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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,175
shares
|
$252,434
0.0% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
6,125
shares
|
$250,390
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
6,121
shares
|
$250,226
0.02% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
6,092
shares
|
$249,040
0.07% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
6,074
shares
|
$248,305
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,045
shares
|
$247,119
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,017
shares
|
$245,974
0.24% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,905
shares
|
$241,396
0.21% of portfolio
|
Q1 2025
Reduced 48.79%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
5,883
shares
|
$240,497
0.03% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,856
shares
|
$239,393
0.02% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,833
shares
|
$238,453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,800
shares
|
$237,104
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,731
shares
|
$234,283
0.09% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,723
shares
|
$233,956
0.01% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
5,720
shares
|
$233,833
0.22% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
5,720
shares
|
$233,833
0.04% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,717
shares
|
$233,710
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,546
shares
|
$226,720
0.01% of portfolio
|
Q1 2025
Added 84.81%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,492
shares
|
$224,512
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,483
shares
|
$224,145
0.14% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
5,444
shares
|
$222,550
0.07% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
5,441
shares
|
$222,428
0.24% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
5,385
shares
|
$220,138
0.08% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
5,369
shares
|
$219,484
0.01% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
5,317
shares
|
$217,358
0.08% of portfolio
|
Q4 2024
Added 0.59%
|