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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
66,939
shares
|
$3.15 Million
0.12% of portfolio
|
Q2 2025
Added 405.31%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
65,539
shares
|
$3.09 Million
0.27% of portfolio
|
Q1 2025
Added 87.31%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
65,370
shares
|
$3.08 Million
0.58% of portfolio
|
Q2 2025
Added 264.38%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
65,278
shares
|
$3.08 Million
0.17% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
64,510
shares
|
$3.04 Million
0.64% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
63,791
shares
|
$3.01 Million
1.46% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
63,696
shares
|
$3 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
|
$3 Million
1.93% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
63,592
shares
|
$3 Million
0.88% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
63,522
shares
|
$2.99 Million
1.9% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
62,198
shares
|
$2.93 Million
0.5% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
62,155
shares
|
$2.93 Million
0.08% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
61,703
shares
|
$2.91 Million
2.4% of portfolio
|
Q2 2025
Reduced 42.88%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
61,590
shares
|
$2.9 Million
1.82% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
60,164
shares
|
$2.83 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
60,153
shares
|
$2.83 Million
1.73% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
59,505
shares
|
$2.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
59,350
shares
|
$2.8 Million
0.54% of portfolio
|
Q2 2025
Added 541.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
58,682
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
58,564
shares
|
$2.76 Million
0.04% of portfolio
|
Q3 2025
Added 45.46%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
58,515
shares
|
$2.76 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
|
$2.75 Million
0.55% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
58,271
shares
|
$2.75 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
58,102
shares
|
$2.74 Million
0.52% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
57,616
shares
|
$2.71 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.84%
|