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 925 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
39,858
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
39,605
shares
|
$1.73 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
39,434
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
39,030
shares
|
$1.71 Million
0.66% of portfolio
|
Q1 2025
Added 30.94%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
38,848
shares
|
$1.7 Million
0.74% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
38,544
shares
|
$1.69 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
38,338
shares
|
$1.68 Million
0.54% of portfolio
|
Q2 2025
Added 568.96%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
38,257
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 31.72%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
38,247
shares
|
$1.67 Million
1.43% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
37,898
shares
|
$1.66 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
37,571
shares
|
$1.64 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
37,057
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
36,790
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
36,558
shares
|
$1.6 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
36,134
shares
|
$1.58 Million
0.93% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
35,747
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Added 45.72%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,674
shares
|
$1.56 Million
0.24% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
35,495
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,217
shares
|
$1.54 Million
0.09% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
35,086
shares
|
$1.54 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
34,930
shares
|
$1.53 Million
0.77% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
34,756
shares
|
$1.52 Million
0.41% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
34,666
shares
|
$1.52 Million
0.1% of portfolio
|
Q4 2023
Added 21.83%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
34,299
shares
|
$1.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
34,023
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.7%
|