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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
269,684
shares
|
$11 Million
0.37% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
269,039
shares
|
$11 Million
3.51% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
266,184
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2025
Added 38.88%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
263,180
shares
|
$10.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 24.31%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
262,269
shares
|
$10.7 Million
1.5% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
258,992
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
252,964
shares
|
$10.3 Million
3.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
252,371
shares
|
$10.3 Million
6.67% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
247,043
shares
|
$10.1 Million
2.17% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
245,600
shares
|
$10 Million
5.46% of portfolio
|
Q1 2023
Added 7.56%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
241,864
shares
|
$9.89 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
237,808
shares
|
$9.72 Million
1.9% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
236,438
shares
|
$9.67 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
233,502
shares
|
$9.55 Million
9.88% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
230,055
shares
|
$9.4 Million
0.36% of portfolio
|
Q1 2025
Added 59.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
229,145
shares
|
$9.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
228,392
shares
|
$9.34 Million
0.67% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
227,827
shares
|
$9.31 Million
0.26% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
226,218
shares
|
$9.25 Million
2.3% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
223,912
shares
|
$9.15 Million
2.7% of portfolio
|
Q1 2025
Added 147.09%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
215,454
shares
|
$8.81 Million
0.56% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
214,410
shares
|
$8.77 Million
0.47% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
207,001
shares
|
$8.46 Million
3.41% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
204,646
shares
|
$8.37 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
203,091
shares
|
$8.3 Million
0.94% of portfolio
|
Q1 2025
Added 4.94%
|