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 962 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 |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
105,558
shares
|
$4.97 Million
1.92% of portfolio
|
Q2 2025
Added 34.75%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
103,008
shares
|
$4.85 Million
0.84% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
102,753
shares
|
$4.84 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
|
$4.82 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
|
$4.82 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
100,564
shares
|
$4.74 Million
1.09% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
99,848
shares
|
$4.7 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
98,893
shares
|
$4.66 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
98,717
shares
|
$4.65 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
|
$4.61 Million
0.87% of portfolio
|
Q2 2025
Added 92.82%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
97,749
shares
|
$4.6 Million
1.98% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
97,558
shares
|
$4.6 Million
0.54% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
96,702
shares
|
$4.56 Million
0.01% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
96,176
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
95,040
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
93,790
shares
|
$4.42 Million
0.54% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
92,229
shares
|
$4.34 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
|
$4.3 Million
2.96% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
90,652
shares
|
$4.27 Million
0.25% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
90,575
shares
|
$4.27 Million
3.78% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
90,477
shares
|
$4.26 Million
2.2% of portfolio
|
Q2 2025
Added 32.64%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
89,121
shares
|
$4.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
89,055
shares
|
$4.2 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
88,891
shares
|
$4.19 Million
0.6% of portfolio
|
Q3 2025
Reduced 29.99%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
88,340
shares
|
$4.16 Million
1.65% of portfolio
|
Q2 2025
Reduced 37.96%
|