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
Apr 29, 2025 Q1 2025
Vested Financial Planning, LLC

San Carlos, CA
BUY
 -
410
+ 1.07%
$15.2K - $16.7K
38.7K $1.53M
Apr 21, 2025 Q1 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
370
+ 4.78%
$13.7K - $15K
8.12K $320K
Apr 10, 2025 Q1 2025
Act Advisors, Llc.

BUY
 -
348
+ 3.31%
$12.9K - $14.1K
10.9K $428K
Apr 16, 2025 Q1 2025
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
334
+ 1.52%
$12.4K - $13.6K
22.4K $881K
May 01, 2025 Q1 2025
Fifth Third Securities, Inc.

BUY
 -
333
+ 0.71%
$12.3K - $13.5K
47.1K $1.86M
Apr 17, 2025 Q1 2025
Stanich Group LLC

Montauk, NY
BUY
 -
324
+ 2.52%
$12K - $13.2K
13.2K $520K
Apr 10, 2025 Q1 2025
Boltwood Capital Management

BUY
 -
315
+ 0.28%
$11.7K - $12.8K
112K $4.4M
Apr 16, 2025 Q1 2025
Iag Wealth Partners, LLC

BUY
 -
310
+ 0.76%
$11.5K - $12.6K
41.2K $1.62M
Apr 29, 2025 Q1 2025
Hexagon Capital Partners LLC

BUY
 -
304
+ 1125.93%
$11.3K - $12.4K
331 $13K
Apr 16, 2025 Q1 2025
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
284
+ 1.17%
$10.5K - $11.5K
24.6K $969K
Apr 30, 2025 Q1 2025
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
268
+ 0.86%
$9.93K - $10.9K
31.4K $1.24M
Apr 21, 2025 Q1 2025
Org Partners LLC

Roanoke, IN
BUY
 -
252
+ 4.32%
$9.34K - $10.2K
6.09K $240K
Apr 21, 2025 Q1 2025
River Street Advisors LLC

Aurora, IL
BUY
 -
238
+ 1.99%
$8.82K - $9.67K
12.2K $481K
Apr 14, 2025 Q1 2025
Single Point Partners, LLC

BUY
 -
189
+ 0.22%
$7.01K - $7.68K
84.8K $3.34M
Apr 30, 2025 Q1 2025
Leavell Investment Management, Inc.

BUY
 -
180
+ 0.81%
$6.67K - $7.31K
22.5K $885K
Apr 21, 2025 Q1 2025
Cadent Capital Advisors, LLC

BUY
 -
178
+ 3.21%
$6.6K - $7.23K
5.73K $226K
Apr 25, 2025 Q1 2025
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
175
New
$6.49K - $7.11K
175 $6.89K
May 01, 2025 Q1 2025
Woodside Wealth Management LLC

Framingham, MA
BUY
 -
167
New
$6.19K - $6.79K
167 $6.58K
Apr 29, 2025 Q1 2025
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
140
New
$5.19K - $5.69K
140 $5.51K
Apr 22, 2025 Q1 2025
Foundation Wealth Management, Llc\Pa

Media, PA
BUY
 -
119
+ 0.89%
$4.41K - $4.83K
13.4K $529K
Apr 24, 2025 Q1 2025
Kessler Investment Group, LLC

BUY
 -
111
New
$4.11K - $4.51K
111 $4.37K
Apr 28, 2025 Q1 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
107
+ 1.91%
$3.97K - $4.35K
5.72K $225K
Apr 23, 2025 Q1 2025
Inman Jager Wealth Management, LLC

Hattiesburg, MS
BUY
 -
90
+ 0.53%
$3.34K - $3.66K
17K $669K
Apr 29, 2025 Q1 2025
Td Private Client Wealth LLC

New York, NY
BUY
 -
87
+ 0.22%
$3.23K - $3.53K
39.3K $1.55M
Apr 21, 2025 Q1 2025
Xy Planning Network, Inc.

