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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
19,400
shares
|
$849,332
0.05% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
19,197
shares
|
$840,444
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
19,155
shares
|
$838,605
0.14% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
18,913
shares
|
$828,011
0.06% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,911
shares
|
$827,923
0.09% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
18,885
shares
|
$826,785
0.3% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
18,861
shares
|
$825,734
0.24% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
18,821
shares
|
$823,983
0.2% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
18,706
shares
|
$818,948
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
18,620
shares
|
$815,183
0.4% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
18,345
shares
|
$803,144
1.85% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
18,245
shares
|
$798,766
0.06% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
18,204
shares
|
$796,971
0.0% of portfolio
|
Q1 2025
Added 15327.12%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
18,179
shares
|
$795,876
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
18,173
shares
|
$795,613
0.07% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
18,087
shares
|
$791,848
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
18,078
shares
|
$791,454
0.24% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
17,859
shares
|
$781,867
0.68% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
17,830
shares
|
$780,597
0.0% of portfolio
|
Q1 2025
Added 478.15%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
17,731
shares
|
$776,263
0.46% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
17,608
shares
|
$770,878
0.05% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
17,604
shares
|
$770,703
0.65% of portfolio
|
Q1 2025
Added 60.88%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
17,428
shares
|
$762,997
0.46% of portfolio
|
Q1 2025
Added 34.32%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
17,415
shares
|
$762,428
0.51% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,322
shares
|
$758,357
0.12% of portfolio
|
Q1 2024
Reduced 13.21%
|