Institutional Ownership Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $8.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
82,154
shares
|
$3.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
81,367
shares
|
$3.26 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,057
shares
|
$3.21 Million
0.13% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
79,951
shares
|
$3.2 Million
0.27% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
79,400
shares
|
$3.18 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
79,288
shares
|
$3.18 Million
0.36% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
79,282
shares
|
$3.18 Million
1.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
78,168
shares
|
$3.13 Million
1.36% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
77,745
shares
|
$3.12 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
77,473
shares
|
$3.11 Million
2.1% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
76,998
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
75,431
shares
|
$3.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
74,539
shares
|
$2.99 Million
0.56% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
74,173
shares
|
$2.97 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
73,812
shares
|
$2.96 Million
2.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
73,789
shares
|
$2.96 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
73,771
shares
|
$2.96 Million
0.26% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
73,738
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
73,534
shares
|
$2.95 Million
1.64% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
73,347
shares
|
$2.94 Million
1.58% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
73,253
shares
|
$2.94 Million
2.6% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
73,191
shares
|
$2.93 Million
2.42% of portfolio
|
Q4 2024
Added 35.54%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
72,947
shares
|
$2.92 Million
2.0% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
72,752
shares
|
$2.92 Million
6.75% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
72,678
shares
|
$2.91 Million
2.41% of portfolio
|
Q4 2024
Added 0.95%
|