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 |
|---|---|---|---|---|---|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
83,519
shares
|
$3.41 Million
2.39% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
83,382
shares
|
$3.41 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
82,222
shares
|
$3.36 Million
0.29% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
81,548
shares
|
$3.33 Million
2.44% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
81,372
shares
|
$3.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
81,182
shares
|
$3.32 Million
0.32% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,057
shares
|
$3.27 Million
0.13% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
79,673
shares
|
$3.26 Million
2.44% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
79,400
shares
|
$3.25 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
79,282
shares
|
$3.24 Million
1.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
78,739
shares
|
$3.22 Million
0.97% of portfolio
|
Q1 2025
Added 1402.94%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
78,335
shares
|
$3.2 Million
1.36% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
77,668
shares
|
$3.18 Million
2.2% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
77,389
shares
|
$3.16 Million
3.08% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
77,238
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
77,168
shares
|
$3.15 Million
1.42% of portfolio
|
Q1 2025
Reduced 90.75%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
76,838
shares
|
$3.14 Million
1.69% of portfolio
|
Q1 2025
Reduced 97.46%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
76,396
shares
|
$3.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
76,015
shares
|
$3.11 Million
0.1% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
75,498
shares
|
$3.09 Million
1.61% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
75,425
shares
|
$3.08 Million
1.13% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
74,911
shares
|
$3.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
74,594
shares
|
$3.05 Million
2.54% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
74,527
shares
|
$3.05 Million
0.73% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
74,478
shares
|
$3.04 Million
2.71% of portfolio
|
Q1 2025
New holding
|