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 878 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
473
shares
|
$19,180
0.0% of portfolio
|
Q2 2024
Added 15666.67%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
472
shares
|
$19,139
0.0% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
468
shares
|
$18,977
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
455
shares
|
$18,450
0.01% of portfolio
|
Q4 2024
Reduced 92.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
448
shares
|
$18,166
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
439
shares
|
$17,801
0.0% of portfolio
|
Q4 2024
Reduced 80.69%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
403
shares
|
$16,341
0.0% of portfolio
|
Q3 2024
Added 276.64%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
400
shares
|
$16,219
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
400
shares
|
$16,219
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
393
shares
|
$15,936
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
370
shares
|
$15,003
0.0% of portfolio
|
Q3 2024
Reduced 91.31%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
357
shares
|
$14,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
350
shares
|
$14,192
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
336
shares
|
$13,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
312
shares
|
$12,651
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
311
shares
|
$12,611
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
309
shares
|
$12,529
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
300
shares
|
$12,165
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
283
shares
|
$11,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
280
shares
|
$11,354
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
270
shares
|
$10,948
0.01% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
270
shares
|
$10,948
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
261
shares
|
$10,583
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250
shares
|
$10,137
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
249
shares
|
$10,096
0.01% of portfolio
|
Q4 2024
Reduced 81.33%
|