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 880 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 $7.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,628,782
shares
|
$63.7 Million
0.09% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,627,987
shares
|
$63.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,555,897
shares
|
$60.8 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,449,015
shares
|
$56.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,321,781
shares
|
$51.7 Million
0.13% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,160,956
shares
|
$45.4 Million
0.26% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,125,455
shares
|
$44 Million
0.06% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,097,891
shares
|
$42.9 Million
0.01% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,010,439
shares
|
$39.5 Million
4.14% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
991,674
shares
|
$38.8 Million
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
969,628
shares
|
$37.9 Million
1.28% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
913,714
shares
|
$35.7 Million
0.35% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
879,660
shares
|
$34.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
862,674
shares
|
$33.7 Million
7.41% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
855,516
shares
|
$33.4 Million
2.88% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
831,978
shares
|
$32.5 Million
0.18% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
808,126
shares
|
$31.6 Million
0.14% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
757,157
shares
|
$29.6 Million
0.1% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
734,875
shares
|
$28.7 Million
0.07% of portfolio
|
Q4 2024
Added 25.52%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
732,993
shares
|
$28.7 Million
3.59% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
727,595
shares
|
$28.4 Million
1.8% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
722,859
shares
|
$28.3 Million
0.04% of portfolio
|
Q4 2024
Added 64.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
713,240
shares
|
$27.9 Million
0.17% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
702,028
shares
|
$27.4 Million
0.34% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
697,535
shares
|
$27.3 Million
3.22% of portfolio
|
Q4 2024
Added 0.44%
|