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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
10,064
shares
|
$411,416
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,928
shares
|
$405,856
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,903
shares
|
$404,834
0.01% of portfolio
|
Q1 2025
Added 24.21%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
9,842
shares
|
$402,340
0.02% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
9,822
shares
|
$401,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
9,815
shares
|
$401,237
0.16% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,790
shares
|
$400,215
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
9,698
shares
|
$396,454
0.09% of portfolio
|
Q4 2022
Added 41.62%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
9,649
shares
|
$394,451
0.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
9,625
shares
|
$393,470
0.23% of portfolio
|
Q1 2025
Added 78.11%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
9,603
shares
|
$392,570
0.41% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
9,556
shares
|
$390,649
0.24% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,500
shares
|
$388,360
0.02% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
9,500
shares
|
$388,360
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
9,419
shares
|
$385,048
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
9,391
shares
|
$383,904
0.06% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
9,375
shares
|
$383,250
0.1% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
9,367
shares
|
$382,922
0.42% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
9,362
shares
|
$382,718
0.02% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
9,289
shares
|
$379,734
0.14% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
9,255
shares
|
$378,344
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
9,234
shares
|
$377,485
0.14% of portfolio
|
Q1 2025
Added 31.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
9,230
shares
|
$377,322
0.03% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
9,219
shares
|
$376,872
0.13% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
9,114
shares
|
$372,580
0.36% of portfolio
|
Q1 2025
Reduced 0.99%
|