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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,620
shares
|
$632,224
0.02% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
16,568
shares
|
$630,246
0.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
16,552
shares
|
$629,638
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,317
shares
|
$620,698
0.03% of portfolio
|
Q3 2022
Reduced 16.46%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
16,305
shares
|
$620,242
0.67% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
16,285
shares
|
$619,481
0.32% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
16,177
shares
|
$615,373
0.39% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
15,983
shares
|
$607,993
0.32% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
15,859
shares
|
$603,276
0.09% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,807
shares
|
$601,298
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,747
shares
|
$599,015
0.02% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,672
shares
|
$596,162
0.17% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
15,636
shares
|
$594,793
0.19% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
15,593
shares
|
$593,157
0.59% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
15,590
shares
|
$593,043
0.06% of portfolio
|
Q3 2024
Added 107.67%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
15,486
shares
|
$589,087
0.2% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
15,267
shares
|
$580,756
0.05% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
15,193
shares
|
$577,941
0.38% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,030
shares
|
$571,741
0.55% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
14,965
shares
|
$569,268
0.05% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
14,586
shares
|
$554,851
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
14,569
shares
|
$554,204
0.56% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,530
shares
|
$552,721
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
14,475
shares
|
$550,629
0.1% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
14,471
shares
|
$550,476
0.13% of portfolio
|
Q3 2024
Reduced 1.0%
|