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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
21,746
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,660
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2023
Reduced 95.84%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
21,558
shares
|
$1.02 Million
0.31% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,486
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
21,416
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
21,313
shares
|
$1 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
21,236
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
20,643
shares
|
$972,491
0.18% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
20,591
shares
|
$970,042
0.79% of portfolio
|
Q3 2025
Added 15.3%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
20,395
shares
|
$960,808
0.06% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
20,363
shares
|
$959,300
0.18% of portfolio
|
Q2 2025
Reduced 38.69%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
20,356
shares
|
$958,971
0.07% of portfolio
|
Q2 2025
Reduced 76.58%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
20,329
shares
|
$957,699
0.04% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
20,274
shares
|
$955,108
1.58% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
20,153
shares
|
$949,407
0.11% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
20,021
shares
|
$943,189
0.05% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
19,997
shares
|
$942,058
0.02% of portfolio
|
Q2 2025
Added 51.84%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
19,923
shares
|
$938,572
0.2% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
19,833
shares
|
$934,332
0.35% of portfolio
|
Q2 2025
Added 39.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
19,612
shares
|
$923,921
0.01% of portfolio
|
Q2 2025
Reduced 61.35%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
19,577
shares
|
$922,272
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
19,445
shares
|
$916,053
0.21% of portfolio
|
Q2 2025
Reduced 25.79%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
19,405
shares
|
$914,169
1.99% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
19,400
shares
|
$913,934
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
19,372
shares
|
$912,614
0.22% of portfolio
|
Q2 2025
Reduced 4.01%
|