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 $7.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
9,702
shares
|
$371,392
0.21% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
9,698
shares
|
$371,239
0.09% of portfolio
|
Q4 2022
Added 41.62%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
9,649
shares
|
$369,363
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
9,517
shares
|
$364,310
0.21% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,500
shares
|
$363,660
0.02% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
9,397
shares
|
$359,717
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
9,367
shares
|
$358,568
0.42% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,342
shares
|
$357,611
0.05% of portfolio
|
Q3 2024
Added 165.32%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
9,328
shares
|
$357,075
0.1% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,135
shares
|
$349,687
0.0% of portfolio
|
Q3 2024
Reduced 32.36%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,044
shares
|
$346,204
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
9,001
shares
|
$344,558
0.2% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,884
shares
|
$340,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,798
shares
|
$336,787
0.1% of portfolio
|
Q3 2024
Reduced 22.3%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
8,781
shares
|
$336,136
0.1% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
8,620
shares
|
$329,973
0.13% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,530
shares
|
$326,528
0.03% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
8,477
shares
|
$324,499
0.2% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,473
shares
|
$324,346
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
8,404
shares
|
$321,705
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,248
shares
|
$315,733
0.0% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
8,213
shares
|
$314,393
0.1% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,195
shares
|
$313,704
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
8,117
shares
|
$310,718
0.31% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
8,115
shares
|
$310,642
0.08% of portfolio
|
Q3 2024
Added 8.16%
|