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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
15,486
shares
|
$729,545
0.2% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
15,335
shares
|
$722,431
0.01% of portfolio
|
Q3 2025
Reduced 51.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,271
shares
|
$719,416
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
15,192
shares
|
$715,695
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
15,130
shares
|
$712,774
0.0% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
15,121
shares
|
$712,350
0.23% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,070
shares
|
$709,947
0.15% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
14,894
shares
|
$701,656
0.2% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,878
shares
|
$700,902
0.36% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
14,635
shares
|
$689,454
0.02% of portfolio
|
Q2 2025
Added 80.15%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
14,456
shares
|
$681,022
0.04% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
14,277
shares
|
$672,589
0.22% of portfolio
|
Q3 2025
Added 188.89%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
14,255
shares
|
$671,553
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
14,200
shares
|
$668,962
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
14,147
shares
|
$666,465
0.1% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,140
shares
|
$666,135
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
14,084
shares
|
$663,497
0.54% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
13,911
shares
|
$655,347
0.02% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
13,904
shares
|
$655,017
0.41% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,865
shares
|
$653,180
0.01% of portfolio
|
Q3 2022
Added 35.1%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,809
shares
|
$650,541
0.04% of portfolio
|
Q3 2025
Reduced 31.7%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
13,759
shares
|
$648,186
0.11% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,647
shares
|
$642,910
0.01% of portfolio
|
Q2 2025
Reduced 89.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
13,626
shares
|
$641,920
0.28% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
13,619
shares
|
$641,591
0.0% of portfolio
|
Q1 2025
Reduced 3.43%
|