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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
41,362
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
40,842
shares
|
$1.64 Million
0.29% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
40,489
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
40,100
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
39,722
shares
|
$1.59 Million
0.53% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
39,421
shares
|
$1.58 Million
0.28% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
39,173
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
39,088
shares
|
$1.57 Million
0.95% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
38,609
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
38,543
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 36.77%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,505
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
38,361
shares
|
$1.54 Million
1.46% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
38,338
shares
|
$1.54 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
38,105
shares
|
$1.53 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
37,898
shares
|
$1.52 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
37,571
shares
|
$1.51 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
37,108
shares
|
$1.49 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
37,089
shares
|
$1.49 Million
0.3% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
36,705
shares
|
$1.47 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
36,132
shares
|
$1.45 Million
0.26% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
36,095
shares
|
$1.45 Million
0.3% of portfolio
|
Q4 2024
Reduced 35.15%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
35,851
shares
|
$1.44 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,674
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
35,495
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
35,465
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 175.61%
|