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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
22,071
shares
|
$854,809
0.24% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
22,035
shares
|
$853,415
0.34% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
21,943
shares
|
$849,852
0.01% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,660
shares
|
$838,891
0.05% of portfolio
|
Q4 2023
Reduced 95.84%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
21,271
shares
|
$823,825
0.29% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
21,168
shares
|
$819,836
0.33% of portfolio
|
Q1 2024
Added 6.27%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
21,101
shares
|
$817,241
0.29% of portfolio
|
Q4 2024
Added 59.72%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
20,995
shares
|
$813,136
0.47% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
20,888
shares
|
$808,992
0.19% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
20,806
shares
|
$805,816
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
20,616
shares
|
$798,457
0.07% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,609
shares
|
$798,186
0.36% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
20,588
shares
|
$797,373
0.22% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$796,598
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$796,598
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
20,538
shares
|
$795,436
0.2% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,114
shares
|
$779,015
0.06% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,090
shares
|
$778,085
0.0% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
19,999
shares
|
$774,561
0.04% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
19,989
shares
|
$774,173
0.48% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
19,837
shares
|
$768,287
0.14% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
19,731
shares
|
$764,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
19,691
shares
|
$762,632
0.06% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
19,628
shares
|
$760,192
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
19,512
shares
|
$755,699
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|