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 879 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $8.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
442,544
shares
|
$17.5 Million
9.4% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
420,136
shares
|
$16.6 Million
4.44% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
413,001
shares
|
$16.3 Million
6.79% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
408,642
shares
|
$16.1 Million
1.99% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
393,732
shares
|
$15.5 Million
2.31% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
390,138
shares
|
$15.4 Million
1.45% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
385,342
shares
|
$15.2 Million
3.84% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
376,792
shares
|
$14.9 Million
1.74% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
375,549
shares
|
$14.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
374,142
shares
|
$14.8 Million
6.79% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
367,841
shares
|
$14.5 Million
0.02% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
355,053
shares
|
$14 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
347,719
shares
|
$13.7 Million
0.17% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
343,027
shares
|
$13.5 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
341,804
shares
|
$13.5 Million
0.12% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$13.4 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
338,374
shares
|
$13.3 Million
0.97% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
333,409
shares
|
$13.2 Million
2.67% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
328,192
shares
|
$12.9 Million
0.17% of portfolio
|
Q4 2024
Added 6357.93%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
314,743
shares
|
$12.4 Million
3.04% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
302,406
shares
|
$11.9 Million
1.3% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
301,469
shares
|
$11.9 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
295,298
shares
|
$11.6 Million
6.3% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
289,201
shares
|
$11.4 Million
0.44% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
276,273
shares
|
$10.9 Million
2.6% of portfolio
|
Q2 2024
Added 9.7%
|