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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,868
shares
|
$498,377
0.0% of portfolio
|
Q3 2024
Added 1106.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
12,855
shares
|
$497,874
0.07% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,848
shares
|
$497,603
0.01% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$497,409
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
12,814
shares
|
$496,286
0.06% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
12,700
shares
|
$491,870
0.23% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
12,637
shares
|
$489,431
0.24% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,625
shares
|
$488,966
0.03% of portfolio
|
Q3 2024
Reduced 39.59%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,537
shares
|
$485,558
0.04% of portfolio
|
Q4 2022
Added 6.68%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,485
shares
|
$483,544
0.04% of portfolio
|
Q3 2023
Reduced 7.7%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
12,436
shares
|
$481,646
0.05% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
12,379
shares
|
$479,438
0.22% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
12,369
shares
|
$479,051
0.4% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,162
shares
|
$471,034
0.65% of portfolio
|
Q3 2022
Added 1.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
12,045
shares
|
$466,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
11,993
shares
|
$464,488
0.01% of portfolio
|
Q4 2024
Reduced 72.72%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
11,986
shares
|
$464,217
0.29% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
11,981
shares
|
$464,024
0.04% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
11,971
shares
|
$463,636
0.23% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,947
shares
|
$462,707
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
11,933
shares
|
$462,165
0.27% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
11,916
shares
|
$461,506
0.01% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,895
shares
|
$460,693
0.02% of portfolio
|
Q3 2022
Reduced 11.86%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
11,885
shares
|
$460,306
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
11,875
shares
|
$459,918
0.01% of portfolio
|
Q4 2024
Added 0.64%
|