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 869 institutions that hold shares in the stock, with a total of 212 Million shares, which have been reported (via 13F filing form) to have a value of $8.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,754
shares
|
$190,207
0.02% of portfolio
|
Q4 2024
Added 68.1%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,677
shares
|
$187,126
0.14% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
4,560
shares
|
$182,445
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
4,506
shares
|
$180,285
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,380
shares
|
$175,243
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,294
shares
|
$171,802
0.02% of portfolio
|
Q4 2024
Reduced 76.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,017
shares
|
$160,720
0.02% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
3,944
shares
|
$157,799
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
3,905
shares
|
$156,239
0.04% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,621
shares
|
$144,876
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,552
shares
|
$142,115
0.05% of portfolio
|
Q4 2023
Reduced 73.08%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
3,418
shares
|
$136,754
0.04% of portfolio
|
Q4 2024
Added 420.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$136,434
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
3,410
shares
|
$136,434
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
3,349
shares
|
$133,993
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,306
shares
|
$132,273
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,269
shares
|
$130,792
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$130,312
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,201
shares
|
$128,072
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
3,160
shares
|
$126,431
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,001
shares
|
$120,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
2,885
shares
|
$115,428
0.31% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,800
shares
|
$112,028
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,799
shares
|
$111,987
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,768
shares
|
$110,747
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|