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 812 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 $7.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
61,417
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
61,404
shares
|
$2.4 Million
1.99% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
61,123
shares
|
$2.39 Million
0.1% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
60,910
shares
|
$2.38 Million
1.81% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
60,486
shares
|
$2.37 Million
0.13% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
60,471
shares
|
$2.37 Million
0.18% of portfolio
|
Q3 2024
Added 118.07%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
60,213
shares
|
$2.36 Million
0.6% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
58,920
shares
|
$2.3 Million
1.04% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
57,701
shares
|
$2.26 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
57,515
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.24 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
57,291
shares
|
$2.24 Million
0.21% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,031
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
55,660
shares
|
$2.18 Million
0.22% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
55,646
shares
|
$2.18 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
55,450
shares
|
$2.17 Million
1.1% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
55,442
shares
|
$2.17 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
55,072
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
54,134
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
54,126
shares
|
$2.12 Million
0.31% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
54,063
shares
|
$2.11 Million
0.56% of portfolio
|
Q3 2024
Added 29.01%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
53,998
shares
|
$2.11 Million
2.18% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
53,251
shares
|
$2.08 Million
0.86% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.06 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
52,559
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Added 1.86%
|