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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
8,115
shares
|
$331,741
0.14% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
8,000
shares
|
$327,040
0.09% of portfolio
|
Q2 2023
Reduced 4.65%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7,976
shares
|
$326,058
0.1% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
7,920
shares
|
$323,769
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
7,919
shares
|
$323,728
0.13% of portfolio
|
Q1 2025
Added 103.31%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
7,877
shares
|
$322,011
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
7,825
shares
|
$319,886
0.14% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,791
shares
|
$318,496
0.03% of portfolio
|
Q1 2025
Reduced 46.23%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,677
shares
|
$313,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
7,658
shares
|
$313,059
0.02% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
7,653
shares
|
$312,854
0.19% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
7,639
shares
|
$312,282
0.09% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,605
shares
|
$310,892
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
7,570
shares
|
$309,461
0.24% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,525
shares
|
$307,622
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
7,445
shares
|
$304,351
0.2% of portfolio
|
Q2 2024
Reduced 51.87%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
7,412
shares
|
$303,002
0.16% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,400
shares
|
$302,512
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,326
shares
|
$299,486
0.0% of portfolio
|
Q1 2025
Added 23.98%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
7,318
shares
|
$299,159
0.06% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
7,289
shares
|
$297,974
0.18% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
7,286
shares
|
$297,851
0.16% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
7,192
shares
|
$294,008
0.02% of portfolio
|
Q1 2025
Reduced 80.07%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
7,151
shares
|
$292,332
0.06% of portfolio
|
Q1 2025
Reduced 80.72%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
7,149
shares
|
$292,251
0.05% of portfolio
|
Q1 2025
New holding
|