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 820 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 $7.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,470,653
shares
|
$56.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,295,242
shares
|
$50 Million
0.23% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,244,250
shares
|
$48 Million
0.12% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,118,841
shares
|
$43.2 Million
0.07% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,112,922
shares
|
$43 Million
1.54% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,097,660
shares
|
$42.4 Million
4.62% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,082,100
shares
|
$41.8 Million
1.64% of portfolio
|
Q3 2024
Added 40.5%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,081,747
shares
|
$41.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 23.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,061,428
shares
|
$41 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
982,751
shares
|
$37.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
893,756
shares
|
$34.5 Million
7.3% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
884,984
shares
|
$34.2 Million
0.37% of portfolio
|
Q3 2024
Added 101.68%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
834,276
shares
|
$32.2 Million
14.82% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
831,978
shares
|
$32.1 Million
0.18% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
819,109
shares
|
$31.6 Million
2.96% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
802,463
shares
|
$31 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
715,244
shares
|
$27.6 Million
0.11% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
695,553
shares
|
$26.8 Million
3.63% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
694,503
shares
|
$26.8 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
681,531
shares
|
$26.3 Million
0.27% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
669,498
shares
|
$25.8 Million
0.44% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
651,883
shares
|
$25.2 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
639,889
shares
|
$24.7 Million
1.37% of portfolio
|
Q3 2024
Reduced 18.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
637,654
shares
|
$24.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
620,843
shares
|
$24 Million
0.63% of portfolio
|
Q1 2024
Added 1.48%
|