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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 08, 2025 Q2 2025 |
57,481
shares
|
$2.71 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.7 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
57,359
shares
|
$2.7 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,271
shares
|
$2.7 Million
0.02% of portfolio
|
Q2 2025
Added 68.33%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
56,514
shares
|
$2.66 Million
1.94% of portfolio
|
Q3 2025
Added 120.68%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
56,315
shares
|
$2.65 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
55,895
shares
|
$2.63 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
54,968
shares
|
$2.59 Million
2.04% of portfolio
|
Q2 2025
Reduced 26.2%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
54,454
shares
|
$2.57 Million
0.32% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
54,003
shares
|
$2.54 Million
0.26% of portfolio
|
Q2 2025
Added 46.33%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
53,988
shares
|
$2.54 Million
1.81% of portfolio
|
Q1 2025
Added 1098.14%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
53,636
shares
|
$2.53 Million
0.62% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
53,084
shares
|
$2.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
53,031
shares
|
$2.5 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
53,010
shares
|
$2.5 Million
0.97% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.48 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
52,422
shares
|
$2.47 Million
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
52,079
shares
|
$2.45 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
51,595
shares
|
$2.43 Million
0.29% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
51,375
shares
|
$2.42 Million
0.34% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
51,271
shares
|
$2.42 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
51,245
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
50,455
shares
|
$2.38 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
49,644
shares
|
$2.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
49,541
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|