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 938 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $9.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,557,435
shares
|
$68.2 Million
0.1% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,472,993
shares
|
$64.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,468,987
shares
|
$64.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,418,921
shares
|
$62.1 Million
0.08% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,416,134
shares
|
$62 Million
0.14% of portfolio
|
Q2 2025
Added 95.33%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,382,531
shares
|
$60.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 27.43%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
1,141,575
shares
|
$50 Million
1.22% of portfolio
|
Q2 2025
Added 686.16%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,138,987
shares
|
$49.9 Million
1.53% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,054,166
shares
|
$46.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,042,018
shares
|
$45.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
996,962
shares
|
$43.6 Million
4.13% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
984,214
shares
|
$43.1 Million
5.17% of portfolio
|
Q2 2025
Added 54.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
863,739
shares
|
$37.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
858,301
shares
|
$37.6 Million
7.37% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
854,140
shares
|
$37.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
831,978
shares
|
$36.4 Million
0.18% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
812,518
shares
|
$35.6 Million
0.08% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
810,340
shares
|
$35.5 Million
2.88% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
800,152
shares
|
$35 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
783,482
shares
|
$34.3 Million
3.82% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
757,286
shares
|
$33.2 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
749,472
shares
|
$32.8 Million
0.0% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
733,297
shares
|
$32.1 Million
0.1% of portfolio
|
Q2 2025
Added 41.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
730,558
shares
|
$32 Million
0.18% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
688,270
shares
|
$30.1 Million
0.7% of portfolio
|
Q2 2025
Added 12.19%
|