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 810 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
432,052
shares
|
$17 Million
1.77% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
407,174
shares
|
$16 Million
2.56% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
406,033
shares
|
$16 Million
4.43% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
392,585
shares
|
$15.4 Million
2.48% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
384,762
shares
|
$15.1 Million
6.81% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
378,906
shares
|
$14.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
376,141
shares
|
$14.8 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
372,869
shares
|
$14.7 Million
1.8% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
363,044
shares
|
$14.3 Million
3.6% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
358,106
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
348,324
shares
|
$13.7 Million
1.72% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
341,396
shares
|
$13.4 Million
2.91% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$13.3 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
333,313
shares
|
$13.1 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
325,787
shares
|
$12.8 Million
0.16% of portfolio
|
Q3 2024
Added 124.2%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
324,099
shares
|
$12.7 Million
7.51% of portfolio
|
Q3 2024
Added 85.61%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
320,888
shares
|
$12.6 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
305,463
shares
|
$12 Million
1.85% of portfolio
|
Q3 2024
Added 65.82%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
293,928
shares
|
$11.5 Million
6.77% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
293,100
shares
|
$11.5 Million
3.51% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
291,920
shares
|
$11.5 Million
1.33% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
279,677
shares
|
$11 Million
1.03% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
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%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
274,556
shares
|
$10.8 Million
5.11% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
265,877
shares
|
$10.4 Million
3.59% of portfolio
|
Q3 2024
Added 3.26%
|