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 823 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
32,618
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.5%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
32,600
shares
|
$1.26 Million
0.6% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,021
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
31,765
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31,148
shares
|
$1.21 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,819
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
30,426
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2024
Reduced 42.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,355
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
30,167
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
29,879
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
29,858
shares
|
$1.16 Million
0.52% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
29,824
shares
|
$1.16 Million
0.32% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
29,746
shares
|
$1.15 Million
0.65% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
29,246
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
29,039
shares
|
$1.12 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
28,697
shares
|
$1.11 Million
0.29% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
28,495
shares
|
$1.1 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,180
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
28,040
shares
|
$1.09 Million
0.54% of portfolio
|
Q3 2024
Reduced 72.93%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
27,948
shares
|
$1.08 Million
0.58% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
27,369
shares
|
$1.06 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
27,288
shares
|
$1.06 Million
0.52% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
27,277
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
27,003
shares
|
$1.05 Million
0.76% of portfolio
|
Q3 2024
Added 24.41%
|