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 879 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 $8.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
23,247,782
shares
|
$917 Million
0.87% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
18,659,764
shares
|
$736 Million
1.51% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
10,086,404
shares
|
$398 Million
0.16% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
6,486,557
shares
|
$256 Million
1.44% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,899,908
shares
|
$233 Million
0.08% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
5,813,700
shares
|
$229 Million
0.68% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,558,930
shares
|
$219 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,027,304
shares
|
$198 Million
0.05% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
4,477,662
shares
|
$177 Million
4.52% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,273,507
shares
|
$169 Million
0.53% of portfolio
|
Q2 2023
Added 0.98%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,633,452
shares
|
$143 Million
0.01% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,339,872
shares
|
$132 Million
1.88% of portfolio
|
Q2 2023
Added 14.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,127,918
shares
|
$123 Million
0.1% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,956,916
shares
|
$117 Million
0.01% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,314,948
shares
|
$91.3 Million
0.32% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,220,674
shares
|
$87.6 Million
0.19% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,143,153
shares
|
$84.5 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,989,622
shares
|
$78.5 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,948,457
shares
|
$76.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,895,200
shares
|
$74.8 Million
0.82% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,801,524
shares
|
$71.1 Million
0.29% of portfolio
|
Q4 2024
Added 39.09%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
1,769,660
shares
|
$69.8 Million
5.35% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,639,953
shares
|
$64.7 Million
0.14% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,632,003
shares
|
$64.4 Million
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,628,782
shares
|
$64.3 Million
0.09% of portfolio
|
Q3 2024
Added 3.14%
|