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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
52,474
shares
|
$2.02 Million
0.88% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
51,951
shares
|
$2 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
51,549
shares
|
$1.98 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
50,837
shares
|
$1.95 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
50,633
shares
|
$1.95 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
50,089
shares
|
$1.93 Million
1.46% of portfolio
|
Q3 2024
Added 605.88%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
49,655
shares
|
$1.91 Million
1.23% of portfolio
|
Q3 2024
Reduced 40.72%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
49,375
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
49,276
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
49,240
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
48,860
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
48,737
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
48,155
shares
|
$1.85 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
48,114
shares
|
$1.85 Million
0.51% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
47,164
shares
|
$1.81 Million
0.91% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
46,527
shares
|
$1.79 Million
0.18% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
46,355
shares
|
$1.78 Million
1.24% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
46,102
shares
|
$1.77 Million
0.31% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,730
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
44,932
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
44,780
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
44,538
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2024
Added 34.85%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
44,056
shares
|
$1.69 Million
0.17% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
43,961
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.6%
|