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 814 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
54,134
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
54,063
shares
|
$2.1 Million
0.15% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.05 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
52,559
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
52,474
shares
|
$2.04 Million
0.88% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
52,070
shares
|
$2.03 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
50,837
shares
|
$1.98 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
50,633
shares
|
$1.97 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
49,375
shares
|
$1.92 Million
0.2% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
49,276
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
49,072
shares
|
$1.91 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
48,860
shares
|
$1.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
48,737
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
48,155
shares
|
$1.87 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
48,114
shares
|
$1.87 Million
0.51% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
46,769
shares
|
$1.82 Million
0.16% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
46,527
shares
|
$1.81 Million
0.18% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
46,502
shares
|
$1.81 Million
0.39% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
46,414
shares
|
$1.81 Million
0.28% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,730
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
45,021
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
44,932
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
44,780
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
43,961
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.6%
|