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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,485
shares
|
$481,921
0.04% of portfolio
|
Q3 2023
Reduced 7.7%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
12,379
shares
|
$477,829
0.22% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
12,369
shares
|
$477,443
0.4% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$473,969
0.06% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,162
shares
|
$469,453
0.65% of portfolio
|
Q3 2022
Added 1.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
12,045
shares
|
$464,937
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
11,986
shares
|
$462,659
0.29% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,947
shares
|
$461,154
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
11,916
shares
|
$459,957
0.01% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,895
shares
|
$459,147
0.02% of portfolio
|
Q3 2022
Reduced 11.86%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
11,885
shares
|
$458,761
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
11,836
shares
|
$456,869
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
11,834
shares
|
$456,792
0.05% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,803
shares
|
$455,595
0.05% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
11,800
shares
|
$455,480
0.01% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
11,748
shares
|
$453,472
0.03% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
11,725
shares
|
$452,585
0.01% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
11,682
shares
|
$450,925
0.04% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
11,554
shares
|
$445,984
0.26% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
11,544
shares
|
$445,598
0.19% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
11,532
shares
|
$445,135
0.29% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,477
shares
|
$443,012
0.13% of portfolio
|
Q4 2024
Reduced 52.07%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,395
shares
|
$439,847
0.02% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
11,377
shares
|
$439,152
0.04% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
11,358
shares
|
$438,418
0.03% of portfolio
|
Q3 2024
Reduced 8.08%
|