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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
19,209
shares
|
$743,964
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
19,150
shares
|
$741,679
0.03% of portfolio
|
Q3 2024
Reduced 49.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,077
shares
|
$738,852
0.02% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
19,053
shares
|
$737,922
0.07% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,911
shares
|
$732,423
0.09% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
18,911
shares
|
$732,423
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
18,815
shares
|
$728,704
0.26% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
18,808
shares
|
$728,433
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
18,744
shares
|
$725,955
0.19% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
18,706
shares
|
$724,483
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
18,589
shares
|
$719,951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
18,549
shares
|
$718,402
0.1% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
18,522
shares
|
$717,357
0.55% of portfolio
|
Q2 2024
Added 106.53%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
18,423
shares
|
$713,522
0.09% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
18,356
shares
|
$710,927
0.13% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
18,289
shares
|
$708,332
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
18,248
shares
|
$706,745
1.26% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
17,976
shares
|
$696,210
0.39% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,877
shares
|
$692,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,776
shares
|
$688,464
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17,633
shares
|
$682,926
0.11% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
17,496
shares
|
$677,620
0.26% of portfolio
|
Q3 2024
Reduced 1.6%
|