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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,819
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
30,810
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
30,426
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2024
Reduced 42.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
30,352
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
29,824
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
29,640
shares
|
$1.13 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
29,528
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
Added 59.48%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
29,039
shares
|
$1.11 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
28,495
shares
|
$1.09 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,180
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
28,040
shares
|
$1.07 Million
0.54% of portfolio
|
Q3 2024
Reduced 72.93%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
27,995
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
27,976
shares
|
$1.07 Million
0.8% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
27,460
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
27,369
shares
|
$1.05 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
27,288
shares
|
$1.04 Million
0.49% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
27,277
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
27,227
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
27,137
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
27,003
shares
|
$1.03 Million
0.76% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
26,130
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
25,793
shares
|
$987,356
0.02% of portfolio
|
Q2 2024
Added 73.73%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
25,274
shares
|
$967,488
0.39% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
24,985
shares
|
$956,425
0.13% of portfolio
|
Q3 2024
Reduced 19.53%
|