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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
66,939
shares
|
$2.93 Million
0.12% of portfolio
|
Q2 2025
Added 405.31%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
66,534
shares
|
$2.91 Million
0.9% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
65,539
shares
|
$2.87 Million
0.27% of portfolio
|
Q2 2025
Added 149.09%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
65,370
shares
|
$2.86 Million
0.58% of portfolio
|
Q2 2025
Added 264.38%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
65,278
shares
|
$2.86 Million
0.17% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
64,256
shares
|
$2.81 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
63,791
shares
|
$2.79 Million
1.46% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
63,696
shares
|
$2.79 Million
0.12% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
63,694
shares
|
$2.79 Million
1.93% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
62,198
shares
|
$2.72 Million
0.5% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
62,126
shares
|
$2.72 Million
0.08% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
61,703
shares
|
$2.7 Million
2.4% of portfolio
|
Q2 2025
Reduced 42.88%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
61,590
shares
|
$2.7 Million
1.82% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
60,164
shares
|
$2.63 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
60,153
shares
|
$2.63 Million
1.73% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
59,505
shares
|
$2.61 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
59,350
shares
|
$2.6 Million
0.54% of portfolio
|
Q2 2025
Added 541.27%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
58,849
shares
|
$2.58 Million
0.97% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
58,515
shares
|
$2.56 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
58,447
shares
|
$2.56 Million
0.55% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
58,102
shares
|
$2.54 Million
0.52% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
57,952
shares
|
$2.54 Million
2.01% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
57,616
shares
|
$2.52 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
57,481
shares
|
$2.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.51 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|