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 879 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $8.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
680,062
shares
|
$26.8 Million
0.41% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
661,733
shares
|
$26.1 Million
0.53% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
656,428
shares
|
$25.9 Million
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
644,283
shares
|
$25.4 Million
1.31% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
620,843
shares
|
$24.5 Million
0.63% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
597,217
shares
|
$23.6 Million
2.44% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
594,219
shares
|
$23.4 Million
8.61% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
583,833
shares
|
$23 Million
1.4% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
574,200
shares
|
$22.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
571,790
shares
|
$22.6 Million
2.27% of portfolio
|
Q4 2023
Added 12.36%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
568,267
shares
|
$22.4 Million
1.02% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
564,828
shares
|
$22.3 Million
0.55% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
561,627
shares
|
$22.2 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
547,524
shares
|
$21.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
524,369
shares
|
$20.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
522,126
shares
|
$20.6 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
516,287
shares
|
$20.4 Million
1.06% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
508,176
shares
|
$20 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
496,324
shares
|
$19.6 Million
3.84% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
485,319
shares
|
$19.1 Million
1.98% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
484,573
shares
|
$19.1 Million
0.06% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
476,122
shares
|
$18.8 Million
0.91% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
469,447
shares
|
$18.5 Million
2.28% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
446,891
shares
|
$17.6 Million
8.56% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
444,332
shares
|
$17.5 Million
1.2% of portfolio
|
Q4 2024
Added 0.85%
|