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 820 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,530
shares
|
$560,858
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
14,489
shares
|
$559,275
0.04% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
14,471
shares
|
$558,580
0.13% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
14,441
shares
|
$557,422
0.08% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
14,319
shares
|
$552,713
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,107
shares
|
$544,530
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
13,982
shares
|
$539,705
0.31% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,865
shares
|
$535,189
0.01% of portfolio
|
Q3 2022
Added 35.1%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
13,734
shares
|
$530,132
0.22% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
13,655
shares
|
$527,083
0.07% of portfolio
|
Q3 2023
Reduced 22.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
13,583
shares
|
$524,303
0.02% of portfolio
|
Q3 2024
Reduced 85.13%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,545
shares
|
$522,837
0.09% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,463
shares
|
$519,671
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,395
shares
|
$517,047
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
13,190
shares
|
$509,134
0.36% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
13,176
shares
|
$508,593
0.21% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,151
shares
|
$507,628
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,112
shares
|
$506,123
0.01% of portfolio
|
Q4 2022
Reduced 11.39%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
12,975
shares
|
$500,835
0.37% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,868
shares
|
$496,704
0.0% of portfolio
|
Q3 2024
Added 1106.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,848
shares
|
$495,932
0.01% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$495,739
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
12,637
shares
|
$487,788
0.24% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,625
shares
|
$487,325
0.03% of portfolio
|
Q3 2024
Reduced 39.59%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,537
shares
|
$483,928
0.04% of portfolio
|
Q4 2022
Added 6.68%
|