K
3.07K $125K
Apr 10, 2025 Q1 2025
Trinity Wealth Management, LLC

SELL
 -
-40
- 0.19%
$1.48K - $1.63K
20.6K $841K
Apr 14, 2025 Q1 2025
Nav Point Financial, Inc.

Prior Lake, MN
SELL
 -
-41
- 0.11%
$1.52K - $1.67K
35.8K $1.46M
May 02, 2025 Q1 2025
Concord Wealth Partners

SELL
 -
-43
- 10.75%
$1.59K - $1.75K
357 $14.6K
May 09, 2025 Q1 2025
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-56
- 1.39%
$2.08K - $2.28K
3.96K $162K
Apr 10, 2025 Q1 2025
Eclectic Associates Inc

SELL
 -
-59
- 0.82%
$2.19K - $2.4K
7.12K $291K
Apr 14, 2025 Q1 2025
Range Financial Group LLC

SELL
 -
-63
- 0.28%
$2.34K - $2.56K
22.5K $918K
May 09, 2025 Q1 2025
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-67
- 95.71%
$2.48K - $2.72K
3 $123
Apr 30, 2025 Q1 2025
Austin Wealth Management, LLC

Austin, TX
SELL
 -
-69
- 1.02%
$2.56K - $2.8K
6.67K $273K
May 14, 2025 Q1 2025
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-70
- 1.29%
$2.59K - $2.84K
5.37K $219K
May 14, 2025 Q1 2025
Zacks Investment Management

Chicago, IL
SELL
 -
-88
- 1.29%
$3.26K - $3.58K
6.71K $274K
Apr 22, 2025 Q1 2025
Three Cord True Wealth Management, LLC

Beaver, PA
SELL
 -
-88
- 0.42%
$3.26K - $3.58K
20.7K $847K
May 13, 2025 Q1 2025
Dynamic Financial Group

Cedar Falls, IA
SELL
 -
-91
- 0.99%
$3.37K - $3.7K
9.11K $373K
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

SELL
 -
-97
- 15.88%
$3.6K - $3.94K
514 $21K
May 15, 2025 Q1 2025
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-103
- 1.12%
$3.82K - $4.18K
9.11K $372K
May 01, 2025 Q1 2025
Iron Horse Wealth Management, LLC

SELL
 -
-103
- 5.31%
$3.82K - $4.18K
1.84K $75.1K
Apr 25, 2025 Q1 2025
Iron Financial, LLC

SELL
 -
-108
- 0.36%
$4K - $4.39K
29.6K $1.21M
May 08, 2025 Q1 2025
Modera Wealth Management, LLC

SELL
 -
-112
- 0.26%
$4.15K - $4.55K
43.8K $1.79M
Apr 14, 2025 Q1 2025
Outlook Wealth Advisors, LLC

SELL
 -
-117
- 0.29%
$4.34K - $4.75K
39.6K $1.62M
May 12, 2025 Q1 2025
Claro Advisors LLC

Boston, MA
SELL
 -
-123
- 1.29%
$4.56K - $5K
9.39K $384K
May 01, 2025 Q1 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-123
- 0.73%
$4.56K - $5K
16.6K $681K
May 08, 2025 Q1 2025
Kagan Cocozza Asset Management

Mickleton, NJ
SELL
 -
-125
- 0.37%
$4.63K - $5.08K
33.6K $1.37M
Apr 22, 2025 Q1 2025
Jfs Wealth Advisors, LLC

SELL
 -
-127
- 0.42%
$4.71K - $5.16K
30K $1.23M
Apr 22, 2025 Q1 2025
First Financial Group Corp

Raleigh, NC
SELL
 -
-130
- 2.33%
$4.82K - $5.28K
5.44K $222K
May 08, 2025 Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-134
- 1.14%
$4.97K - $5.44K
11.6K $474K
May 13, 2025 Q1 2025
Northern Trust Corp

Chicago, IL
SELL
 -
-135
- 1.56%
$5K - $5.49K
8.51K $348K
May 05, 2025 Q1 2025
Tag Stone Capital, Inc.

SELL
 -
-147
- 0.4%
$5.45K - $5.97K
36.6K $1.49M
Apr 23, 2025 Q1 2025
Img Wealth Management, Inc.

Jacksonville, FL
SELL
 -
-148
- 20.87%
$5.49K - $6.01K
561 $22.9K
May 12, 2025 Q1 2025
Msh Capital Advisors LLC

Scottsdale, AZ
SELL
 -
-151
- 2.79%
$5.6K - $6.14K
5.27K $215K
May 05, 2025 Q1 2025
Pfg Advisors

SELL
 -
-156
- 1.64%
$5.78K - $6.34K
9.36K $383K

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