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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
73,771
shares
|
$3.02 Million
0.26% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
72,752
shares
|
$2.97 Million
6.75% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
72,718
shares
|
$2.97 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
72,084
shares
|
$2.95 Million
0.59% of portfolio
|
Q1 2025
Reduced 78.38%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
71,857
shares
|
$2.94 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
71,507
shares
|
$2.92 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
70,350
shares
|
$2.88 Million
0.21% of portfolio
|
Q1 2025
Added 44.22%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
69,657
shares
|
$2.85 Million
3.02% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
69,575
shares
|
$2.84 Million
0.56% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
69,536
shares
|
$2.84 Million
0.43% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
69,125
shares
|
$2.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
69,087
shares
|
$2.82 Million
0.76% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
69,063
shares
|
$2.82 Million
1.06% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
68,415
shares
|
$2.8 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
68,213
shares
|
$2.79 Million
1.47% of portfolio
|
Q1 2025
Reduced 45.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
68,167
shares
|
$2.79 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
67,970
shares
|
$2.78 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
67,678
shares
|
$2.77 Million
0.04% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
67,340
shares
|
$2.75 Million
2.67% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
66,674
shares
|
$2.73 Million
1.89% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
66,516
shares
|
$2.72 Million
0.18% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
65,160
shares
|
$2.66 Million
0.07% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
65,097
shares
|
$2.66 Million
0.38% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
64,126
shares
|
$2.62 Million
0.51% of portfolio
|
Q3 2021
Reduced 1.49%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
64,106
shares
|
$2.62 Million
1.88% of portfolio
|
Q1 2025
Added 0.98%
|