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 |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
424,050
shares
|
$17.3 Million
6.95% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
407,236
shares
|
$16.6 Million
7.14% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
404,452
shares
|
$16.5 Million
8.14% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
385,944
shares
|
$15.8 Million
1.76% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
385,202
shares
|
$15.7 Million
1.25% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
377,099
shares
|
$15.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
371,670
shares
|
$15.2 Million
1.83% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
368,154
shares
|
$15.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
364,257
shares
|
$14.9 Million
0.37% of portfolio
|
Q1 2025
Added 55.05%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
363,775
shares
|
$14.9 Million
2.31% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
360,698
shares
|
$14.7 Million
1.04% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
358,935
shares
|
$14.7 Million
6.74% of portfolio
|
Q1 2025
Added 35.3%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
346,672
shares
|
$14.2 Million
1.67% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
340,082
shares
|
$13.9 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$13.9 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
331,756
shares
|
$13.6 Million
3.48% of portfolio
|
Q1 2025
Added 54.63%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
321,015
shares
|
$13.1 Million
0.48% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
319,483
shares
|
$13.1 Million
1.32% of portfolio
|
Q1 2025
Added 98.41%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
312,109
shares
|
$12.8 Million
1.36% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
299,994
shares
|
$12.3 Million
3.05% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
296,400
shares
|
$12.1 Million
1.08% of portfolio
|
Q1 2025
Added 229.74%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
293,901
shares
|
$12 Million
6.48% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
290,454
shares
|
$11.9 Million
0.89% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
278,382
shares
|
$11.4 Million
1.09% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
273,424
shares
|
$11.2 Million
2.35% of portfolio
|
Q1 2025
Reduced 1.03%
|