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 878 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 $8.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
267,997
shares
|
$10.6 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
267,236
shares
|
$10.5 Million
3.36% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
265,297
shares
|
$10.5 Million
4.96% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
265,153
shares
|
$10.5 Million
1.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
264,312
shares
|
$10.4 Million
1.52% of portfolio
|
Q4 2024
Added 694.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
259,887
shares
|
$10.3 Million
0.36% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
258,992
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
251,702
shares
|
$9.93 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
247,043
shares
|
$9.75 Million
2.17% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
246,604
shares
|
$9.73 Million
6.58% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
245,600
shares
|
$9.69 Million
5.46% of portfolio
|
Q1 2023
Added 7.56%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
243,718
shares
|
$9.61 Million
2.83% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
237,808
shares
|
$9.38 Million
1.9% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
234,928
shares
|
$9.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
229,145
shares
|
$9.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
228,353
shares
|
$9.01 Million
9.48% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
227,827
shares
|
$8.99 Million
0.26% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
223,314
shares
|
$8.81 Million
0.65% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
216,101
shares
|
$8.53 Million
2.24% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
215,491
shares
|
$8.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
214,948
shares
|
$8.48 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
214,785
shares
|
$8.47 Million
1.88% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
214,551
shares
|
$8.46 Million
2.14% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
212,822
shares
|
$8.4 Million
0.55% of portfolio
|
Q4 2024
Added 37567.61%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
211,256
shares
|
$8.33 Million
0.31% of portfolio
|
Q4 2024
Added 164.61%
|