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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
11,558
shares
|
$472,491
0.01% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
11,544
shares
|
$471,918
0.2% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
11,532
shares
|
$471,428
0.3% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
11,520
shares
|
$470,937
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,395
shares
|
$465,827
0.02% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
11,375
shares
|
$465,010
0.07% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
11,253
shares
|
$460,022
0.41% of portfolio
|
Q4 2024
Reduced 97.39%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
11,119
shares
|
$454,544
0.09% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
11,113
shares
|
$454,299
0.06% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
11,081
shares
|
$452,991
0.03% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
11,030
shares
|
$450,906
0.27% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
11,002
shares
|
$449,761
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
10,976
shares
|
$448,698
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
10,863
shares
|
$444,079
0.24% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
10,840
shares
|
$443,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
10,780
shares
|
$440,686
0.06% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
10,647
shares
|
$435,249
0.24% of portfolio
|
Q1 2025
Reduced 35.68%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
10,600
shares
|
$433,328
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
10,566
shares
|
$431,938
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
10,518
shares
|
$429,975
0.4% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,468
shares
|
$427,931
0.11% of portfolio
|
Q1 2025
Added 52240.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,421
shares
|
$426,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,408
shares
|
$425,479
0.18% of portfolio
|
Q4 2022
Added 4.45%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
10,382
shares
|
$424,416
0.25% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
10,089
shares
|
$412,438
0.37% of portfolio
|
Q1 2025
Added 17.56%
|