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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
47,822
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
47,101
shares
|
$2.06 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
46,543
shares
|
$2.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
45,949
shares
|
$2.01 Million
0.11% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
45,948
shares
|
$2.01 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
|
$2.01 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 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
45,378
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
44,904
shares
|
$1.97 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
44,436
shares
|
$1.95 Million
0.3% of portfolio
|
Q2 2025
Added 521.57%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
44,176
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Added 29.57%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
43,084
shares
|
$1.89 Million
0.86% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
42,640
shares
|
$1.87 Million
1.82% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
42,338
shares
|
$1.85 Million
1.12% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
42,130
shares
|
$1.84 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
42,116
shares
|
$1.84 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
42,054
shares
|
$1.84 Million
0.17% of portfolio
|
Q2 2025
Added 33.89%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
41,670
shares
|
$1.82 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
41,627
shares
|
$1.82 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
41,252
shares
|
$1.81 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
41,091
shares
|
$1.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
40,803
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
40,261
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
40,005
shares
|
$1.75 Million
1.52% of portfolio
|
Q2 2025
Added 3.24%
|