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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
626,650
shares
|
$25.6 Million
0.69% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
626,453
shares
|
$25.6 Million
9.64% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
620,843
shares
|
$25.4 Million
0.63% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
613,468
shares
|
$25.1 Million
0.65% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
595,249
shares
|
$24.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
586,243
shares
|
$24 Million
2.24% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
585,553
shares
|
$23.9 Million
0.26% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
581,990
shares
|
$23.8 Million
1.13% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
571,790
shares
|
$23.4 Million
2.27% of portfolio
|
Q4 2023
Added 12.36%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
568,742
shares
|
$23.3 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
566,590
shares
|
$23.2 Million
5.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
551,890
shares
|
$22.6 Million
2.35% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
546,141
shares
|
$22.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
539,487
shares
|
$22.1 Million
1.1% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
518,012
shares
|
$21.2 Million
0.07% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
516,971
shares
|
$21.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
499,174
shares
|
$20.4 Million
1.11% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
490,729
shares
|
$20.1 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
481,831
shares
|
$19.7 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
462,278
shares
|
$18.9 Million
2.32% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
449,585
shares
|
$18.4 Million
1.41% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
446,006
shares
|
$18.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 71.33%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
442,544
shares
|
$18.1 Million
9.4% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
426,328
shares
|
$17.4 Million
4.31% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
425,894
shares
|
$17.4 Million
5.13% of portfolio
|
Q1 2025
Added 1.37%
|