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 $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
263,425
shares
|
$10.4 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
261,634
shares
|
$10.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
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%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
258,583
shares
|
$10.2 Million
5.32% of portfolio
|
Q3 2024
Added 21.9%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
250,147
shares
|
$9.87 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
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%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
242,218
shares
|
$9.56 Million
0.43% of portfolio
|
Q3 2024
Added 32.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
238,249
shares
|
$9.4 Million
2.63% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
236,721
shares
|
$9.34 Million
2.91% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
235,707
shares
|
$9.3 Million
0.37% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
232,103
shares
|
$9.16 Million
1.94% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
230,919
shares
|
$9.11 Million
2.08% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
224,828
shares
|
$8.87 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
223,281
shares
|
$8.81 Million
3.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
221,956
shares
|
$8.76 Million
6.52% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
219,976
shares
|
$8.68 Million
9.6% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
218,907
shares
|
$8.64 Million
0.0% of portfolio
|
Q3 2024
Added 1018.7%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
216,194
shares
|
$8.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
213,617
shares
|
$8.43 Million
2.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
212,921
shares
|
$8.4 Million
2.4% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
212,118
shares
|
$8.37 Million
0.27% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
206,297
shares
|
$8.14 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
202,950
shares
|
$8.01 Million
0.27% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
201,054
shares
|
$7.93 Million
1.03% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
197,639
shares
|
$7.8 Million
0.52% of portfolio
|
Q3 2024
Added 7.65%
|