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 |
---|---|---|---|---|---|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
473
shares
|
$19,336
0.0% of portfolio
|
Q2 2024
Added 15666.67%
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
472
shares
|
$19,295
0.0% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
468
shares
|
$19,131
0.0% of portfolio
|
Q1 2023
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
455
shares
|
$18,600
0.01% of portfolio
|
Q4 2024
Reduced 92.5%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
448
shares
|
$18,314
0.0% of portfolio
|
Q4 2023
New holding
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
403
shares
|
$16,474
0.0% of portfolio
|
Q3 2024
Added 276.64%
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
400
shares
|
$16,352
0.01% of portfolio
|
Q2 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
393
shares
|
$16,065
0.0% of portfolio
|
Q4 2021
New holding
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
370
shares
|
$15,125
0.0% of portfolio
|
Q3 2024
Reduced 91.31%
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
357
shares
|
$14,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
357
shares
|
$14,594
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
331
shares
|
$13,531
0.0% of portfolio
|
Q1 2025
Added 1125.93%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
328
shares
|
$13,408
0.0% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
312
shares
|
$12,754
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
311
shares
|
$12,713
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
300
shares
|
$12,264
0.01% of portfolio
|
Q1 2023
New holding
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
299
shares
|
$12,223
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
290
shares
|
$11,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
283
shares
|
$11,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
280
shares
|
$11,446
0.04% of portfolio
|
Q3 2024
New holding
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
277
shares
|
$11,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
268
shares
|
$10,955
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
261
shares
|
$10,669
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250
shares
|
$10,220
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
244
shares
|
$9,974
0.01% of portfolio
|
Q4 2024
Reduced 24.46%
|