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 |
|---|---|---|---|---|---|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
12,643
shares
|
$516,845
0.51% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
12,565
shares
|
$513,657
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,537
shares
|
$512,512
0.04% of portfolio
|
Q4 2022
Added 6.68%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
12,485
shares
|
$510,386
0.04% of portfolio
|
Q3 2023
Reduced 7.7%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
12,412
shares
|
$507,402
0.18% of portfolio
|
Q1 2025
Reduced 35.38%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
12,209
shares
|
$499,103
0.24% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,162
shares
|
$497,182
0.65% of portfolio
|
Q3 2022
Added 1.66%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
12,156
shares
|
$496,937
0.09% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,075
shares
|
$493,626
0.27% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
12,027
shares
|
$491,663
0.0% of portfolio
|
Q1 2025
Added 26.04%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
12,002
shares
|
$490,641
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,999
shares
|
$490,519
0.24% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
11,950
shares
|
$488,516
0.31% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,944
shares
|
$488,270
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
11,921
shares
|
$487,330
0.38% of portfolio
|
Q1 2025
Added 31.23%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
11,911
shares
|
$486,921
0.06% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,895
shares
|
$486,267
0.02% of portfolio
|
Q3 2022
Reduced 11.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,872
shares
|
$485,327
0.01% of portfolio
|
Q1 2025
Reduced 57.62%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
11,790
shares
|
$481,975
0.28% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
11,788
shares
|
$481,893
0.23% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
11,704
shares
|
$478,459
0.23% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
11,676
shares
|
$477,314
0.12% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
11,619
shares
|
$474,984
0.36% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
11,591
shares
|
$473,840
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
11,567
shares
|
$472,858
0.04% of portfolio
|
Q1 2025
Reduced 3.46%
|