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 194 Million shares, which have been reported (via 13F filing form) to have a value of $7.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
73,035
shares
|
$2.81 Million
0.59% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
72,752
shares
|
$2.8 Million
6.75% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
72,386
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
71,993
shares
|
$2.77 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
71,469
shares
|
$2.75 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
71,225
shares
|
$2.74 Million
0.17% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
70,976
shares
|
$2.73 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
70,935
shares
|
$2.73 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
70,590
shares
|
$2.71 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
70,249
shares
|
$2.7 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
69,392
shares
|
$2.67 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
69,350
shares
|
$2.67 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
68,957
shares
|
$2.65 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
68,882
shares
|
$2.65 Million
0.22% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
68,673
shares
|
$2.64 Million
0.73% of portfolio
|
Q3 2024
Reduced 41.6%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
67,874
shares
|
$2.61 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
67,559
shares
|
$2.6 Million
0.81% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
66,730
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
64,618
shares
|
$2.48 Million
0.28% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
64,601
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
64,565
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
62,928
shares
|
$2.42 Million
0.1% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
62,206
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
62,118
shares
|
$2.39 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
61,505
shares
|
$2.36 Million
1.6% of portfolio
|
Q3 2024
Reduced 11.16%
|