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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
49,230
shares
|
$2.32 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
48,329
shares
|
$2.28 Million
0.77% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
47,997
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 722.85%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
47,822
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
47,101
shares
|
$2.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
46,543
shares
|
$2.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
46,317
shares
|
$2.18 Million
0.08% of portfolio
|
Q2 2025
Added 31.52%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
46,301
shares
|
$2.18 Million
3.02% of portfolio
|
Q2 2025
Reduced 31.24%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
45,949
shares
|
$2.16 Million
0.11% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
45,948
shares
|
$2.16 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
45,809
shares
|
$2.16 Million
1.4% of portfolio
|
Q2 2025
Reduced 37.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,730
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
45,378
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
44,988
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
44,915
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
44,904
shares
|
$2.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
43,424
shares
|
$2.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
43,283
shares
|
$2.04 Million
1.81% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
43,137
shares
|
$2.03 Million
0.55% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
43,084
shares
|
$2.03 Million
0.86% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
42,338
shares
|
$1.99 Million
1.12% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
42,116
shares
|
$1.98 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
42,054
shares
|
$1.98 Million
0.17% of portfolio
|
Q2 2025
Added 33.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
42,009
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.29%
|