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 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-798- 11.71% |
$29.6K - $32.4K
|
6.02K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-849- 6.72% |
$31.5K - $34.5K
|
11.8K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-910- 0.54% |
$33.7K - $37K
|
168K
$6.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-914- 4.15% |
$33.9K - $37.1K
|
21.1K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-939- 3.27% |
$34.8K - $38.2K
|
27.8K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 6.61% |
$39.9K - $43.7K
|
15.2K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 7.03% |
$42.1K - $46.1K
|
15K
$591K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 0.73% |
$44.6K - $48.9K
|
163K
$6.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.27K- 6.17% |
$47.1K - $51.6K
|
19.3K
$761K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.36K- 1.95% |
$50.5K - $55.4K
|
68.4K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.38K- 15.9% |
$51K - $55.9K
|
7.29K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.4K- 0.47% |
$51.8K - $56.8K
|
294K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.4K- 13.75% |
$51.8K - $56.8K
|
8.77K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 1.13% |
$52.7K - $57.7K
|
124K
$4.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.46K- 10.69% |
$53.9K - $59.1K
|
12.2K
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.65K- 9.72% |
$61.3K - $67.2K
|
15.4K
$605K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.67K- 1.45% |
$61.9K - $67.9K
|
114K
$4.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 2.02% |
$63.8K - $69.9K
|
83.5K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.74K- 2.88% |
$64.5K - $70.7K
|
58.7K
$2.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.74K- 13.55% |
$64.6K - $70.8K
|
11.1K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.77K- 0.25% |
$65.4K - $71.7K
|
696K
$27.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 9.52% |
$66.5K - $72.9K
|
17K
$671K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.82K- 9.09% |
$67.4K - $73.9K
|
18.2K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.84K- 22.42% |
$68.1K - $74.6K
|
6.36K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.04K- 1.79% |
$75.5K - $82.8K
|
112K
$4.4M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.07K- 9.84% |
$76.5K - $83.9K
|
18.9K
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 10.58% |
$77.2K - $84.6K
|
17.6K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.39K- 4.85% |
$88.4K - $96.9K
|
46.8K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.45K- 28.42% |
$90.9K - $99.6K
|
6.18K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-2.47K- 4.09% |
$91.6K - $100K
|
57.9K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.56K- 4.3% |
$94.8K - $104K
|
56.9K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.59K- 8.84% |
$95.9K - $105K
|
26.7K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.68K- 1.45% |
$99.3K - $109K
|
181K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.85K- 1.03% |
$106K - $116K
|
273K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.03K- 4.07% |
$112K - $123K
|
71.5K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.13K- 4.99% |
$116K - $127K
|
59.6K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 14.05% |
$116K - $127K
|
19.2K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.23K- 14.49% |
$120K - $131K
|
19.1K
$751K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.3K- 2.04% |
$122K - $134K
|
158K
$6.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.34K- 17.29% |
$124K - $136K
|
16K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.78K- 6.93% |
$140K - $154K
|
50.7K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.98K- 16.75% |
$147K - $162K
|
19.8K
$779K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4.08K- 89.5% |
$151K - $166K
|
479
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.81K- 40.52% |
$178K - $196K
|
7.06K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4.9K- 4.77% |
$182K - $199K
|
98K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.1K- 3.78% |
$189K - $207K
|
130K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.16K- 0.99% |
$191K - $209K
|
517K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-5.27K- 7.91% |
$196K - $214K
|
61.4K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.39K- 5.1% |
$200K - $219K
|
100K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5.5K- 10.34% |
$204K - $224K
|
47.7K
$1.88M
|