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 869 institutions that hold shares in the stock, with a total of 212 Million shares, which have been reported (via 13F filing form) to have a value of $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
49,752
shares
|
$1.99 Million
0.49% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
49,528
shares
|
$1.98 Million
0.23% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
49,276
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
49,151
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
49,072
shares
|
$1.96 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
48,989
shares
|
$1.96 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
48,778
shares
|
$1.95 Million
0.14% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
48,651
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
46,769
shares
|
$1.87 Million
0.16% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
46,502
shares
|
$1.86 Million
0.39% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
46,414
shares
|
$1.86 Million
0.28% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
46,300
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
45,949
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,730
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
45,021
shares
|
$1.8 Million
0.09% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
43,872
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 643.34%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,296
shares
|
$1.73 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
43,145
shares
|
$1.73 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
43,088
shares
|
$1.72 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
42,915
shares
|
$1.72 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
42,839
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
42,770
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
42,315
shares
|
$1.69 Million
1.15% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
41,477
shares
|
$1.66 Million
0.34% of portfolio
|
Q4 2024
Added 30.55%
|