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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
350
shares
|
$13,454
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
323
shares
|
$12,416
0.01% of portfolio
|
Q1 2023
Reduced 14.1%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
317
shares
|
$12,185
0.0% of portfolio
|
Q2 2024
Added 7.09%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
317
shares
|
$12,185
0.0% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
311
shares
|
$11,954
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
300
shares
|
$11,532
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
300
shares
|
$11,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
283
shares
|
$10,878
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
283
shares
|
$10,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
280
shares
|
$10,763
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
272
shares
|
$10,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
266
shares
|
$10,225
0.0% of portfolio
|
Q2 2024
Reduced 51.37%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
265
shares
|
$10,186
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
263
shares
|
$10,109
0.01% of portfolio
|
Q2 2024
Reduced 23.32%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
257
shares
|
$9,879
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250
shares
|
$9,610
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
242
shares
|
$9,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
239
shares
|
$9,187
0.0% of portfolio
|
Q3 2024
Reduced 35.58%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
239
shares
|
$9,187
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
238
shares
|
$9,148
0.0% of portfolio
|
Q3 2024
Reduced 51.23%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
220
shares
|
$8,456
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
214
shares
|
$8,226
0.0% of portfolio
|
Q2 2024
Added 355.32%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
196
shares
|
$7,534
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
196
shares
|
$7,534
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
195
shares
|
$7,495
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|