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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
967
shares
|
$39,530
0.0% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
939
shares
|
$38,386
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
933
shares
|
$38,141
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
917
shares
|
$37,486
0.01% of portfolio
|
Q3 2024
Reduced 36.32%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
915
shares
|
$37,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
914
shares
|
$37,364
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
850
shares
|
$34,748
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
805
shares
|
$32,908
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
800
shares
|
$32,704
0.02% of portfolio
|
Q2 2024
Reduced 94.36%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
800
shares
|
$32,704
0.0% of portfolio
|
Q1 2016
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
748
shares
|
$30,578
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
739
shares
|
$30,210
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
665
shares
|
$27,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
621
shares
|
$25,386
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
610
shares
|
$24,936
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
590
shares
|
$24,119
0.0% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
564
shares
|
$23,056
0.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
561
shares
|
$22,933
0.02% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
535
shares
|
$21,870
0.0% of portfolio
|
Q1 2022
Reduced 0.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
519
shares
|
$21,216
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
516
shares
|
$21,094
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
514
shares
|
$21,012
0.0% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
500
shares
|
$20,440
0.0% of portfolio
|
Q2 2018
Reduced 14.89%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
484
shares
|
$19,785
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
479
shares
|
$19,581
0.02% of portfolio
|
Q1 2025
Reduced 89.5%
|