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SPEM Institutional Ownership & 13F Holders | SmartMoneyDB

SPEMSPDR INDEX SHS FDS

STATE STREET SPD · CUSIP 78463X509

Smart Money Ownership

Of the 7 tracked institutions holding SPEM, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.1pt. It's a gauge of who owns the name, not just how many.

Jim Simons

$6.8M

+10.2pt

PRICE T ROWE ASSOCIATES INC /MD/

$3.3M

+2.7pt

Gotham Asset Management, LLC

$1.4M

+2.5pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

SPEM (SPDR INDEX SHS FDS) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, SPEM (SPDR INDEX SHS FDS) is held with a combined value of $272.37M across 5,806,313 shares. The largest holder is STATE STREET CORP with a position worth $229.94M. 5 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$272.37M

Total Shares Held

5,806,313

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

STATE STREET CORP+11% shares~$22.6M BlackRock, Inc.+72% shares~$6.7M RENAISSANCE TECHNOLOGIES LLC+579% shares~$5.8M AQR CAPITAL MANAGEMENT LLC+76% shares~$4.3M FMR LLC+5% shares~$233.7K

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

0.00% of book+76.1%

$9.95M

RENAISSANCE TECHNOLOGIES LLC

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book-22.8%

$3.31M

Gotham Asset Management, LLC

0.00% of book-

$1.44M

#	Fund	Value↓	Shares	Portfolio %	Change
1	STATE STREET CORP	$229.94M	4,901,772	0.01%	+10.9%
2	BlackRock, Inc.	$16.10M	343,208	0.00%	+71.8%
3	AQR CAPITAL MANAGEMENT LLC	$9.95M	212,213	0.00%	+76.1%
4	RENAISSANCE TECHNOLOGIES LLC	$6.82M	145,300	0.01%	+579.0%
5	FMR LLC	$4.82M	102,665	0.00%	+5.1%
6	PRICE T ROWE ASSOCIATES INC /MD/	$3.31M	70,450	0.00%	-22.8%
7	Gotham Asset Management, LLC	$1.44M	30,705	0.00%	-

Frequently Asked Questions

Which institutional investors own the most SPEM stock?

As of the latest SEC 13F filings, STATE STREET CORP is the largest institutional holder of SPEM with a position worth $229.94M, representing 0.01% of their portfolio. In total, 7 institutional investors hold SPEM with a combined value of $272.37M.

What percentage of SPEM is owned by institutional investors?

Institutional investors hold $272.37M worth of SPEM stock across 7 positions. The largest institutional holder is STATE STREET CORP with $229.94M in holdings.

What is a 13F filing and why does it matter for SPEM?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SPEM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SPEM institutional moves

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