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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
32,786
shares
|
$1.34 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
32,600
shares
|
$1.33 Million
0.6% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
32,450
shares
|
$1.33 Million
0.22% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
32,182
shares
|
$1.32 Million
0.42% of portfolio
|
Q1 2025
Added 113.54%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,021
shares
|
$1.31 Million
0.28% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
31,457
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
31,409
shares
|
$1.28 Million
0.13% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
31,388
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 80.23%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
31,145
shares
|
$1.27 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
31,128
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
30,989
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
30,215
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
30,040
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
29,638
shares
|
$1.21 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
29,601
shares
|
$1.21 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
29,128
shares
|
$1.19 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
29,101
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
29,039
shares
|
$1.19 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,514
shares
|
$1.17 Million
0.31% of portfolio
|
Q1 2025
Added 133.91%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
28,400
shares
|
$1.16 Million
0.61% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
28,204
shares
|
$1.15 Million
0.71% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
27,982
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
27,769
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
27,758
shares
|
$1.13 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.27%
|