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 820 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 $7.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
43,961
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,587
shares
|
$1.68 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
43,495
shares
|
$1.68 Million
1.19% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
43,088
shares
|
$1.66 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,915
shares
|
$1.66 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
42,839
shares
|
$1.65 Million
0.07% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
42,442
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
42,315
shares
|
$1.63 Million
1.15% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
41,843
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
41,610
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
41,427
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,258
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
40,489
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
39,722
shares
|
$1.53 Million
0.53% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
39,063
shares
|
$1.51 Million
0.95% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
38,863
shares
|
$1.5 Million
0.3% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
38,750
shares
|
$1.5 Million
0.1% of portfolio
|
Q4 2023
Added 303.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
38,646
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.98%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
38,629
shares
|
$1.49 Million
0.54% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,505
shares
|
$1.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
38,273
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 192.25%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
38,105
shares
|
$1.47 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
37,898
shares
|
$1.46 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
37,833
shares
|
$1.46 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
37,794
shares
|
$1.46 Million
2.29% of portfolio
|
Q3 2024
Added 120.36%
|