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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
202,453
shares
|
$8.28 Million
0.01% of portfolio
|
Q1 2025
Added 54.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
196,649
shares
|
$8.04 Million
0.8% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
195,958
shares
|
$8.01 Million
0.75% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
194,625
shares
|
$7.96 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
190,647
shares
|
$7.79 Million
0.18% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
190,498
shares
|
$7.79 Million
3.81% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
189,861
shares
|
$7.76 Million
0.94% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
187,868
shares
|
$7.68 Million
1.74% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
185,560
shares
|
$7.59 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
182,593
shares
|
$7.46 Million
2.54% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
181,479
shares
|
$7.42 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
181,068
shares
|
$7.4 Million
0.08% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
180,401
shares
|
$7.37 Million
1.89% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
179,716
shares
|
$7.35 Million
1.46% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
178,904
shares
|
$7.31 Million
0.95% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
178,854
shares
|
$7.31 Million
0.16% of portfolio
|
Q3 2022
Added 46.84%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
178,571
shares
|
$7.3 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
173,558
shares
|
$7.1 Million
3.03% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
172,962
shares
|
$7.07 Million
0.31% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
167,622
shares
|
$6.85 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
165,867
shares
|
$6.78 Million
1.32% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
165,722
shares
|
$6.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163,310
shares
|
$6.68 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
163,179
shares
|
$6.67 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
162,563
shares
|
$6.65 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.73%
|