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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,260
shares
|
$397,369
0.03% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
10,217
shares
|
$395,704
0.0% of portfolio
|
Q3 2024
Added 59.24%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
10,145
shares
|
$392,915
0.32% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
10,068
shares
|
$389,933
0.16% of portfolio
|
Q3 2024
Reduced 19.85%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,032
shares
|
$388,539
0.15% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
9,854
shares
|
$381,645
0.23% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,790
shares
|
$379,166
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
9,750
shares
|
$377,617
0.0% of portfolio
|
Q3 2024
Added 73.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,720
shares
|
$376,455
0.0% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
9,698
shares
|
$375,603
0.09% of portfolio
|
Q4 2022
Added 41.62%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
9,649
shares
|
$373,705
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
9,517
shares
|
$368,593
0.21% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
9,514
shares
|
$368,477
0.06% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,500
shares
|
$367,934
0.02% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
9,397
shares
|
$363,945
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
9,367
shares
|
$362,783
0.42% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
9,328
shares
|
$361,273
0.1% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,135
shares
|
$353,798
0.0% of portfolio
|
Q3 2024
Reduced 32.36%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,044
shares
|
$350,274
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
9,001
shares
|
$348,608
0.2% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,884
shares
|
$344,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
8,811
shares
|
$341,250
0.04% of portfolio
|
Q4 2024
Added 368.17%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,798
shares
|
$340,746
0.1% of portfolio
|
Q3 2024
Reduced 22.3%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
8,781
shares
|
$340,088
0.1% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
8,620
shares
|
$333,852
0.13% of portfolio
|
Q3 2024
Added 8.37%
|