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 910 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $8.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,673,981
shares
|
$927 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
18,595,619
shares
|
$760 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,706,453
shares
|
$438 Million
0.17% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,567,549
shares
|
$268 Million
1.49% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
6,361,844
shares
|
$260 Million
0.08% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
6,065,716
shares
|
$248 Million
0.75% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
5,322,429
shares
|
$218 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,109,614
shares
|
$209 Million
0.01% of portfolio
|
Q1 2025
Added 40.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,060,826
shares
|
$207 Million
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,458,446
shares
|
$182 Million
4.45% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,273,507
shares
|
$175 Million
0.53% of portfolio
|
Q2 2023
Added 0.98%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,339,872
shares
|
$137 Million
1.88% of portfolio
|
Q2 2023
Added 14.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,274,058
shares
|
$134 Million
0.11% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,766,398
shares
|
$113 Million
0.22% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,467,664
shares
|
$101 Million
0.41% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
2,360,591
shares
|
$96.5 Million
1.03% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,136,956
shares
|
$87.4 Million
0.94% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,118,499
shares
|
$86.6 Million
0.03% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,955,877
shares
|
$80 Million
0.31% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,904,975
shares
|
$77.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,811,417
shares
|
$74.1 Million
0.02% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,736,317
shares
|
$71 Million
0.14% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
1,695,161
shares
|
$69.3 Million
6.71% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,628,782
shares
|
$66.6 Million
0.09% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,591,895
shares
|
$65.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|