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 |
|---|---|---|---|---|---|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
157,786
shares
|
$6.2 Million
4.06% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
156,997
shares
|
$6.17 Million
3.52% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
154,224
shares
|
$6.06 Million
1.48% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
154,040
shares
|
$6.05 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
152,730
shares
|
$6 Million
0.16% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
149,275
shares
|
$5.87 Million
1.85% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
146,663
shares
|
$5.76 Million
1.49% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
145,888
shares
|
$5.73 Million
0.6% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
145,328
shares
|
$5.71 Million
2.88% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
144,615
shares
|
$5.68 Million
0.79% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
144,152
shares
|
$5.66 Million
4.21% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
142,207
shares
|
$5.59 Million
0.93% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
141,858
shares
|
$5.57 Million
0.11% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
140,959
shares
|
$5.54 Million
0.33% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
140,514
shares
|
$5.52 Million
0.01% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
140,349
shares
|
$5.51 Million
2.27% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
137,411
shares
|
$5.4 Million
2.76% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
136,693
shares
|
$5.37 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
136,498
shares
|
$5.36 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
136,496
shares
|
$5.36 Million
0.53% of portfolio
|
Q3 2024
Reduced 23.06%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
136,020
shares
|
$5.34 Million
0.67% of portfolio
|
Q1 2023
Added 5.26%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
135,487
shares
|
$5.32 Million
2.16% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
134,034
shares
|
$5.27 Million
2.73% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
132,519
shares
|
$5.21 Million
0.44% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
132,480
shares
|
$5.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.66%
|