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 Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
413,001
shares
|
$16 Million
6.79% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
407,174
shares
|
$15.8 Million
2.56% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
406,033
shares
|
$15.7 Million
4.43% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
393,732
shares
|
$15.2 Million
2.31% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
390,138
shares
|
$15.1 Million
1.45% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
385,342
shares
|
$14.9 Million
3.84% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
378,906
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
376,792
shares
|
$14.6 Million
1.74% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
376,141
shares
|
$14.6 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
374,142
shares
|
$14.5 Million
6.79% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
358,106
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
343,027
shares
|
$13.3 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$13.1 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
333,409
shares
|
$12.9 Million
2.67% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
333,313
shares
|
$12.9 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
325,787
shares
|
$12.6 Million
0.16% of portfolio
|
Q3 2024
Added 124.2%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
320,888
shares
|
$12.4 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
314,743
shares
|
$12.2 Million
3.04% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
301,469
shares
|
$11.7 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
295,298
shares
|
$11.4 Million
6.3% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
291,920
shares
|
$11.3 Million
1.33% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
289,201
shares
|
$11.2 Million
0.44% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
279,677
shares
|
$10.8 Million
1.03% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
276,273
shares
|
$10.7 Million
2.6% of portfolio
|
Q2 2024
Added 9.7%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
267,236
shares
|
$10.4 Million
3.36% of portfolio
|
Q4 2024
Added 0.51%
|