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 |
|---|---|---|---|---|---|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
5,174
shares
|
$198,888
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
5,166
shares
|
$198,581
0.02% of portfolio
|
Q3 2024
Reduced 31.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,094
shares
|
$195,813
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
5,082
shares
|
$195,352
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
4,967
shares
|
$190,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
4,952
shares
|
$190,354
0.15% of portfolio
|
Q3 2024
Reduced 40.47%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,940
shares
|
$189,893
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
4,850
shares
|
$186,434
0.12% of portfolio
|
Q3 2024
Added 41.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,430
shares
|
$170,289
0.01% of portfolio
|
Q3 2024
Reduced 35.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,141
shares
|
$159,180
0.02% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,020
shares
|
$154,528
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,998
shares
|
$153,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,799
shares
|
$146,033
0.06% of portfolio
|
Q2 2024
Reduced 32.81%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,621
shares
|
$139,191
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,552
shares
|
$136,538
0.06% of portfolio
|
Q4 2023
Reduced 73.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,518
shares
|
$135,231
0.11% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$131,080
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,349
shares
|
$128,735
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$125,199
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,256
shares
|
$125,160
0.04% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,201
shares
|
$123,046
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
2,900
shares
|
$111,476
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,828
shares
|
$108,708
0.01% of portfolio
|
Q3 2024
Added 36.29%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,799
shares
|
$107,593
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
2,768
shares
|
$106,401
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|