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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
18,815
shares
|
$715,722
0.26% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
18,808
shares
|
$715,456
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
18,706
shares
|
$711,576
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
18,589
shares
|
$707,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
18,549
shares
|
$705,603
0.1% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
18,522
shares
|
$704,576
0.55% of portfolio
|
Q2 2024
Added 106.53%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
18,423
shares
|
$700,810
0.09% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
18,414
shares
|
$700,468
0.2% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
18,289
shares
|
$695,713
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,877
shares
|
$680,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,776
shares
|
$676,199
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17,633
shares
|
$670,759
0.11% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
17,605
shares
|
$669,694
0.04% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
17,496
shares
|
$665,547
0.26% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
17,475
shares
|
$664,749
0.17% of portfolio
|
Q2 2024
Reduced 32.6%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
17,420
shares
|
$662,656
0.09% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
17,412
shares
|
$662,352
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,322
shares
|
$658,928
0.12% of portfolio
|
Q1 2024
Reduced 13.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
17,290
shares
|
$657,711
0.02% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,239
shares
|
$655,771
0.33% of portfolio
|
Q1 2024
Added 6.55%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
16,984
shares
|
$646,071
0.18% of portfolio
|
Q3 2024
Reduced 35.99%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
16,886
shares
|
$642,343
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
16,856
shares
|
$641,202
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
16,793
shares
|
$638,805
0.48% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
16,735
shares
|
$636,599
0.07% of portfolio
|
Q3 2024
Added 1.89%
|