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 |
|---|---|---|---|---|---|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
6,815
shares
|
$263,944
0.23% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
6,770
shares
|
$262,202
0.0% of portfolio
|
Q4 2018
Reduced 2.17%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,718
shares
|
$260,188
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
6,711
shares
|
$259,917
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6,688
shares
|
$259,026
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,662
shares
|
$258,019
0.0% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
6,474
shares
|
$250,738
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
6,470
shares
|
$250,583
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
6,379
shares
|
$247,058
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
6,260
shares
|
$242,449
0.07% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
6,183
shares
|
$239,467
0.03% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
6,169
shares
|
$238,925
0.06% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,117
shares
|
$236,911
0.0% of portfolio
|
Q4 2024
Reduced 40.13%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
6,073
shares
|
$235,207
0.08% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
6,070
shares
|
$235,091
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,951
shares
|
$230,482
0.0% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,906
shares
|
$228,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,902
shares
|
$228,584
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
5,883
shares
|
$227,848
0.03% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,840
shares
|
$226,183
0.03% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,800
shares
|
$224,633
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,744
shares
|
$222,465
0.0% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
5,720
shares
|
$221,535
0.04% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,682
shares
|
$220,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
5,617
shares
|
$217,546
0.09% of portfolio
|
Q4 2024
Reduced 13.07%
|