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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,239
shares
|
$667,666
0.33% of portfolio
|
Q1 2024
Added 6.55%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
16,984
shares
|
$657,790
0.18% of portfolio
|
Q3 2024
Reduced 35.99%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
16,886
shares
|
$653,994
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
16,856
shares
|
$652,832
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
16,793
shares
|
$650,392
0.48% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
16,735
shares
|
$648,146
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,620
shares
|
$643,692
0.02% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
16,568
shares
|
$641,678
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,552
shares
|
$641,058
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,317
shares
|
$631,957
0.03% of portfolio
|
Q3 2022
Reduced 16.46%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
16,299
shares
|
$631,260
0.08% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
16,285
shares
|
$630,718
0.32% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
16,177
shares
|
$626,535
0.39% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,149
shares
|
$625,450
0.16% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
15,859
shares
|
$614,219
0.09% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
15,853
shares
|
$613,986
0.37% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,807
shares
|
$612,205
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
15,799
shares
|
$611,895
0.54% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,747
shares
|
$609,881
0.02% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
15,636
shares
|
$605,582
0.19% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
15,486
shares
|
$599,772
0.2% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
15,396
shares
|
$596,287
0.25% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,030
shares
|
$582,111
0.55% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
14,965
shares
|
$579,594
0.05% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
14,699
shares
|
$569,292
0.02% of portfolio
|
Q4 2024
Added 0.77%
|