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 $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
21,322
shares
|
$811,088
0.24% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
21,168
shares
|
$805,230
0.33% of portfolio
|
Q1 2024
Added 6.27%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
21,156
shares
|
$804,774
0.48% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
20,936
shares
|
$796,405
0.32% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
20,888
shares
|
$794,579
0.19% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
20,806
shares
|
$791,460
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$782,406
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
20,568
shares
|
$782,406
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
20,541
shares
|
$781,379
0.31% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,114
shares
|
$765,136
0.06% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,090
shares
|
$764,223
0.0% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
19,990
shares
|
$760,419
0.15% of portfolio
|
Q3 2024
Reduced 82.35%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
19,837
shares
|
$754,599
0.14% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
19,731
shares
|
$750,567
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
19,684
shares
|
$748,779
0.37% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
19,570
shares
|
$744,442
0.02% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
19,481
shares
|
$741,057
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
19,400
shares
|
$737,976
0.04% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
19,391
shares
|
$737,633
0.37% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
19,150
shares
|
$728,466
0.03% of portfolio
|
Q3 2024
Reduced 49.0%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
19,140
shares
|
$728,085
1.41% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
19,104
shares
|
$726,716
0.51% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
19,053
shares
|
$724,776
0.07% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
18,911
shares
|
$719,374
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,911
shares
|
$719,374
0.09% of portfolio
|
Q3 2024
Added 5.21%
|