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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,733
shares
|
$105,056
0.01% of portfolio
|
Q2 2024
Reduced 9.65%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,694
shares
|
$103,557
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
2,569
shares
|
$98,752
0.02% of portfolio
|
Q3 2024
Added 583.24%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,377
shares
|
$91,371
0.04% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,341
shares
|
$89,988
0.0% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,285
shares
|
$87,835
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,149
shares
|
$82,607
0.02% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,970
shares
|
$75,726
0.03% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,882
shares
|
$72,344
0.01% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,701
shares
|
$65,386
0.01% of portfolio
|
Q2 2024
Reduced 48.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,671
shares
|
$64,233
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,657
shares
|
$63,695
0.02% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,578
shares
|
$60,658
0.06% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,495
shares
|
$57,467
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
1,313
shares
|
$50,471
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,122
shares
|
$43,129
0.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
967
shares
|
$37,171
0.0% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
939
shares
|
$36,095
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
938
shares
|
$36,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
917
shares
|
$35,249
0.01% of portfolio
|
Q3 2024
Reduced 36.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
914
shares
|
$35,134
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
850
shares
|
$32,673
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
800
shares
|
$30,752
0.0% of portfolio
|
Q1 2016
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
800
shares
|
$30,752
0.02% of portfolio
|
Q2 2024
Reduced 94.36%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
748
shares
|
$28,753
0.02% of portfolio
|
Q4 2023
New holding
|