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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
74,594
shares
|
$3.51 Million
2.54% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
74,093
shares
|
$3.49 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
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
73,901
shares
|
$3.48 Million
0.09% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
73,771
shares
|
$3.48 Million
0.26% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
73,392
shares
|
$3.46 Million
0.58% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
73,350
shares
|
$3.46 Million
0.18% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
73,129
shares
|
$3.45 Million
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
72,752
shares
|
$3.43 Million
6.75% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
72,143
shares
|
$3.4 Million
0.02% of portfolio
|
Q2 2025
Added 4225.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
71,594
shares
|
$3.37 Million
0.04% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
71,365
shares
|
$3.36 Million
0.57% of portfolio
|
Q2 2025
Added 193.77%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
71,227
shares
|
$3.36 Million
3.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
71,210
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Added 30.34%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
70,574
shares
|
$3.32 Million
1.03% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
70,398
shares
|
$3.32 Million
0.0% of portfolio
|
Q2 2025
Added 124.28%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
70,331
shares
|
$3.31 Million
0.78% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
70,213
shares
|
$3.31 Million
0.19% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
69,372
shares
|
$3.27 Million
0.55% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
68,461
shares
|
$3.23 Million
0.51% of portfolio
|
Q2 2025
Added 42.38%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
68,167
shares
|
$3.21 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
68,155
shares
|
$3.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
67,092
shares
|
$3.16 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
67,086
shares
|
$3.16 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
67,034
shares
|
$3.16 Million
0.07% of portfolio
|
Q2 2025
Added 2.88%
|