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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
86,684
shares
|
$3.8 Million
0.32% of portfolio
|
Q2 2025
Added 71.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
85,806
shares
|
$3.76 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
85,703
shares
|
$3.75 Million
0.8% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
84,512
shares
|
$3.7 Million
2.29% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
84,275
shares
|
$3.69 Million
2.69% of portfolio
|
Q2 2025
Added 304.12%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
84,213
shares
|
$3.69 Million
0.31% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
81,372
shares
|
$3.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
80,885
shares
|
$3.54 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,057
shares
|
$3.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
79,400
shares
|
$3.48 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
79,282
shares
|
$3.47 Million
1.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
79,229
shares
|
$3.47 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
79,044
shares
|
$3.46 Million
2.29% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
77,536
shares
|
$3.39 Million
0.09% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
77,238
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
76,838
shares
|
$3.36 Million
1.69% of portfolio
|
Q1 2025
Reduced 97.46%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
75,908
shares
|
$3.32 Million
1.58% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
75,587
shares
|
$3.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 86.16%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
75,425
shares
|
$3.3 Million
1.13% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
75,035
shares
|
$3.29 Million
2.19% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
74,841
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
74,782
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
74,594
shares
|
$3.27 Million
2.54% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
74,093
shares
|
$3.24 Million
1.17% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
74,046
shares
|
$3.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.15%
|