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 810 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 $7.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
85,500
shares
|
$3.36 Million
0.13% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
84,575
shares
|
$3.32 Million
5.57% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
83,742
shares
|
$3.29 Million
1.58% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
83,207
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2024
Added 186.72%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
83,050
shares
|
$3.26 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
82,635
shares
|
$3.25 Million
0.33% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
82,118
shares
|
$3.23 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
81,253
shares
|
$3.19 Million
1.95% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
80,828
shares
|
$3.18 Million
1.09% of portfolio
|
Q3 2024
Reduced 39.4%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
80,501
shares
|
$3.16 Million
0.22% of portfolio
|
Q1 2024
Reduced 5.41%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
80,068
shares
|
$3.15 Million
1.78% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
79,837
shares
|
$3.14 Million
0.14% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
79,400
shares
|
$3.12 Million
0.49% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
79,341
shares
|
$3.12 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
79,296
shares
|
$3.12 Million
0.12% of portfolio
|
Q2 2024
Added 22.85%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
79,282
shares
|
$3.11 Million
1.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
78,135
shares
|
$3.07 Million
0.05% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
77,559
shares
|
$3.05 Million
1.43% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
77,376
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
77,037
shares
|
$3.03 Million
1.96% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
77,000
shares
|
$3.03 Million
0.18% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
76,337
shares
|
$3 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
73,771
shares
|
$2.9 Million
0.26% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
73,613
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
73,139
shares
|
$2.87 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.8%
|