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 |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
24,896
shares
|
$953,018
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
24,698
shares
|
$945,439
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,638
shares
|
$943,142
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,505
shares
|
$938,051
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,362
shares
|
$932,577
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
24,189
shares
|
$925,954
0.04% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
24,186
shares
|
$925,840
0.27% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
23,968
shares
|
$917,495
0.0% of portfolio
|
Q3 2024
Added 23.12%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
23,946
shares
|
$916,652
0.29% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
23,802
shares
|
$911,140
0.1% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
23,719
shares
|
$907,963
0.43% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
23,607
shares
|
$903,675
0.42% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
23,384
shares
|
$895,139
0.49% of portfolio
|
Q3 2024
Reduced 93.35%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,210
shares
|
$888,478
0.34% of portfolio
|
Q3 2023
Reduced 40.41%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
23,003
shares
|
$880,554
0.23% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,912
shares
|
$877,071
0.02% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
22,513
shares
|
$861,797
0.4% of portfolio
|
Q4 2024
Added 89.52%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
22,419
shares
|
$858,199
0.8% of portfolio
|
Q2 2024
Added 9.95%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,356
shares
|
$855,787
0.51% of portfolio
|
Q1 2024
Added 890.96%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
22,297
shares
|
$853,529
0.05% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
21,943
shares
|
$839,978
0.01% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
21,938
shares
|
$839,786
0.26% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
21,792
shares
|
$834,197
0.1% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,660
shares
|
$829,144
0.05% of portfolio
|
Q4 2023
Reduced 95.84%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
21,576
shares
|
$825,929
0.36% of portfolio
|
Q3 2024
Added 3.47%
|