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 |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
20,643
shares
|
$843,885
0.45% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
20,569
shares
|
$840,860
0.37% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
20,214
shares
|
$826,348
0.05% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
20,181
shares
|
$824,999
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
20,163
shares
|
$824,263
0.2% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
19,767
shares
|
$808,074
0.03% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,470
shares
|
$795,933
0.09% of portfolio
|
Q1 2025
Reduced 24.92%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
19,400
shares
|
$793,072
0.05% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
19,317
shares
|
$789,678
0.21% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
19,197
shares
|
$784,773
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
19,155
shares
|
$783,056
0.14% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
19,067
shares
|
$779,458
0.56% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
18,930
shares
|
$773,858
0.45% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
18,913
shares
|
$773,163
0.06% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,911
shares
|
$773,081
0.09% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
18,896
shares
|
$772,468
0.55% of portfolio
|
Q1 2025
Added 31.96%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
18,861
shares
|
$771,037
0.24% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
18,706
shares
|
$764,701
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
18,677
shares
|
$763,515
0.26% of portfolio
|
Q1 2025
Reduced 29.65%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
18,345
shares
|
$749,943
1.85% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
18,245
shares
|
$745,855
0.06% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
18,204
shares
|
$744,179
0.0% of portfolio
|
Q1 2025
Added 15327.12%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
18,181
shares
|
$743,239
0.04% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
18,173
shares
|
$742,912
0.07% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
18,087
shares
|
$739,396
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|