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 |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
144,067
shares
|
$5.68 Million
0.88% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
142,746
shares
|
$5.63 Million
2.79% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
141,926
shares
|
$5.6 Million
0.07% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
141,437
shares
|
$5.58 Million
0.02% of portfolio
|
Q4 2024
Added 59.0%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
140,528
shares
|
$5.54 Million
1.74% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
139,501
shares
|
$5.5 Million
3.8% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
139,095
shares
|
$5.49 Million
2.57% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
137,419
shares
|
$5.42 Million
0.46% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
136,020
shares
|
$5.37 Million
0.67% of portfolio
|
Q1 2023
Added 5.26%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
135,028
shares
|
$5.33 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
134,497
shares
|
$5.31 Million
1.27% of portfolio
|
Q4 2024
Added 148.78%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
133,119
shares
|
$5.25 Million
2.02% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
132,338
shares
|
$5.22 Million
0.12% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
131,550
shares
|
$5.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
130,678
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
130,603
shares
|
$5.15 Million
0.17% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
130,142
shares
|
$5.13 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
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%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
127,206
shares
|
$5.02 Million
1.91% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
125,823
shares
|
$4.96 Million
2.6% of portfolio
|
Q4 2024
Added 545.88%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Mar 14, 2025 Q4 2024 |
125,412
shares
|
$4.95 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
123,977
shares
|
$4.89 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
122,888
shares
|
$4.85 Million
1.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
120,656
shares
|
$4.76 Million
0.18% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
117,081
shares
|
$4.62 Million
0.38% of portfolio
|
Q4 2024
Added 7.73%
|