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 $8.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
97,092
shares
|
$3.83 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
96,930
shares
|
$3.82 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
96,904
shares
|
$3.82 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
96,636
shares
|
$3.81 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
96,316
shares
|
$3.8 Million
0.09% of portfolio
|
Q4 2024
Added 83.25%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
96,234
shares
|
$3.8 Million
1.93% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
94,909
shares
|
$3.74 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
91,149
shares
|
$3.6 Million
1.4% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
90,703
shares
|
$3.58 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
90,652
shares
|
$3.58 Million
0.25% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
90,621
shares
|
$3.57 Million
1.05% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
89,888
shares
|
$3.55 Million
0.32% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
89,842
shares
|
$3.54 Million
1.14% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
89,117
shares
|
$3.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
88,403
shares
|
$3.49 Million
0.35% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
88,149
shares
|
$3.48 Million
3.2% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
87,960
shares
|
$3.47 Million
0.44% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
87,915
shares
|
$3.47 Million
1.34% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
85,240
shares
|
$3.36 Million
1.13% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
84,618
shares
|
$3.34 Million
0.75% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
84,491
shares
|
$3.33 Million
2.07% of portfolio
|
Q4 2024
Added 37.37%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
84,066
shares
|
$3.32 Million
1.71% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
83,807
shares
|
$3.31 Million
0.03% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
82,362
shares
|
$3.25 Million
0.19% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
82,154
shares
|
$3.24 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.08%
|