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 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.76K+ 25.02% |
$176K - $193K
|
23.8K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.72K+ 6.47% |
$175K - $192K
|
77.7K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.58K+ 31.96% |
$170K - $186K
|
18.9K
$808K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.56K+ 5.54% |
$169K - $185K
|
86.9K
$3.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.56K+ 3.99% |
$169K - $185K
|
119K
$5.08M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.55K+ 13.63% |
$169K - $185K
|
38K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.47K+ 41.68% |
$166K - $182K
|
15.2K
$650K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.45K+ 34.32% |
$165K - $181K
|
17.4K
$745K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.38KNew |
$162K - $178K
|
4.38K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.37K+ 7.02% |
$162K - $178K
|
66.7K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.26K+ 6.72% |
$158K - $173K
|
67.7K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.24K+ 4.82% |
$157K - $172K
|
92.2K
$3.94M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.22K+ 78.11% |
$156K - $171K
|
9.63K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.12K+ 40.8% |
$153K - $167K
|
14.2K
$607K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.08K+ 5.26% |
$151K - $166K
|
81.5K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.04K+ 7.47% |
$150K - $164K
|
58.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.02K+ 103.31% |
$149K - $163K
|
7.92K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 2.93% |
$142K - $155K
|
134K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82K+ 6.55% |
$142K - $155K
|
62.1K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.68K+ 17.66% |
$136K - $149K
|
24.5K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.65K+ 1.06% |
$135K - $148K
|
347K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.61K+ 28.43% |
$134K - $147K
|
16.3K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.59K+ 2.03% |
$133K - $146K
|
181K
$7.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.52K+ 3.59% |
$130K - $143K
|
101K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.5K+ 4.75% |
$130K - $142K
|
77.2K
$3.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.42K+ 10.62% |
$127K - $139K
|
35.6K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 4.69% |
$126K - $138K
|
76K
$3.25M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.87K+ 7.47% |
$106K - $116K
|
41.2K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.86K+ 22.25% |
$106K - $116K
|
15.7K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.84K+ 31.23% |
$105K - $115K
|
11.9K
$510K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.72K+ 4.27% |
$101K - $111K
|
66.5K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.72K+ 33.73% |
$101K - $110K
|
10.8K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69K+ 11.4% |
$99.7K - $109K
|
26.3K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.67K+ 14.84% |
$98.9K - $108K
|
20.6K
$883K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.66K+ 6.4% |
$98.5K - $108K
|
44.1K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.65K+ 13.26% |
$98.3K - $108K
|
22.6K
$968K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.55K+ 84.81% |
$94.3K - $103K
|
5.55K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.51K+ 9.93% |
$93K - $102K
|
27.8K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.49K+ 26.04% |
$92.1K - $101K
|
12K
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.45K+ 1.5% |
$90.9K - $99.7K
|
166K
$7.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.4K+ 1.78% |
$88.9K - $97.4K
|
137K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.3K+ 48.46% |
$85.4K - $93.6K
|
7.06K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.27K+ 2.84% |
$84.2K - $92.3K
|
82.2K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.26K+ 3.59% |
$83.7K - $91.8K
|
65.2K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.24K+ 10.37% |
$82.9K - $90.8K
|
23.8K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.21K+ 31.48% |
$82K - $89.8K
|
9.23K
$395K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.16K+ 3.2% |
$80.1K - $87.8K
|
69.7K
$2.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.15K+ 2.93% |
$79.7K - $87.4K
|
75.5K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.1K+ 16.92% |
$77.7K - $85.1K
|
14.5K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.09K+ 12.82% |
$77.3K - $84.7K
|
18.3K
$784K
|