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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-43- 10.75% |
$1.59K - $1.75K
|
357
$14.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-59- 0.82% |
$2.19K - $2.4K
|
7.12K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-63- 0.28% |
$2.34K - $2.56K
|
22.5K
$884K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-69- 1.02% |
$2.56K - $2.8K
|
6.67K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-88- 0.42% |
$3.26K - $3.58K
|
20.7K
$816K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-97- 15.88% |
$3.6K - $3.94K
|
514
$20.2K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-103- 5.31% |
$3.82K - $4.18K
|
1.84K
$72.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-108- 0.36% |
$4K - $4.39K
|
29.6K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-117- 0.29% |
$4.34K - $4.75K
|
39.6K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 0.73% |
$4.56K - $5K
|
16.6K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 0.42% |
$4.71K - $5.16K
|
30K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-130- 2.33% |
$4.82K - $5.28K
|
5.44K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-148- 20.87% |
$5.49K - $6.01K
|
561
$22.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-186- 4.89% |
$6.9K - $7.56K
|
3.62K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-194- 2.5% |
$7.19K - $7.88K
|
7.57K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-200- 1.56% |
$7.41K - $8.13K
|
12.6K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-210- 2.04% |
$7.78K - $8.53K
|
10.1K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-217- 2.16% |
$8.04K - $8.82K
|
9.82K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-248- 99.6% |
$9.19K - $10.1K
|
1
$39.4
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-253- 5.41% |
$9.38K - $10.3K
|
4.42K
$174K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-257- 0.86% |
$9.53K - $10.4K
|
29.6K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-276- 2.95% |
$10.2K - $11.2K
|
9.09K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-285- 2.1% |
$10.6K - $11.6K
|
13.3K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-294- 47.27% |
$10.9K - $11.9K
|
328
$12.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-298- 3.02% |
$11K - $12.1K
|
9.56K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-315- 1.61% |
$11.7K - $12.8K
|
19.2K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-328- 5.93% |
$12.2K - $13.3K
|
5.2K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-375- 85.42% |
$13.9K - $15.2K
|
64
$2.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-414- 3.46% |
$15.3K - $16.8K
|
11.6K
$456K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-433- 2.51% |
$16.1K - $17.6K
|
16.8K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-435- 3.63% |
$16.1K - $17.7K
|
11.6K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-436- 3.98% |
$16.2K - $17.7K
|
10.5K
$414K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-450- 3.06% |
$16.7K - $18.3K
|
14.3K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-458- 0.45% |
$17K - $18.6K
|
102K
$4.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-510- 0.7% |
$18.9K - $20.7K
|
71.9K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-532- 0.33% |
$19.7K - $21.6K
|
161K
$6.34M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-550- 8.12% |
$20.4K - $22.3K
|
6.22K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-554- 1.19% |
$20.5K - $22.5K
|
45.9K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-567- 1.91% |
$21K - $23K
|
29.1K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-580- 0.47% |
$21.5K - $23.6K
|
122K
$4.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-592- 2.85% |
$21.9K - $24.1K
|
20.2K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-596- 9.96% |
$22.1K - $24.2K
|
5.39K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-620- 9.78% |
$23K - $25.2K
|
5.72K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-637- 2.01% |
$23.6K - $25.9K
|
31.1K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-640- 1.29% |
$23.7K - $26K
|
49.1K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-666- 1.66% |
$24.7K - $27.1K
|
39.4K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-667- 5.68% |
$24.7K - $27.1K
|
11.1K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-720- 0.72% |
$26.7K - $29.3K
|
99.8K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-731- 1.71% |
$27.1K - $29.7K
|
42.1K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-732- 4.5% |
$27.1K - $29.7K
|
15.5K
$612K
|