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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,316
shares
|
$217,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
5,267
shares
|
$215,314
0.06% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
5,199
shares
|
$212,535
0.07% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,197
shares
|
$212,453
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
5,100
shares
|
$208,488
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
4,883
shares
|
$199,617
0.08% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
4,658
shares
|
$190,419
0.06% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,424
shares
|
$180,853
0.14% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,416
shares
|
$180,526
0.01% of portfolio
|
Q1 2025
Reduced 30.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
4,383
shares
|
$179,177
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,961
shares
|
$161,925
0.02% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,956
shares
|
$161,721
0.04% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,621
shares
|
$148,026
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
3,619
shares
|
$147,944
0.13% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,552
shares
|
$145,205
0.05% of portfolio
|
Q4 2023
Reduced 73.08%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
3,432
shares
|
$140,300
0.06% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$139,400
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,387
shares
|
$138,460
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,349
shares
|
$136,907
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3,290
shares
|
$134,495
0.0% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,269
shares
|
$133,636
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$133,146
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,201
shares
|
$130,856
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
3,192
shares
|
$130,488
0.05% of portfolio
|
Q1 2025
Added 83.24%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,068
shares
|
$125,419
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|