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 |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
29,143
shares
|
$1.28 Million
0.57% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
29,128
shares
|
$1.28 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
29,101
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
29,039
shares
|
$1.27 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
28,901
shares
|
$1.27 Million
0.58% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,514
shares
|
$1.25 Million
0.31% of portfolio
|
Q1 2025
Added 133.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
27,769
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
27,758
shares
|
$1.22 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,667
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
27,264
shares
|
$1.19 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
27,074
shares
|
$1.19 Million
0.71% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
27,035
shares
|
$1.18 Million
1.04% of portfolio
|
Q2 2025
Added 48.47%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
26,655
shares
|
$1.17 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
26,570
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 1216.65%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
26,512
shares
|
$1.16 Million
0.75% of portfolio
|
Q2 2025
Added 40.3%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
26,391
shares
|
$1.16 Million
0.41% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
26,311
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2025
Added 87.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
26,270
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
25,825
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Added 252.9%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
25,397
shares
|
$1.11 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
25,217
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
24,902
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
24,890
shares
|
$1.09 Million
0.44% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
24,844
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.12%
|