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 |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
103,413
shares
|
$4.06 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
103,257
shares
|
$4.06 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
101,891
shares
|
$4 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
101,007
shares
|
$3.97 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
100,980
shares
|
$3.97 Million
2.61% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
100,369
shares
|
$3.94 Million
2.47% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
100,001
shares
|
$3.93 Million
2.58% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
99,447
shares
|
$3.91 Million
0.7% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
99,034
shares
|
$3.89 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
98,852
shares
|
$3.88 Million
2.16% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
98,847
shares
|
$3.88 Million
0.28% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
97,042
shares
|
$3.81 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
96,716
shares
|
$3.8 Million
1.41% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
95,176
shares
|
$3.74 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
92,972
shares
|
$3.65 Million
0.11% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
92,274
shares
|
$3.63 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
91,364
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2024
Added 992.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
90,652
shares
|
$3.56 Million
0.25% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
90,633
shares
|
$3.56 Million
1.49% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
89,839
shares
|
$3.53 Million
0.41% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
89,216
shares
|
$3.51 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
89,025
shares
|
$3.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
88,955
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
87,915
shares
|
$3.45 Million
1.34% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
86,114
shares
|
$3.38 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.05%
|