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 812 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 $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
132,480
shares
|
$5.22 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
131,899
shares
|
$5.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
129,860
shares
|
$5.12 Million
1.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
129,841
shares
|
$5.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
128,397
shares
|
$5.06 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
128,206
shares
|
$5.05 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
126,216
shares
|
$4.97 Million
2.62% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
121,672
shares
|
$4.79 Million
1.17% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
121,355
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2024
Added 42.06%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
117,455
shares
|
$4.63 Million
1.87% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
114,243
shares
|
$4.5 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
112,965
shares
|
$4.45 Million
0.95% of portfolio
|
Q3 2024
Added 155.81%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
112,492
shares
|
$4.43 Million
2.47% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
111,515
shares
|
$4.39 Million
1.37% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
110,056
shares
|
$4.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
109,597
shares
|
$4.32 Million
1.56% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
108,675
shares
|
$4.28 Million
0.39% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
108,336
shares
|
$4.27 Million
4.28% of portfolio
|
Q4 2023
Added 178.49%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
108,206
shares
|
$4.26 Million
0.74% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
107,051
shares
|
$4.22 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
105,555
shares
|
$4.16 Million
1.09% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
105,509
shares
|
$4.16 Million
1.18% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
104,568
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
104,092
shares
|
$4.1 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
103,999
shares
|
$4.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.85%
|