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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
53,712
shares
|
$2.2 Million
0.81% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
53,684
shares
|
$2.19 Million
0.46% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
53,026
shares
|
$2.17 Million
0.73% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
52,888
shares
|
$2.16 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
52,804
shares
|
$2.16 Million
0.32% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.15 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
52,372
shares
|
$2.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
50,794
shares
|
$2.08 Million
0.44% of portfolio
|
Q1 2025
Added 66.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
50,746
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Added 361.58%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
50,735
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
50,692
shares
|
$2.07 Million
0.33% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
50,577
shares
|
$2.07 Million
0.19% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
50,402
shares
|
$2.06 Million
0.12% of portfolio
|
Q1 2025
Reduced 32.05%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
50,355
shares
|
$2.06 Million
0.49% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
50,006
shares
|
$2.04 Million
0.12% of portfolio
|
Q1 2025
Added 141.56%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
49,112
shares
|
$2.01 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
48,083
shares
|
$1.97 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
47,730
shares
|
$1.95 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
47,452
shares
|
$1.94 Million
1.3% of portfolio
|
Q1 2025
Reduced 65.98%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
47,235
shares
|
$1.93 Million
0.17% of portfolio
|
Q1 2025
Added 336.51%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
47,102
shares
|
$1.93 Million
0.16% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
46,911
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
Added 140.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
46,766
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
46,680
shares
|
$1.91 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.75%
|