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 910 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $8.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
99,848
shares
|
$4.08 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
99,324
shares
|
$4.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
98,733
shares
|
$4.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
98,614
shares
|
$4.03 Million
0.32% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
98,207
shares
|
$4.01 Million
0.29% of portfolio
|
Q1 2025
Added 1324.53%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
97,994
shares
|
$4.01 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
95,944
shares
|
$3.92 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
95,498
shares
|
$3.9 Million
0.04% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
94,917
shares
|
$3.88 Million
1.96% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
93,236
shares
|
$3.81 Million
3.07% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
92,200
shares
|
$3.77 Million
0.5% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
92,026
shares
|
$3.76 Million
2.12% of portfolio
|
Q1 2025
Added 87.53%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
90,652
shares
|
$3.71 Million
0.25% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
90,322
shares
|
$3.69 Million
3.76% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
90,265
shares
|
$3.69 Million
2.28% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
90,260
shares
|
$3.69 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
89,842
shares
|
$3.67 Million
1.19% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
89,296
shares
|
$3.65 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
89,133
shares
|
$3.64 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
87,915
shares
|
$3.59 Million
1.34% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
87,793
shares
|
$3.59 Million
0.01% of portfolio
|
Q1 2025
Added 89.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
86,922
shares
|
$3.55 Million
0.25% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
85,455
shares
|
$3.49 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
84,807
shares
|
$3.47 Million
0.78% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
83,770
shares
|
$3.42 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.24%
|