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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
197,456
shares
|
$7.76 Million
0.24% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
194,914
shares
|
$7.66 Million
2.11% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
193,934
shares
|
$7.62 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
190,021
shares
|
$7.47 Million
3.39% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
188,182
shares
|
$7.39 Million
1.0% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
187,868
shares
|
$7.38 Million
1.74% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
186,910
shares
|
$7.34 Million
0.32% of portfolio
|
Q3 2024
Added 61.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
184,325
shares
|
$7.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
179,149
shares
|
$7.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
178,854
shares
|
$7.03 Million
0.16% of portfolio
|
Q3 2022
Added 46.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
178,379
shares
|
$7.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
177,175
shares
|
$6.96 Million
2.41% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
172,962
shares
|
$6.8 Million
0.34% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
170,717
shares
|
$6.71 Million
4.44% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
169,378
shares
|
$6.65 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
169,141
shares
|
$6.65 Million
1.61% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
168,041
shares
|
$6.6 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163,310
shares
|
$6.42 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
162,912
shares
|
$6.4 Million
1.87% of portfolio
|
Q3 2024
Added 32.21%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
162,892
shares
|
$6.4 Million
0.15% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
162,093
shares
|
$6.37 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
161,789
shares
|
$6.36 Million
0.06% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
159,947
shares
|
$6.28 Million
0.09% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
158,962
shares
|
$6.25 Million
2.84% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
158,817
shares
|
$6.24 Million
0.22% of portfolio
|
Q3 2024
Added 13.5%
|