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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,210
shares
|
$948,824
0.34% of portfolio
|
Q3 2023
Reduced 40.41%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
23,099
shares
|
$944,287
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
23,072
shares
|
$943,183
0.1% of portfolio
|
Q1 2025
Added 85.53%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,912
shares
|
$936,642
0.02% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
22,642
shares
|
$925,604
0.14% of portfolio
|
Q1 2025
Added 192.42%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
22,640
shares
|
$925,523
0.53% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
22,572
shares
|
$922,743
0.29% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
22,496
shares
|
$919,636
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
22,477
shares
|
$918,859
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
22,450
shares
|
$917,756
0.43% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
22,369
shares
|
$914,444
0.36% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
22,356
shares
|
$913,913
0.5% of portfolio
|
Q1 2024
Added 890.96%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
22,289
shares
|
$911,174
0.28% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
22,235
shares
|
$908,966
0.42% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
21,766
shares
|
$889,794
0.29% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,660
shares
|
$885,460
0.05% of portfolio
|
Q4 2023
Reduced 95.84%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
21,631
shares
|
$884,275
0.17% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
21,589
shares
|
$882,558
0.3% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
21,582
shares
|
$882,272
0.07% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
21,489
shares
|
$878,470
0.01% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
21,396
shares
|
$874,668
0.19% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,107
shares
|
$862,854
0.17% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
21,045
shares
|
$860,319
0.3% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
20,854
shares
|
$852,511
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
20,715
shares
|
$846,829
0.7% of portfolio
|
Q1 2025
Reduced 0.42%
|