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 812 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 |
|---|---|---|---|---|---|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
6,070
shares
|
$233,330
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
6,065
shares
|
$233,138
0.07% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
6,062
shares
|
$233,023
0.03% of portfolio
|
Q3 2024
Added 1229.39%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
6,060
shares
|
$232,946
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,951
shares
|
$228,756
0.0% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,930
shares
|
$227,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,906
shares
|
$227,026
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,902
shares
|
$226,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
5,883
shares
|
$226,142
0.04% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,800
shares
|
$222,952
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
5,788
shares
|
$222,490
0.14% of portfolio
|
Q3 2024
Reduced 96.4%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
5,720
shares
|
$219,876
0.04% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5,695
shares
|
$218,915
0.01% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,682
shares
|
$218,416
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,634
shares
|
$216,570
0.04% of portfolio
|
Q3 2024
Reduced 51.2%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
5,617
shares
|
$215,917
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,526
shares
|
$212,419
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,507
shares
|
$211,689
0.12% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,492
shares
|
$211,112
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
5,423
shares
|
$208,460
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
5,412
shares
|
$208,037
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
5,405
shares
|
$207,768
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
5,355
shares
|
$205,846
0.01% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
5,286
shares
|
$203,193
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,177
shares
|
$199,003
0.0% of portfolio
|
Q3 2024
New holding
|