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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
27,270
shares
|
$1.28 Million
0.36% of portfolio
|
Q2 2025
Reduced 31.15%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
27,264
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
27,207
shares
|
$1.28 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
27,119
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
27,074
shares
|
$1.28 Million
0.71% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
27,035
shares
|
$1.27 Million
1.04% of portfolio
|
Q2 2025
Added 48.47%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
26,940
shares
|
$1.27 Million
0.28% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
26,857
shares
|
$1.27 Million
0.32% of portfolio
|
Q2 2025
Reduced 65.89%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
26,586
shares
|
$1.25 Million
0.12% of portfolio
|
Q2 2025
Added 95.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
26,570
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Added 1216.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
26,530
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
26,512
shares
|
$1.25 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
|
$1.24 Million
0.41% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
26,201
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Added 88.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
26,039
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Added 68423.68%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
25,907
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 90.16%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
25,610
shares
|
$1.21 Million
0.49% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
25,397
shares
|
$1.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
25,217
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
25,083
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
24,772
shares
|
$1.17 Million
0.47% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
24,752
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
24,698
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
24,665
shares
|
$1.16 Million
0.28% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,505
shares
|
$1.15 Million
0.67% of portfolio
|
Q3 2023
New holding
|