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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
102,753
shares
|
$4.5 Million
0.37% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
102,363
shares
|
$4.48 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
102,242
shares
|
$4.48 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
100,995
shares
|
$4.42 Million
0.71% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
100,737
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
100,564
shares
|
$4.4 Million
1.09% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
99,848
shares
|
$4.37 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
98,717
shares
|
$4.32 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
97,940
shares
|
$4.29 Million
0.87% of portfolio
|
Q2 2025
Added 92.82%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
97,749
shares
|
$4.28 Million
1.98% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
97,558
shares
|
$4.27 Million
0.54% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
96,702
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
96,170
shares
|
$4.21 Million
2.66% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
93,790
shares
|
$4.11 Million
0.54% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
92,229
shares
|
$4.04 Million
0.81% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
91,362
shares
|
$4 Million
2.96% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
90,652
shares
|
$3.97 Million
0.25% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
90,477
shares
|
$3.96 Million
2.2% of portfolio
|
Q2 2025
Added 32.64%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
90,322
shares
|
$3.95 Million
3.76% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
90,260
shares
|
$3.95 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
89,133
shares
|
$3.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
89,055
shares
|
$3.9 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
88,340
shares
|
$3.87 Million
1.65% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
87,915
shares
|
$3.85 Million
1.34% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
87,011
shares
|
$3.81 Million
0.11% of portfolio
|
Q2 2025
Added 14.47%
|