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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
72,612
shares
|
$2.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
72,367
shares
|
$2.85 Million
0.23% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
69,953
shares
|
$2.76 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
69,778
shares
|
$2.75 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
68,362
shares
|
$2.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
68,161
shares
|
$2.69 Million
0.72% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
67,497
shares
|
$2.66 Million
2.82% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
67,018
shares
|
$2.64 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
66,652
shares
|
$2.63 Million
0.64% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
64,304
shares
|
$2.54 Million
1.08% of portfolio
|
Q4 2024
Added 36.34%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
64,126
shares
|
$2.53 Million
0.5% of portfolio
|
Q3 2023
Reduced 4.94%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
63,874
shares
|
$2.52 Million
0.39% of portfolio
|
Q4 2024
Added 427.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
63,793
shares
|
$2.52 Million
0.17% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
63,487
shares
|
$2.5 Million
1.77% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
63,415
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
62,901
shares
|
$2.48 Million
0.09% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
62,680
shares
|
$2.47 Million
1.88% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
62,303
shares
|
$2.46 Million
1.73% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
61,670
shares
|
$2.43 Million
0.45% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
61,525
shares
|
$2.43 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
60,446
shares
|
$2.38 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
60,325
shares
|
$2.38 Million
1.44% of portfolio
|
Q4 2024
Reduced 57.97%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
59,728
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
59,701
shares
|
$2.36 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
59,648
shares
|
$2.35 Million
1.06% of portfolio
|
Q4 2024
Reduced 3.98%
|