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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
59,545
shares
|
$2.35 Million
0.23% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
59,504
shares
|
$2.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
59,311
shares
|
$2.34 Million
0.47% of portfolio
|
Q4 2024
Added 59.91%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
59,065
shares
|
$2.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
58,849
shares
|
$2.32 Million
0.56% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
58,808
shares
|
$2.32 Million
0.17% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
58,646
shares
|
$2.31 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
58,386
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 67.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
58,306
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
58,085
shares
|
$2.29 Million
0.16% of portfolio
|
Q4 2024
Reduced 61.63%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
57,916
shares
|
$2.28 Million
0.85% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.26 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
56,617
shares
|
$2.23 Million
0.31% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
56,111
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
54,872
shares
|
$2.16 Million
1.75% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
54,672
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
54,514
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
54,063
shares
|
$2.13 Million
0.15% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
53,232
shares
|
$2.1 Million
1.03% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
53,221
shares
|
$2.1 Million
0.84% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.08 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
52,334
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
52,070
shares
|
$2.05 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
51,966
shares
|
$2.05 Million
0.49% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
51,109
shares
|
$2.02 Million
0.14% of portfolio
|
Q4 2024
New holding
|