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 $7.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
151
shares
|
$5,932
0.0% of portfolio
|
Q3 2024
Added 45.19%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
139
shares
|
$5,461
0.0% of portfolio
|
Q4 2022
Added 61.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
132
shares
|
$5,186
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
131
shares
|
$5,146
0.0% of portfolio
|
Q4 2023
Reduced 31.77%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
130
shares
|
$5,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
125
shares
|
$4,911
0.0% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
106
shares
|
$4,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
104
shares
|
$4,086
0.0% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$3,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
89
shares
|
$3,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
88
shares
|
$3,457
0.0% of portfolio
|
Q2 2021
Reduced 47.62%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
72
shares
|
$2,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
72
shares
|
$2,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
65
shares
|
$2,553
0.0% of portfolio
|
Q3 2024
Reduced 59.88%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
63
shares
|
$2,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
60
shares
|
$2,357
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
53
shares
|
$2,082
0.0% of portfolio
|
Q2 2024
Reduced 66.24%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
45
shares
|
$1,768
0.0% of portfolio
|
Q4 2023
Reduced 6.25%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
43
shares
|
$1,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
37
shares
|
$1,453
0.0% of portfolio
|
Q1 2024
Reduced 87.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
36
shares
|
$1,414
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
29
shares
|
$1,139
0.0% of portfolio
|
Q1 2023
Reduced 6.45%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
29
shares
|
$1,139
0.0% of portfolio
|
Q1 2022
Reduced 29.27%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
27
shares
|
$1,060
0.0% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
24
shares
|
$942
0.0% of portfolio
|
Q3 2024
New holding
|