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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,561,642
shares
|
$73.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,491,840
shares
|
$70.3 Million
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,418,921
shares
|
$66.8 Million
0.08% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,408,001
shares
|
$66.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,382,531
shares
|
$65.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 27.43%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
1,309,169
shares
|
$61.7 Million
4.62% of portfolio
|
Q2 2025
Reduced 22.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,176,122
shares
|
$55.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
1,141,575
shares
|
$53.8 Million
1.22% of portfolio
|
Q2 2025
Added 686.16%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,138,987
shares
|
$53.7 Million
1.53% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,102,828
shares
|
$52 Million
0.01% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,054,166
shares
|
$49.7 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
996,962
shares
|
$47 Million
4.13% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
985,350
shares
|
$46.4 Million
0.37% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
984,214
shares
|
$46.4 Million
5.17% of portfolio
|
Q2 2025
Added 54.69%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
896,191
shares
|
$42.2 Million
4.76% of portfolio
|
Q3 2025
Added 54.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
863,739
shares
|
$40.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
858,301
shares
|
$40.4 Million
7.37% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
831,978
shares
|
$39.2 Million
0.18% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
810,340
shares
|
$38.2 Million
2.88% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
800,152
shares
|
$37.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
786,093
shares
|
$37 Million
0.04% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
783,482
shares
|
$36.9 Million
3.82% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
757,286
shares
|
$35.7 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
749,472
shares
|
$35.3 Million
0.0% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
733,297
shares
|
$34.5 Million
0.1% of portfolio
|
Q2 2025
Added 41.56%
|