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 |
|---|---|---|---|---|---|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
36,134
shares
|
$1.7 Million
0.89% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,674
shares
|
$1.68 Million
0.24% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
35,561
shares
|
$1.68 Million
2.27% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
35,358
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
35,086
shares
|
$1.65 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
34,930
shares
|
$1.65 Million
0.28% of portfolio
|
Q2 2025
Added 50.34%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
34,930
shares
|
$1.65 Million
0.77% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
34,756
shares
|
$1.64 Million
0.41% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
34,666
shares
|
$1.63 Million
0.1% of portfolio
|
Q4 2023
Added 21.83%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
34,299
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
33,901
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
33,825
shares
|
$1.59 Million
0.11% of portfolio
|
Q2 2025
Added 329.41%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
33,754
shares
|
$1.59 Million
0.14% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
33,733
shares
|
$1.59 Million
0.47% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,715
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 28.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
33,640
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
33,176
shares
|
$1.56 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
32,959
shares
|
$1.55 Million
0.22% of portfolio
|
Q3 2025
Reduced 48.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
32,747
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
32,600
shares
|
$1.54 Million
0.6% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
32,476
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,021
shares
|
$1.51 Million
0.28% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
31,441
shares
|
$1.48 Million
0.89% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Oct 16, 2025 Q3 2025 |
31,416
shares
|
$1.48 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
31,297
shares
|
$1.47 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.63%
|