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 |
|---|---|---|---|---|---|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
22,369
shares
|
$979,314
0.36% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
22,356
shares
|
$978,745
0.5% of portfolio
|
Q1 2024
Added 890.96%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
22,289
shares
|
$975,812
0.28% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
22,235
shares
|
$973,448
0.42% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
22,115
shares
|
$968,194
0.46% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,848
shares
|
$956,505
0.17% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
21,794
shares
|
$954,141
0.27% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
21,774
shares
|
$953,265
0.42% of portfolio
|
Q2 2025
Added 84.71%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
21,766
shares
|
$952,915
0.29% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,660
shares
|
$948,274
0.05% of portfolio
|
Q4 2023
Reduced 95.84%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
21,631
shares
|
$947,005
0.17% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
21,558
shares
|
$943,809
0.31% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
21,489
shares
|
$940,788
0.01% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
21,396
shares
|
$936,716
0.19% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
20,854
shares
|
$912,988
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
20,522
shares
|
$898,453
0.4% of portfolio
|
Q2 2025
Reduced 30.67%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
20,274
shares
|
$887,595
1.58% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
20,217
shares
|
$885,100
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
20,181
shares
|
$883,524
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
20,163
shares
|
$882,736
0.2% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
20,153
shares
|
$882,298
0.1% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
19,612
shares
|
$858,613
0.01% of portfolio
|
Q2 2025
Reduced 61.35%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
19,575
shares
|
$856,993
0.34% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,470
shares
|
$852,396
0.09% of portfolio
|
Q1 2025
Reduced 24.92%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
19,445
shares
|
$851,302
0.2% of portfolio
|
Q2 2025
Reduced 25.79%
|