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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
19,323
shares
|
$845,960
0.58% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
19,169
shares
|
$839,218
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
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%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
18,834
shares
|
$824,552
0.07% of portfolio
|
Q2 2025
Added 26.15%
|
|
|
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%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
18,620
shares
|
$815,183
0.4% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
18,486
shares
|
$809,317
0.14% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
18,408
shares
|
$805,902
0.07% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
18,317
shares
|
$801,918
0.08% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
18,257
shares
|
$799,291
0.13% of portfolio
|
Q2 2025
Added 41.16%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
18,179
shares
|
$795,876
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
18,152
shares
|
$794,694
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
18,078
shares
|
$791,454
0.24% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
17,979
shares
|
$787,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,467
shares
|
$764,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
17,440
shares
|
$763,523
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
17,395
shares
|
$761,553
0.03% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
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%
|