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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
196
shares
|
$7,565
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
196
shares
|
$7,565
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
195
shares
|
$7,527
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
174
shares
|
$6,716
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
165
shares
|
$6,369
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
157
shares
|
$6,060
0.0% of portfolio
|
Q2 2022
Reduced 60.35%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
151
shares
|
$5,828
0.0% of portfolio
|
Q3 2024
Added 45.19%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
139
shares
|
$5,365
0.0% of portfolio
|
Q4 2022
Added 61.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
132
shares
|
$5,095
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
131
shares
|
$5,056
0.0% of portfolio
|
Q4 2023
Reduced 31.77%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
130
shares
|
$5,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
108
shares
|
$4,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
106
shares
|
$4,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
104
shares
|
$4,014
0.0% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$3,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
89
shares
|
$3,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
88
shares
|
$3,396
0.0% of portfolio
|
Q2 2021
Reduced 47.62%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
72
shares
|
$2,779
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
72
shares
|
$2,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
65
shares
|
$2,509
0.0% of portfolio
|
Q3 2024
Reduced 59.88%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
63
shares
|
$2,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
60
shares
|
$2,316
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
53
shares
|
$2,045
0.0% of portfolio
|
Q2 2024
Reduced 66.24%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
45
shares
|
$1,737
0.0% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
43
shares
|
$1,659
0.0% of portfolio
|
Q3 2024
New holding
|