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 817 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 |
|---|---|---|---|---|---|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
21,322
shares
|
$825,801
0.24% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
21,271
shares
|
$823,825
0.29% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
21,168
shares
|
$819,836
0.33% of portfolio
|
Q1 2024
Added 6.27%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
21,156
shares
|
$819,371
0.48% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
21,101
shares
|
$817,241
0.29% of portfolio
|
Q4 2024
Added 59.72%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
20,888
shares
|
$808,992
0.19% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
20,806
shares
|
$805,816
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
20,616
shares
|
$798,457
0.07% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,609
shares
|
$798,186
0.36% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$796,598
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$796,598
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,114
shares
|
$779,015
0.06% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,090
shares
|
$778,085
0.0% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
19,999
shares
|
$774,561
0.04% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
19,989
shares
|
$774,173
0.48% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
19,837
shares
|
$768,287
0.14% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
19,731
shares
|
$764,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
19,691
shares
|
$762,632
0.06% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
19,628
shares
|
$760,192
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
19,512
shares
|
$755,699
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
19,481
shares
|
$754,499
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
19,427
shares
|
$752,407
0.19% of portfolio
|
Q4 2024
Added 193.28%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
19,400
shares
|
$751,361
0.04% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
19,391
shares
|
$751,013
0.37% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
19,318
shares
|
$748,186
0.08% of portfolio
|
Q4 2024
Reduced 11.35%
|