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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,492
shares
|
$211,991
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
5,405
shares
|
$208,633
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
5,355
shares
|
$206,703
0.01% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
5,286
shares
|
$204,039
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,177
shares
|
$199,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
5,174
shares
|
$199,716
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
5,166
shares
|
$199,407
0.02% of portfolio
|
Q3 2024
Reduced 31.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,094
shares
|
$196,628
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
5,082
shares
|
$196,165
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
4,967
shares
|
$191,726
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
4,850
shares
|
$187,210
0.12% of portfolio
|
Q3 2024
Added 41.11%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,677
shares
|
$180,532
0.14% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,430
shares
|
$170,998
0.01% of portfolio
|
Q3 2024
Reduced 35.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,141
shares
|
$159,842
0.02% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,020
shares
|
$155,172
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,998
shares
|
$154,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,799
shares
|
$146,641
0.06% of portfolio
|
Q2 2024
Reduced 32.81%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,621
shares
|
$139,770
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,552
shares
|
$137,107
0.06% of portfolio
|
Q4 2023
Reduced 73.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,518
shares
|
$135,794
0.11% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
3,418
shares
|
$131,934
0.04% of portfolio
|
Q4 2024
Added 420.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$131,626
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,349
shares
|
$129,271
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$125,720
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,256
shares
|
$125,681
0.04% of portfolio
|
Q2 2024
Reduced 3.44%
|