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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
62,126
shares
|
$2.54 Million
0.08% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
62,086
shares
|
$2.54 Million
0.27% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
61,378
shares
|
$2.51 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
60,900
shares
|
$2.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 36.77%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
60,416
shares
|
$2.47 Million
0.09% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
60,034
shares
|
$2.45 Million
1.15% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
59,984
shares
|
$2.45 Million
0.13% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
59,730
shares
|
$2.44 Million
0.11% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
59,554
shares
|
$2.43 Million
1.78% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
58,849
shares
|
$2.41 Million
0.97% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
58,765
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 82.09%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
58,705
shares
|
$2.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
58,169
shares
|
$2.38 Million
0.19% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
58,103
shares
|
$2.38 Million
0.16% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
57,855
shares
|
$2.37 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
57,714
shares
|
$2.36 Million
0.56% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.35 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
57,074
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
56,948
shares
|
$2.33 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
56,398
shares
|
$2.31 Million
1.88% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
56,032
shares
|
$2.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
55,825
shares
|
$2.28 Million
0.57% of portfolio
|
Q1 2025
Added 197.83%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
55,569
shares
|
$2.27 Million
0.15% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
54,632
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Added 41.74%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
53,988
shares
|
$2.21 Million
1.81% of portfolio
|
Q1 2025
Added 1098.14%
|