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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
15,486
shares
|
$599,772
0.2% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
15,396
shares
|
$596,287
0.25% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
15,071
shares
|
$583,699
0.19% of portfolio
|
Q4 2024
Added 108.39%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,030
shares
|
$582,111
0.55% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
14,699
shares
|
$569,292
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,530
shares
|
$562,746
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
14,489
shares
|
$561,158
0.04% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
14,471
shares
|
$560,461
0.13% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
14,441
shares
|
$559,299
0.08% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
14,319
shares
|
$554,574
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
14,175
shares
|
$548,997
0.17% of portfolio
|
Q4 2024
Reduced 59.85%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,107
shares
|
$546,364
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
13,982
shares
|
$541,522
0.31% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,865
shares
|
$536,991
0.01% of portfolio
|
Q3 2022
Added 35.1%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
13,655
shares
|
$528,858
0.07% of portfolio
|
Q3 2023
Reduced 22.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
13,583
shares
|
$526,069
0.02% of portfolio
|
Q3 2024
Reduced 85.13%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,545
shares
|
$524,597
0.09% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,463
shares
|
$521,421
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,395
shares
|
$518,788
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
13,324
shares
|
$516,038
0.2% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
13,176
shares
|
$510,306
0.21% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,151
shares
|
$509,338
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,112
shares
|
$507,827
0.01% of portfolio
|
Q4 2022
Reduced 11.39%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
12,975
shares
|
$502,521
0.37% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
12,874
shares
|
$498,610
0.37% of portfolio
|
Q4 2024
New holding
|