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 813 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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
37,571
shares
|
$1.44 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
37,095
shares
|
$1.42 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
37,090
shares
|
$1.42 Million
0.32% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
36,621
shares
|
$1.4 Million
0.39% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,084
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 236.64%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
35,910
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
35,868
shares
|
$1.37 Million
1.19% of portfolio
|
Q3 2024
Reduced 46.5%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
35,305
shares
|
$1.35 Million
0.46% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
35,304
shares
|
$1.35 Million
0.47% of portfolio
|
Q3 2024
Reduced 56.73%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
35,001
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 143.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
34,666
shares
|
$1.33 Million
0.1% of portfolio
|
Q4 2023
Added 21.83%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
33,901
shares
|
$1.3 Million
0.12% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
33,789
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Added 593.25%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
33,267
shares
|
$1.27 Million
0.32% of portfolio
|
Q4 2024
Reduced 92.89%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
33,262
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2024
Reduced 83.05%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
33,126
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2023
Added 4.13%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,120
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
33,017
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
32,618
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.5%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
32,600
shares
|
$1.25 Million
0.6% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,021
shares
|
$1.23 Million
0.28% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
31,969
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
31,770
shares
|
$1.22 Million
0.29% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
31,375
shares
|
$1.2 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
30,949
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.53%
|