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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
31,249
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 233.79%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
31,086
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
30,790
shares
|
$1.45 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
30,788
shares
|
$1.45 Million
0.21% of portfolio
|
Q2 2025
Added 36.86%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
30,771
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
30,391
shares
|
$1.43 Million
1.58% of portfolio
|
Q2 2025
Added 86.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
30,178
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
30,117
shares
|
$1.42 Million
0.68% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
30,073
shares
|
$1.42 Million
1.1% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
30,062
shares
|
$1.42 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
30,006
shares
|
$1.41 Million
0.62% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
29,986
shares
|
$1.41 Million
0.19% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
29,833
shares
|
$1.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
29,809
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2025
Added 100.98%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
29,800
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Added 107.67%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
29,545
shares
|
$1.39 Million
0.3% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,389
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 316.39%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
29,039
shares
|
$1.37 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
28,891
shares
|
$1.36 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,514
shares
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
Added 133.91%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
28,265
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
28,226
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
27,944
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
27,667
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|