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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
16,264
shares
|
$664,872
0.61% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
16,224
shares
|
$663,237
0.06% of portfolio
|
Q1 2025
Reduced 21.3%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
16,224
shares
|
$663,237
0.27% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
16,073
shares
|
$657,064
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
16,071
shares
|
$656,982
0.04% of portfolio
|
Q1 2025
Reduced 68.56%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
15,978
shares
|
$653,180
0.47% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
15,978
shares
|
$653,180
0.07% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,807
shares
|
$646,190
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
15,717
shares
|
$642,510
0.01% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
15,683
shares
|
$641,121
0.17% of portfolio
|
Q1 2025
Reduced 43.59%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
15,533
shares
|
$634,989
0.19% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
15,486
shares
|
$633,067
0.2% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
15,350
shares
|
$627,508
0.19% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,271
shares
|
$624,278
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
15,209
shares
|
$621,743
0.34% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
15,192
shares
|
$621,048
0.06% of portfolio
|
Q1 2025
Added 41.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
15,100
shares
|
$617,288
0.0% of portfolio
|
Q1 2025
Reduced 90.8%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
15,079
shares
|
$616,429
0.23% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,014
shares
|
$613,772
0.15% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
14,999
shares
|
$613,159
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
14,960
shares
|
$611,564
0.07% of portfolio
|
Q1 2025
Added 69.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
14,930
shares
|
$610,338
0.06% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
14,854
shares
|
$607,231
0.07% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
14,832
shares
|
$606,332
0.08% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
14,699
shares
|
$600,895
0.02% of portfolio
|
Q4 2024
Added 0.77%
|