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 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.63K- 48.79% |
$209K - $229K
|
5.91K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.76K- 7.01% |
$213K - $234K
|
76.4K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.91K- 35.68% |
$219K - $240K
|
10.6K
$419K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.03K- 52.57% |
$224K - $245K
|
5.44K
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-6.08K- 17.74% |
$226K - $247K
|
28.2K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.7K- 46.23% |
$248K - $272K
|
7.79K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.8K- 35.38% |
$252K - $276K
|
12.4K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.97K- 5.63% |
$259K - $283K
|
117K
$4.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-7.06K- 21.23% |
$262K - $287K
|
26.2K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.13K- 50.0% |
$264K - $290K
|
7.13K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.15K- 5.62% |
$265K - $290K
|
120K
$4.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 1.53% |
$266K - $291K
|
462K
$18.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.96K- 8.2% |
$295K - $323K
|
89.1K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.99K- 12.95% |
$296K - $324K
|
53.7K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9.45K- 9.96% |
$350K - $384K
|
85.5K
$3.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.8K- 12.21% |
$399K - $437K
|
77.4K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11K- 1.84% |
$407K - $446K
|
586K
$23.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 6.19% |
$424K - $465K
|
174K
$6.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-13.4K- 16.46% |
$497K - $544K
|
68K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-13.8K- 8.13% |
$510K - $559K
|
155K
$6.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14.7K- 4.69% |
$547K - $599K
|
300K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15K- 4.22% |
$555K - $608K
|
340K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.3K- 6.06% |
$566K - $620K
|
236K
$9.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.1K- 57.62% |
$598K - $656K
|
11.9K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-17.4K- 3.43% |
$647K - $709K
|
491K
$19.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.8K- 12.25% |
$844K - $926K
|
163K
$6.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.9K- 80.07% |
$1.07M - $1.17M
|
7.19K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29.1K- 15.38% |
$1.08M - $1.18M
|
160K
$6.3M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-30K- 7.61% |
$1.11M - $1.22M
|
364K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30.2K- 28.75% |
$1.12M - $1.23M
|
74.9K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-30.9K- 2.96% |
$1.14M - $1.25M
|
1.01M
$39.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-35.4K- 36.77% |
$1.31M - $1.44M
|
60.9K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-39.2K- 13.0% |
$1.45M - $1.59M
|
262K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-42.4K- 9.5% |
$1.57M - $1.72M
|
404K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-65.4K- 39.83% |
$2.42M - $2.66M
|
98.7K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-72.2K- 33.63% |
$2.68M - $2.93M
|
143K
$5.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-92K- 65.98% |
$3.41M - $3.74M
|
47.5K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-112K- 80.2% |
$4.14M - $4.53M
|
27.5K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 14.17% |
$5.38M - $5.9M
|
880K
$34.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-240K- 90.64% |
$8.88M - $9.73M
|
24.7K
$974K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-261K- 78.38% |
$9.69M - $10.6M
|
72.1K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-385K- 34.62% |
$14.3M - $15.7M
|
728K
$28.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-757K- 90.75% |
$28.1M - $30.8M
|
77.2K
$3.04M
|