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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,322
shares
|
$816,039
0.12% of portfolio
|
Q1 2024
Reduced 13.21%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,239
shares
|
$812,129
0.33% of portfolio
|
Q1 2024
Added 6.55%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
17,125
shares
|
$806,758
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
17,125
shares
|
$806,758
0.22% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
16,916
shares
|
$796,912
0.26% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
16,909
shares
|
$796,582
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
16,871
shares
|
$794,792
0.06% of portfolio
|
Q2 2025
Added 188.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
16,856
shares
|
$794,086
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
16,804
shares
|
$791,636
0.26% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
16,770
shares
|
$790,034
0.48% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
16,401
shares
|
$772,651
0.47% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,317
shares
|
$768,693
0.03% of portfolio
|
Q3 2022
Reduced 16.46%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
16,315
shares
|
$768,599
0.1% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
16,311
shares
|
$768,411
0.2% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,290
shares
|
$767,421
0.0% of portfolio
|
Q2 2025
Added 50.28%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,215
shares
|
$763,888
0.27% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
16,194
shares
|
$762,899
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
16,150
shares
|
$760,826
0.08% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
16,097
shares
|
$758,329
0.47% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
16,017
shares
|
$754,560
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,982
shares
|
$752,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
15,868
shares
|
$747,541
0.18% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,807
shares
|
$744,667
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
15,727
shares
|
$740,898
0.29% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
15,607
shares
|
$735,245
0.06% of portfolio
|
Q2 2025
Reduced 3.8%
|