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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.06K+ 3.67% |
$76.3K - $83.6K
|
58.2K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.04K+ 15.92% |
$75.6K - $82.9K
|
14.9K
$585K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.02K+ 201700.0% |
$74.8K - $82K
|
2.02K
$79.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 12.19% |
$73.5K - $80.6K
|
18.2K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.92K+ 2.64% |
$71K - $77.8K
|
74.6K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 1.37% |
$67.2K - $73.7K
|
134K
$5.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.81K+ 24.2% |
$67.1K - $73.5K
|
9.29K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.8K+ 0.67% |
$66.8K - $73.3K
|
269K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.64K+ 6.86% |
$60.9K - $66.8K
|
25.6K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.64K+ 3.15% |
$60.9K - $66.7K
|
53.7K
$2.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.56KNew |
$57.7K - $63.3K
|
1.56K
$61.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.56K+ 1.03% |
$57.7K - $63.3K
|
153K
$6.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.53K+ 2.78% |
$56.6K - $62K
|
56.4K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.51K+ 17.56% |
$55.9K - $61.2K
|
10.1K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.43K+ 8.94% |
$53K - $58.1K
|
17.4K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.38K+ 1.38% |
$51.1K - $56K
|
102K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.37K+ 14.01% |
$50.6K - $55.5K
|
11.1K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.24K+ 6.1% |
$46.1K - $50.5K
|
21.6K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.24K+ 36.28% |
$46K - $50.4K
|
4.66K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.2% |
$44.3K - $48.6K
|
55.6K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.19K+ 5.63% |
$44K - $48.3K
|
22.3K
$878K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.17K+ 1.72% |
$43.5K - $47.7K
|
69.5K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.16K+ 3.61% |
$42.9K - $47K
|
33.2K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.15KNew |
$42.6K - $46.7K
|
1.15K
$45.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.03K+ 0.68% |
$38.3K - $42K
|
153K
$6.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 15.24% |
$37.6K - $41.2K
|
7.66K
$302K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
995+ 9.59% |
$36.9K - $40.4K
|
11.4K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
933New |
$34.6K - $37.9K
|
933
$36.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
903+ 8.14% |
$33.5K - $36.7K
|
12K
$473K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
828+ 5.38% |
$30.7K - $33.6K
|
16.2K
$639K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
782+ 2.37% |
$29K - $31.8K
|
33.8K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
774+ 2.14% |
$28.7K - $31.4K
|
36.9K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
722+ 267.41% |
$26.8K - $29.3K
|
992
$39.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
715+ 1.2% |
$26.5K - $29.1K
|
60.4K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
711+ 2.05% |
$26.4K - $28.9K
|
35.4K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
690+ 8.22% |
$25.6K - $28K
|
9.08K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
626+ 7.95% |
$23.2K - $25.4K
|
8.5K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
621New |
$23K - $25.2K
|
621
$24.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
620+ 10.84% |
$23K - $25.2K
|
6.34K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
619+ 0.98% |
$22.9K - $25.1K
|
64.1K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
588+ 21.01% |
$21.8K - $23.9K
|
3.39K
$133K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
573+ 3.3% |
$21.2K - $23.3K
|
17.9K
$707K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
561+ 0.91% |
$20.8K - $22.8K
|
62.1K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
556+ 77.44% |
$20.6K - $22.6K
|
1.27K
$50.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
519New |
$19.2K - $21.1K
|
519
$20.4K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
495+ 2.33% |
$18.3K - $20.1K
|
21.8K
$857K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
465+ 2.94% |
$17.2K - $18.9K
|
16.3K
$641K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
452+ 1.62% |
$16.8K - $18.4K
|
28.4K
$1.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
451+ 1.34% |
$16.7K - $18.3K
|
34.1K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
433+ 26.08% |
$16.1K - $17.6K
|
2.09K
$82.4K
|