Bozeman, MT
BUY
 -
81
+ 0.71%
$3K - $3.29K
11.5K $454K
Apr 17, 2025 Q1 2025
Brighton Jones LLC

BUY
 -
69
+ 0.92%
$2.56K - $2.8K
7.61K $300K
Apr 23, 2025 Q1 2025
Pinnacle Bancorp, Inc.

BUY
 -
66
+ 124.53%
$2.45K - $2.68K
119 $4.69K
Apr 23, 2025 Q1 2025
Spire Wealth Management

BUY
 -
52
+ 2.22%
$1.93K - $2.11K
2.39K $94.3K
Apr 23, 2025 Q1 2025
E&G Advisors, LP

BUY
 -
47
+ 0.57%
$1.74K - $1.91K
8.27K $326K
May 02, 2025 Q1 2025
Landmark Wealth Management, LLC

BUY
 -
35
+ 0.45%
$1.3K - $1.42K
7.83K $308K
May 01, 2025 Q1 2025
Northwest Capital Management Inc

BUY
 -
35
+ 1.32%
$1.3K - $1.42K
2.69K $106K
Apr 22, 2025 Q1 2025
David Kennon Inc

Sarasota, FL
BUY
 -
30
+ 0.02%
$1.11K - $1.22K
161K $6.36M
Apr 29, 2025 Q1 2025
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
22
+ 0.65%
$816 - $894
3.43K $135K
Apr 16, 2025 Q1 2025
Private Wealth Group, LLC

BUY
 -
19
+ 0.18%
$704 - $772
10.4K $409K
Apr 21, 2025 Q1 2025
Old Second National Bank Of Aurora

BUY
 -
17
+ 0.15%
$630 - $691
11.7K $460K
Apr 29, 2025 Q1 2025
Astoria Strategic Wealth, Inc.

BUY
 -
10
+ 0.16%
$371 - $406
6.27K $247K
Apr 08, 2025 Q1 2025
Lantz Financial LLC

SELL
 -
-2
- 0.03%
$74.1 - $81.3
7.64K $301K
Apr 16, 2025 Q1 2025
Defined Wealth Management, LLC

SELL
 -
-3
- 0.01%
$111 - $122
31.1K $1.23M
Apr 10, 2025 Q1 2025
Watershed Private Wealth LLC

Oak Brook, IL
SELL
 -
-5
- 0.02%
$185 - $203
32.8K $1.29M
Apr 30, 2025 Q1 2025
Phillips Financial Management, LLC

SELL
 -
-10
- 3.24%
$371 - $406
299 $11.8K
Apr 23, 2025 Q1 2025
Sheets Smith Wealth Management

SELL
 -
-13
- 0.08%
$482 - $528
16.3K $642K
Apr 24, 2025 Q1 2025
Stone Point Wealth LLC

SELL
 -
-19
- 0.27%
$704 - $772
6.92K $272K
Apr 16, 2025 Q1 2025
Wealth Advisors Northwest LLC

Portland, OR
SELL
 -
-20
- 0.26%
$741 - $813
7.65K $301K
Apr 30, 2025 Q1 2025
May Hill Capital, LLC

Cohasset, MA
SELL
 -
-23
- 0.07%
$853 - $934
33.6K $1.32M
Apr 08, 2025 Q1 2025
Bond & Devick Financial Network, Inc.

SELL
 -
-24
- 0.09%
$890 - $975
27.3K $1.07M
Apr 11, 2025 Q1 2025
Insight Advisors, LLC

Newtown, PA
SELL
 -
-27
- 0.29%
$1K - $1.1K
9.38K $369K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
SELL
 -
-29
- 56.86%
$1.08K - $1.18K
22 $867
Apr 10, 2025 Q1 2025
Trinity Wealth Management, LLC

SELL
 -
-40
- 0.19%
$1.48K - $1.63K
20.6K $810K
Apr 14, 2025 Q1 2025
Nav Point Financial, Inc.

Prior Lake, MN
SELL
 -
-41
- 0.11%
$1.52K - $1.67K
35.8K $1.41M

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