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 823 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
27,277
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
26,549
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
26,130
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
25,793
shares
|
$998,962
0.02% of portfolio
|
Q2 2024
Added 73.73%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
24,985
shares
|
$967,669
0.13% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
24,969
shares
|
$967,049
0.35% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
24,896
shares
|
$964,222
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
24,698
shares
|
$956,553
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,638
shares
|
$954,229
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
24,532
shares
|
$950,124
0.08% of portfolio
|
Q4 2024
Reduced 50.18%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,505
shares
|
$949,078
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,362
shares
|
$943,540
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
24,317
shares
|
$941,797
0.4% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
23,968
shares
|
$928,280
0.0% of portfolio
|
Q3 2024
Added 23.12%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
23,966
shares
|
$928,203
0.4% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
23,802
shares
|
$921,851
0.1% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
23,743
shares
|
$919,566
0.04% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
23,607
shares
|
$914,299
0.42% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
23,384
shares
|
$905,662
0.49% of portfolio
|
Q3 2024
Reduced 93.35%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,210
shares
|
$898,923
0.34% of portfolio
|
Q3 2023
Reduced 40.41%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
23,003
shares
|
$890,906
0.23% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,912
shares
|
$887,381
0.02% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
22,513
shares
|
$871,928
0.4% of portfolio
|
Q4 2024
Added 89.52%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,356
shares
|
$865,847
0.51% of portfolio
|
Q1 2024
Added 890.96%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,299
shares
|
$863,640
0.77% of portfolio
|
Q4 2024
Reduced 0.54%
|