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 960 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
22,882,892
shares
|
$1.08 Billion
0.84% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
17,957,512
shares
|
$844 Million
1.54% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
11,653,686
shares
|
$547 Million
0.18% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
10,916,062
shares
|
$513 Million
0.08% of portfolio
|
Q1 2025
Reduced 98.48%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,689,099
shares
|
$314 Million
1.42% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,484,376
shares
|
$305 Million
0.09% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,429,778
shares
|
$255 Million
0.02% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,339,952
shares
|
$251 Million
0.06% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
4,954,573
shares
|
$233 Million
0.56% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,295,710
shares
|
$202 Million
2.33% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,273,507
shares
|
$201 Million
0.53% of portfolio
|
Q2 2023
Added 0.98%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,716,860
shares
|
$175 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,380,284
shares
|
$159 Million
0.11% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,339,872
shares
|
$157 Million
1.88% of portfolio
|
Q2 2023
Added 14.59%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
3,182,524
shares
|
$150 Million
9.83% of portfolio
|
Q2 2025
Added 309.56%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,670,904
shares
|
$125 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,505,869
shares
|
$118 Million
0.96% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,264,434
shares
|
$106 Million
0.03% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,263,731
shares
|
$106 Million
0.32% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,985,172
shares
|
$93.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,824,389
shares
|
$85.7 Million
0.17% of portfolio
|
Q2 2025
Added 124.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,807,838
shares
|
$84.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,667,857
shares
|
$78.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,666,335
shares
|
$78.3 Million
0.11% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,628,782
shares
|
$76.5 Million
0.09% of portfolio
|
Q3 2024
Added 3.14%
|