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 924 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
357
shares
|
$15,629
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
331
shares
|
$14,491
0.0% of portfolio
|
Q1 2025
Added 1125.93%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
328
shares
|
$14,359
0.0% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
312
shares
|
$13,659
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
311
shares
|
$13,615
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
300
shares
|
$13,134
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
299
shares
|
$13,090
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
290
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
288
shares
|
$12,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
283
shares
|
$12,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
280
shares
|
$12,258
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
277
shares
|
$12,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
268
shares
|
$11,733
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
264
shares
|
$11,557
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
250
shares
|
$10,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250
shares
|
$10,945
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
244
shares
|
$10,682
0.01% of portfolio
|
Q4 2024
Reduced 24.46%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
239
shares
|
$10,463
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
238
shares
|
$10,419
0.0% of portfolio
|
Q3 2024
Reduced 51.23%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
236
shares
|
$10,332
0.0% of portfolio
|
Q2 2025
Added 43.03%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
229
shares
|
$10,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
220
shares
|
$9,631
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
219
shares
|
$9,587
0.01% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
196
shares
|
$8,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
196
shares
|
$8,580
0.0% of portfolio
|
Q1 2023
New holding
|