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 |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
142,754
shares
|
$5.84 Million
5.74% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
142,548
shares
|
$5.83 Million
1.35% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
142,400
shares
|
$5.82 Million
2.62% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
142,394
shares
|
$5.82 Million
0.09% of portfolio
|
Q1 2025
Reduced 79.06%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
138,600
shares
|
$5.67 Million
2.43% of portfolio
|
Q1 2025
Added 89.21%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
136,894
shares
|
$5.6 Million
1.41% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
136,020
shares
|
$5.56 Million
0.67% of portfolio
|
Q1 2023
Added 5.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
135,620
shares
|
$5.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
134,695
shares
|
$5.51 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
134,428
shares
|
$5.5 Million
0.17% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
134,402
shares
|
$5.49 Million
2.32% of portfolio
|
Q1 2025
Added 71.94%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
134,152
shares
|
$5.48 Million
0.11% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
132,904
shares
|
$5.43 Million
0.43% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
131,007
shares
|
$5.36 Million
0.45% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
130,500
shares
|
$5.33 Million
4.43% of portfolio
|
Q1 2025
Added 34.67%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
129,928
shares
|
$5.31 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
129,341
shares
|
$5.29 Million
2.28% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
128,936
shares
|
$5.27 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
128,751
shares
|
$5.26 Million
0.13% of portfolio
|
Q1 2025
Added 574.9%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
126,356
shares
|
$5.17 Million
0.81% of portfolio
|
Q1 2025
Added 24.95%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
124,407
shares
|
$5.09 Million
1.44% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
123,991
shares
|
$5.07 Million
2.56% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
123,948
shares
|
$5.07 Million
1.41% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
122,308
shares
|
$5 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
121,672
shares
|
$4.97 Million
0.22% of portfolio
|
Q1 2025
New holding
|