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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
57,259
shares
|
$2.51 Million
0.34% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
57,074
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
56,643
shares
|
$2.48 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
56,642
shares
|
$2.48 Million
0.56% of portfolio
|
Q2 2025
Added 509.78%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
54,968
shares
|
$2.41 Million
2.04% of portfolio
|
Q2 2025
Reduced 26.2%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
54,454
shares
|
$2.38 Million
0.32% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
54,225
shares
|
$2.37 Million
0.25% of portfolio
|
Q2 2025
Added 117.59%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
54,003
shares
|
$2.36 Million
0.26% of portfolio
|
Q2 2025
Added 46.33%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
53,988
shares
|
$2.36 Million
1.81% of portfolio
|
Q1 2025
Added 1098.14%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
53,636
shares
|
$2.35 Million
0.62% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
53,084
shares
|
$2.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
53,031
shares
|
$2.32 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.31 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
52,422
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
52,396
shares
|
$2.29 Million
1.14% of portfolio
|
Q2 2025
Reduced 37.26%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
52,079
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
51,652
shares
|
$2.26 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
51,595
shares
|
$2.26 Million
0.28% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
51,245
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
50,692
shares
|
$2.22 Million
0.33% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
50,455
shares
|
$2.21 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
49,644
shares
|
$2.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
49,541
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
48,593
shares
|
$2.13 Million
0.16% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
48,329
shares
|
$2.12 Million
0.77% of portfolio
|
Q2 2025
Reduced 10.02%
|