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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
116,026
shares
|
$4.58 Million
0.0% of portfolio
|
Q4 2024
Added 39.44%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
115,481
shares
|
$4.56 Million
1.06% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
114,240
shares
|
$4.51 Million
2.27% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
113,672
shares
|
$4.48 Million
1.44% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
113,643
shares
|
$4.48 Million
1.21% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
111,395
shares
|
$4.39 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
110,126
shares
|
$4.34 Million
1.26% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
108,999
shares
|
$4.3 Million
1.42% of portfolio
|
Q4 2024
Reduced 98.24%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
107,144
shares
|
$4.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
105,749
shares
|
$4.17 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
105,138
shares
|
$4.15 Million
0.12% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
103,952
shares
|
$4.1 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
103,940
shares
|
$4.1 Million
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
102,898
shares
|
$4.06 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
102,820
shares
|
$4.06 Million
2.1% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
102,700
shares
|
$4.05 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
102,363
shares
|
$4.04 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
101,843
shares
|
$4.02 Million
2.22% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
100,568
shares
|
$3.97 Million
2.41% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
100,268
shares
|
$3.96 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
99,234
shares
|
$3.91 Million
0.99% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
98,336
shares
|
$3.88 Million
0.0% of portfolio
|
Q4 2024
Added 389.48%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
97,929
shares
|
$3.86 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
97,754
shares
|
$3.86 Million
1.16% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
97,642
shares
|
$3.85 Million
0.12% of portfolio
|
Q4 2024
Added 14.2%
|