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 879 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $8.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
29,808
shares
|
$1.18 Million
0.58% of portfolio
|
Q4 2024
Added 27.47%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
29,746
shares
|
$1.17 Million
0.65% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
29,695
shares
|
$1.17 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
29,601
shares
|
$1.17 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
29,246
shares
|
$1.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 31.09%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
29,039
shares
|
$1.15 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
28,880
shares
|
$1.14 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
28,697
shares
|
$1.13 Million
0.29% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
28,400
shares
|
$1.12 Million
0.61% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,010
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.66%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
27,992
shares
|
$1.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 20.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
27,960
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 48.35%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
27,801
shares
|
$1.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
27,546
shares
|
$1.09 Million
0.55% of portfolio
|
Q1 2025
Reduced 80.2%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
27,264
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
26,858
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
26,549
shares
|
$1.05 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
26,404
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.1%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
26,203
shares
|
$1.03 Million
0.29% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
25,931
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 53.4%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
25,393
shares
|
$1 Million
0.45% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
25,260
shares
|
$996,507
0.01% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
24,969
shares
|
$985,027
0.35% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
24,875
shares
|
$981,318
0.12% of portfolio
|
Q4 2024
Reduced 0.44%
|