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 879 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 $8.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
168,865
shares
|
$6.66 Million
1.78% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
168,532
shares
|
$6.65 Million
3.74% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
166,890
shares
|
$6.58 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
164,100
shares
|
$6.47 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
164,100
shares
|
$6.47 Million
0.11% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
163,766
shares
|
$6.46 Million
1.46% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
163,414
shares
|
$6.45 Million
1.32% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163,310
shares
|
$6.44 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
161,507
shares
|
$6.37 Million
3.61% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
161,453
shares
|
$6.37 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
161,311
shares
|
$6.36 Million
2.7% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
161,023
shares
|
$6.35 Million
0.65% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
159,901
shares
|
$6.31 Million
0.29% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
156,019
shares
|
$6.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
155,987
shares
|
$6.15 Million
2.83% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
155,987
shares
|
$6.15 Million
1.45% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
152,096
shares
|
$6 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
152,052
shares
|
$6 Million
0.59% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
151,762
shares
|
$5.99 Million
2.28% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
149,570
shares
|
$5.9 Million
1.76% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
147,246
shares
|
$5.81 Million
0.69% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
145,888
shares
|
$5.76 Million
0.6% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
144,796
shares
|
$5.71 Million
0.16% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
144,229
shares
|
$5.69 Million
0.09% of portfolio
|
Q4 2024
Added 1.67%
|