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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
14,619
shares
|
$597,624
0.02% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
14,474
shares
|
$591,697
0.27% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
14,350
shares
|
$586,628
0.02% of portfolio
|
Q1 2025
Reduced 93.21%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
14,255
shares
|
$582,744
0.28% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
14,204
shares
|
$580,659
0.03% of portfolio
|
Q1 2025
Added 40.8%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
14,147
shares
|
$578,329
0.1% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
14,015
shares
|
$572,933
0.52% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,887
shares
|
$567,700
0.13% of portfolio
|
Q1 2025
Reduced 87.66%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,865
shares
|
$566,801
0.01% of portfolio
|
Q3 2022
Added 35.1%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
13,825
shares
|
$565,166
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
13,768
shares
|
$562,835
0.19% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
13,643
shares
|
$557,725
0.01% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
13,623
shares
|
$556,908
0.06% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
13,619
shares
|
$556,744
0.0% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,463
shares
|
$550,367
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
13,420
shares
|
$548,609
0.25% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
13,260
shares
|
$542,068
0.09% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
13,247
shares
|
$541,537
0.04% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
13,198
shares
|
$539,534
0.38% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
13,176
shares
|
$538,634
0.21% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,170
shares
|
$538,389
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,112
shares
|
$536,018
0.01% of portfolio
|
Q4 2022
Reduced 11.39%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
13,032
shares
|
$532,748
0.03% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
12,934
shares
|
$528,741
0.08% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$525,021
0.47% of portfolio
|
Q4 2024
New holding
|