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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
15,486
shares
|
$677,977
0.2% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
15,483
shares
|
$677,845
0.15% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,271
shares
|
$668,564
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
15,192
shares
|
$665,105
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
15,130
shares
|
$662,391
0.0% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
15,121
shares
|
$661,997
0.23% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,070
shares
|
$659,764
0.15% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
14,999
shares
|
$656,656
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
14,869
shares
|
$650,964
0.36% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
14,832
shares
|
$649,344
0.08% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
14,828
shares
|
$649,169
0.02% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
14,635
shares
|
$640,720
0.02% of portfolio
|
Q2 2025
Added 80.15%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
14,457
shares
|
$632,927
0.27% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
14,456
shares
|
$632,883
0.04% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
14,255
shares
|
$624,083
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
14,200
shares
|
$621,676
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
14,147
shares
|
$619,355
0.1% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,140
shares
|
$619,049
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
14,084
shares
|
$616,597
0.54% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
13,911
shares
|
$609,023
0.02% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
13,904
shares
|
$608,717
0.41% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,865
shares
|
$607,009
0.01% of portfolio
|
Q3 2022
Added 35.1%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
13,759
shares
|
$602,369
0.11% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,647
shares
|
$597,465
0.01% of portfolio
|
Q2 2025
Reduced 89.94%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,640
shares
|
$597,159
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|