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 813 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 $7.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
22,995,882
shares
|
$904 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
18,454,174
shares
|
$725 Million
1.56% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
9,644,278
shares
|
$379 Million
0.18% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,297,465
shares
|
$247 Million
1.61% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,290,419
shares
|
$247 Million
0.01% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,325,876
shares
|
$209 Million
0.66% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,265,439
shares
|
$207 Million
0.07% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,713,588
shares
|
$185 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,367,984
shares
|
$172 Million
4.17% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,273,507
shares
|
$168 Million
0.53% of portfolio
|
Q2 2023
Added 0.98%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,339,872
shares
|
$131 Million
1.88% of portfolio
|
Q2 2023
Added 14.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,106,039
shares
|
$122 Million
0.11% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,970,741
shares
|
$117 Million
0.01% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,214,737
shares
|
$87 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,212,515
shares
|
$87 Million
0.26% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,154,446
shares
|
$84.7 Million
1.09% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,104,925
shares
|
$82.7 Million
0.19% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,040,869
shares
|
$80.2 Million
0.3% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
1,793,299
shares
|
$70.5 Million
5.62% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,677,338
shares
|
$65.9 Million
1.1% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,628,782
shares
|
$64 Million
0.09% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,620,888
shares
|
$63.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
1,572,001
shares
|
$61.8 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,519,886
shares
|
$59.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,473,320
shares
|
$57.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.59%
|