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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
239
shares
|
$9,770
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
238
shares
|
$9,729
0.0% of portfolio
|
Q3 2024
Reduced 51.23%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
229
shares
|
$9,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
220
shares
|
$8,993
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
219
shares
|
$8,952
0.01% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
196
shares
|
$8,012
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
196
shares
|
$8,012
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
195
shares
|
$7,971
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
177
shares
|
$7,235
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
175
shares
|
$7,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
174
shares
|
$7,113
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
167
shares
|
$6,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
165
shares
|
$6,745
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
157
shares
|
$6,418
0.0% of portfolio
|
Q2 2022
Reduced 60.35%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
141
shares
|
$5,764
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
140
shares
|
$5,723
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
139
shares
|
$5,682
0.0% of portfolio
|
Q4 2022
Added 61.63%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
136
shares
|
$5,559
0.0% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
132
shares
|
$5,396
0.0% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
132
shares
|
$5,396
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
119
shares
|
$4,864
0.0% of portfolio
|
Q1 2025
Added 124.53%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
111
shares
|
$4,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
106
shares
|
$4,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
104
shares
|
$4,251
0.0% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
88
shares
|
$3,597
0.0% of portfolio
|
Q2 2021
Reduced 47.62%
|