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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
210,206
shares
|
$8.29 Million
1.66% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
209,166
shares
|
$8.25 Million
0.25% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
199,720
shares
|
$7.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
198,395
shares
|
$7.83 Million
3.15% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
193,530
shares
|
$7.63 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
191,664
shares
|
$7.56 Million
0.0% of portfolio
|
Q4 2024
Added 57.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
191,614
shares
|
$7.56 Million
0.4% of portfolio
|
Q4 2024
Added 35.94%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
190,601
shares
|
$7.52 Million
2.82% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
189,758
shares
|
$7.49 Million
0.9% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
189,087
shares
|
$7.46 Million
0.95% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
188,367
shares
|
$7.43 Million
0.82% of portfolio
|
Q4 2024
Added 3380.54%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
187,868
shares
|
$7.41 Million
1.74% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
185,959
shares
|
$7.34 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
185,560
shares
|
$7.32 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
185,004
shares
|
$7.3 Million
3.09% of portfolio
|
Q4 2024
Reduced 32.62%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
184,157
shares
|
$7.26 Million
1.05% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
183,168
shares
|
$7.23 Million
3.65% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
178,854
shares
|
$7.06 Million
0.16% of portfolio
|
Q3 2022
Added 46.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
177,474
shares
|
$7 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
176,378
shares
|
$6.96 Million
0.88% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
173,922
shares
|
$6.86 Million
0.16% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
172,962
shares
|
$6.82 Million
0.31% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
172,073
shares
|
$6.79 Million
1.25% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
171,797
shares
|
$6.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
169,246
shares
|
$6.68 Million
0.22% of portfolio
|
Q4 2024
Added 6.57%
|