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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
917
shares
|
$35,396
0.01% of portfolio
|
Q3 2024
Reduced 36.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
914
shares
|
$35,280
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
850
shares
|
$32,810
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
800
shares
|
$30,880
0.0% of portfolio
|
Q1 2016
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
800
shares
|
$30,880
0.02% of portfolio
|
Q2 2024
Reduced 94.36%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
748
shares
|
$28,872
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
622
shares
|
$24,009
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
611
shares
|
$23,584
0.0% of portfolio
|
Q4 2024
Added 63.37%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
611
shares
|
$23,584
0.01% of portfolio
|
Q2 2024
Reduced 97.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
590
shares
|
$22,774
0.0% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
575
shares
|
$22,195
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
565
shares
|
$21,809
0.0% of portfolio
|
Q3 2024
Added 1722.58%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
546
shares
|
$21,075
0.0% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
535
shares
|
$20,651
0.0% of portfolio
|
Q1 2022
Reduced 0.93%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
503
shares
|
$19,415
0.01% of portfolio
|
Q2 2024
Reduced 88.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$19,300
0.0% of portfolio
|
Q2 2018
Reduced 14.89%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
484
shares
|
$18,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
480
shares
|
$18,528
0.01% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
473
shares
|
$18,257
0.0% of portfolio
|
Q2 2024
Added 15666.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
468
shares
|
$18,064
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
455
shares
|
$17,563
0.01% of portfolio
|
Q4 2024
Reduced 92.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
448
shares
|
$17,292
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
403
shares
|
$15,555
0.0% of portfolio
|
Q3 2024
Added 276.64%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
401
shares
|
$15,478
0.0% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
400
shares
|
$15,440
0.01% of portfolio
|
Q2 2024
New holding
|