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 |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
27,546
shares
|
$1.13 Million
0.55% of portfolio
|
Q1 2025
Reduced 80.2%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
27,287
shares
|
$1.12 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
27,264
shares
|
$1.11 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
26,660
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
26,655
shares
|
$1.09 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
26,311
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Added 87.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
26,270
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
26,203
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
25,610
shares
|
$1.05 Million
0.45% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
24,921
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
24,902
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
24,890
shares
|
$1.02 Million
0.44% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
24,844
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
24,736
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 90.64%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
24,698
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
24,601
shares
|
$1.01 Million
1.12% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
24,513
shares
|
$1 Million
0.12% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,505
shares
|
$1 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
24,428
shares
|
$998,616
0.01% of portfolio
|
Q1 2025
Added 187.76%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,362
shares
|
$995,918
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
24,293
shares
|
$993,097
0.18% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,787
shares
|
$972,412
0.02% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
23,761
shares
|
$971,349
0.26% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
23,387
shares
|
$956,060
0.06% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
23,234
shares
|
$949,805
0.2% of portfolio
|
Q1 2025
Added 58.79%
|