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 |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
41,670
shares
|
$1.96 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
41,627
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
41,252
shares
|
$1.94 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
41,091
shares
|
$1.94 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
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
40,005
shares
|
$1.88 Million
1.52% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
39,789
shares
|
$1.87 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
39,608
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
39,386
shares
|
$1.86 Million
0.39% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
39,377
shares
|
$1.86 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
39,143
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 26.31%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
39,030
shares
|
$1.84 Million
0.66% of portfolio
|
Q1 2025
Added 30.94%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
38,860
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
38,848
shares
|
$1.83 Million
0.74% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
38,476
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
38,257
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 31.72%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
37,898
shares
|
$1.79 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
37,885
shares
|
$1.78 Million
0.61% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
37,571
shares
|
$1.77 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
37,553
shares
|
$1.77 Million
0.28% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,421
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
36,975
shares
|
$1.74 Million
0.72% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
36,790
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
36,457
shares
|
$1.72 Million
0.46% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
36,273
shares
|
$1.71 Million
0.85% of portfolio
|
Q2 2025
Added 6.67%
|