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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
45,949
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
45,948
shares
|
$1.88 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,730
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
44,133
shares
|
$1.8 Million
0.36% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
43,760
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
43,580
shares
|
$1.78 Million
0.24% of portfolio
|
Q1 2025
Added 126.64%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
43,173
shares
|
$1.76 Million
1.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
42,770
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
42,130
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
42,108
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
41,670
shares
|
$1.7 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
41,559
shares
|
$1.7 Million
2.66% of portfolio
|
Q1 2025
Added 127.75%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
41,427
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
41,228
shares
|
$1.69 Million
1.56% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
41,191
shares
|
$1.68 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
41,152
shares
|
$1.68 Million
0.28% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
39,605
shares
|
$1.62 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
39,434
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
39,260
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
39,030
shares
|
$1.6 Million
0.66% of portfolio
|
Q1 2025
Added 30.94%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
38,748
shares
|
$1.58 Million
1.52% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
38,247
shares
|
$1.56 Million
1.43% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
38,105
shares
|
$1.56 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
37,898
shares
|
$1.55 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
37,571
shares
|
$1.54 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|