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 810 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
613,979
shares
|
$24.2 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
590,949
shares
|
$23.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.77%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
585,453
shares
|
$23.1 Million
0.06% of portfolio
|
Q3 2024
Added 13.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
582,413
shares
|
$23 Million
0.56% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
580,942
shares
|
$22.9 Million
0.16% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
575,266
shares
|
$22.7 Million
1.9% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
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%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
569,462
shares
|
$22.5 Million
0.28% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
563,116
shares
|
$22.2 Million
4.95% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
558,654
shares
|
$22 Million
0.59% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
540,706
shares
|
$21.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
539,764
shares
|
$21.3 Million
2.76% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
522,636
shares
|
$20.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
513,765
shares
|
$20.3 Million
8.02% of portfolio
|
Q3 2024
Added 21.97%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
468,615
shares
|
$18.5 Million
2.09% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
467,983
shares
|
$18.5 Million
4.79% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
453,707
shares
|
$17.9 Million
0.93% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
451,324
shares
|
$17.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
447,658
shares
|
$17.7 Million
1.05% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
446,854
shares
|
$17.6 Million
4.16% of portfolio
|
Q3 2024
Added 52.36%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
445,640
shares
|
$17.6 Million
9.5% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
442,544
shares
|
$17.5 Million
9.4% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
440,586
shares
|
$17.4 Million
1.23% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
438,596
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Added 7.75%
|