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 949 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 |
|---|---|---|---|---|---|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
17,388
shares
|
$761,246
0.45% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
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%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,239
shares
|
$754,723
0.33% of portfolio
|
Q1 2024
Added 6.55%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
17,125
shares
|
$749,732
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
16,916
shares
|
$740,582
0.26% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,893
shares
|
$739,575
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
16,871
shares
|
$738,612
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
|
$737,955
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
16,804
shares
|
$735,679
0.26% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
16,770
shares
|
$734,190
0.48% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
16,401
shares
|
$718,035
0.47% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,317
shares
|
$714,358
0.03% of portfolio
|
Q3 2022
Reduced 16.46%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
16,315
shares
|
$714,270
0.1% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
16,311
shares
|
$714,095
0.2% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,290
shares
|
$713,176
0.0% of portfolio
|
Q2 2025
Added 50.28%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
16,283
shares
|
$712,869
0.13% of portfolio
|
Q2 2025
Added 46.44%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
16,238
shares
|
$710,899
0.27% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,215
shares
|
$709,892
0.27% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
16,194
shares
|
$708,973
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
16,154
shares
|
$707,222
0.08% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
16,097
shares
|
$704,726
0.47% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
16,017
shares
|
$701,224
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,982
shares
|
$699,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
15,978
shares
|
$699,516
0.07% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
15,868
shares
|
$694,701
0.18% of portfolio
|
Q2 2025
Added 2.16%
|