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 817 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,395
shares
|
$441,328
0.02% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
11,377
shares
|
$440,631
0.04% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
11,358
shares
|
$439,895
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,296
shares
|
$437,494
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
11,253
shares
|
$435,828
0.42% of portfolio
|
Q1 2024
Reduced 8.16%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
11,166
shares
|
$432,459
0.28% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
11,115
shares
|
$430,483
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
11,002
shares
|
$426,107
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,883
shares
|
$421,498
0.02% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
10,843
shares
|
$419,949
0.11% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
10,814
shares
|
$418,826
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10,802
shares
|
$418,361
0.46% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,566
shares
|
$409,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
10,515
shares
|
$407,245
0.22% of portfolio
|
Q4 2024
Reduced 34.21%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,506
shares
|
$406,897
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,439
shares
|
$404,302
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,408
shares
|
$403,101
0.18% of portfolio
|
Q4 2022
Added 4.45%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
10,380
shares
|
$402,017
0.07% of portfolio
|
Q4 2024
Added 51.73%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
10,376
shares
|
$401,862
0.01% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
10,369
shares
|
$401,591
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
10,363
shares
|
$401,358
0.2% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,359
shares
|
$401,204
0.22% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,336
shares
|
$400,313
0.01% of portfolio
|
Q3 2024
Reduced 42.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,274
shares
|
$397,912
0.01% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
10,267
shares
|
$397,640
0.0% of portfolio
|
Q3 2024
New holding
|