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 938 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $9.85 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 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
|
$786 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
|
$510 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
|
$478 Million
0.08% of portfolio
|
Q2 2025
Added 6486.97%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,689,099
shares
|
$293 Million
1.42% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,484,376
shares
|
$284 Million
0.09% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
5,322,429
shares
|
$233 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,109,614
shares
|
$224 Million
0.01% of portfolio
|
Q1 2025
Added 40.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,060,826
shares
|
$222 Million
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
4,954,573
shares
|
$217 Million
0.56% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,295,710
shares
|
$188 Million
2.33% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,273,507
shares
|
$187 Million
0.53% of portfolio
|
Q2 2023
Added 0.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,380,284
shares
|
$148 Million
0.11% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,339,872
shares
|
$146 Million
1.88% of portfolio
|
Q2 2023
Added 14.59%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
3,182,524
shares
|
$139 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
|
$117 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,505,869
shares
|
$110 Million
0.96% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,190,512
shares
|
$95.9 Million
0.33% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,118,499
shares
|
$92.7 Million
0.03% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,985,172
shares
|
$86.9 Million
0.35% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,811,417
shares
|
$79.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
1,695,161
shares
|
$74.2 Million
6.71% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,667,857
shares
|
$73 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,628,782
shares
|
$71.3 Million
0.09% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,591,895
shares
|
$69.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|