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 213 Million shares, which have been reported (via 13F filing form) to have a value of $8.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
35,465
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 175.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
34,966
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 59.35%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
34,666
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2023
Added 21.83%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
34,653
shares
|
$1.39 Million
0.89% of portfolio
|
Q4 2024
Added 23.87%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
34,288
shares
|
$1.37 Million
0.81% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
33,901
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
33,644
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
33,643
shares
|
$1.35 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
33,451
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
33,267
shares
|
$1.33 Million
0.32% of portfolio
|
Q4 2024
Reduced 92.89%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,120
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
33,050
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
32,791
shares
|
$1.31 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
32,600
shares
|
$1.3 Million
0.6% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
32,180
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
32,054
shares
|
$1.28 Million
0.29% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,021
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
31,765
shares
|
$1.27 Million
0.13% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31,148
shares
|
$1.25 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
31,141
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
Added 299.6%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
30,575
shares
|
$1.22 Million
0.26% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,355
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
30,167
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
29,879
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
29,858
shares
|
$1.19 Million
0.52% of portfolio
|
Q4 2024
Added 1.12%
|