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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
37,057
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
36,906
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
36,790
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
36,558
shares
|
$1.49 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
35,810
shares
|
$1.46 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
35,747
shares
|
$1.46 Million
0.13% of portfolio
|
Q1 2025
Added 45.72%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,674
shares
|
$1.46 Million
0.24% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
35,598
shares
|
$1.46 Million
0.2% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
35,495
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
35,364
shares
|
$1.45 Million
0.95% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,217
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
34,930
shares
|
$1.43 Million
0.8% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
34,666
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2023
Added 21.83%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
34,095
shares
|
$1.39 Million
0.11% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
34,023
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
34,006
shares
|
$1.39 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
33,972
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 28.66%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
33,901
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
33,832
shares
|
$1.38 Million
0.18% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
33,630
shares
|
$1.37 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
33,620
shares
|
$1.37 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
33,346
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
33,211
shares
|
$1.36 Million
0.33% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,944
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
32,818
shares
|
$1.34 Million
0.55% of portfolio
|
Q1 2025
Reduced 11.56%
|