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 |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
161,569
shares
|
$6.6 Million
1.49% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
161,341
shares
|
$6.6 Million
2.83% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
160,921
shares
|
$6.58 Million
3.21% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
160,007
shares
|
$6.54 Million
0.88% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
159,978
shares
|
$6.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
159,901
shares
|
$6.54 Million
0.34% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
158,205
shares
|
$6.47 Million
3.64% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
156,170
shares
|
$6.38 Million
0.03% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
155,825
shares
|
$6.37 Million
3.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
155,484
shares
|
$6.36 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
154,946
shares
|
$6.33 Million
1.91% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
154,484
shares
|
$6.32 Million
0.17% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
154,282
shares
|
$6.31 Million
0.08% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
153,319
shares
|
$6.27 Million
2.44% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
153,086
shares
|
$6.26 Million
0.59% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
150,994
shares
|
$6.17 Million
0.22% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
150,766
shares
|
$6.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
150,216
shares
|
$6.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
149,664
shares
|
$6.12 Million
0.32% of portfolio
|
Q1 2025
Reduced 76.77%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
147,963
shares
|
$6.05 Million
3.58% of portfolio
|
Q1 2025
Added 120.78%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
145,888
shares
|
$5.96 Million
0.6% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
145,209
shares
|
$5.94 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
144,395
shares
|
$5.9 Million
0.21% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
144,384
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
143,198
shares
|
$5.85 Million
0.49% of portfolio
|
Q1 2025
Added 4.21%
|