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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
24,481
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
24,447
shares
|
$1.15 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
24,370
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Added 243.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,362
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
24,260
shares
|
$1.14 Million
0.47% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
23,999
shares
|
$1.13 Million
0.72% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
23,904
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
23,362
shares
|
$1.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,300
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 54.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,210
shares
|
$1.09 Million
0.34% of portfolio
|
Q3 2023
Reduced 40.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
22,933
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,912
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
22,866
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 97.68%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
22,770
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
22,709
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
22,642
shares
|
$1.07 Million
0.14% of portfolio
|
Q1 2025
Added 192.42%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
22,477
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
22,462
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2025
Added 50.15%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
22,422
shares
|
$1.06 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
22,363
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
22,356
shares
|
$1.05 Million
0.48% of portfolio
|
Q1 2024
Added 890.96%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
22,281
shares
|
$1.05 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
22,115
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
21,795
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
21,794
shares
|
$1.03 Million
0.27% of portfolio
|
Q2 2025
Added 0.95%
|