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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,640
shares
|
$597,159
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
13,626
shares
|
$596,546
0.28% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
13,619
shares
|
$596,239
0.0% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
13,487
shares
|
$590,460
0.43% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,463
shares
|
$589,410
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
13,176
shares
|
$576,845
0.21% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
13,080
shares
|
$572,642
0.41% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
12,958
shares
|
$567,301
0.1% of portfolio
|
Q2 2025
Added 106.47%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
12,911
shares
|
$565,243
0.19% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$562,266
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
12,565
shares
|
$550,095
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,537
shares
|
$548,869
0.04% of portfolio
|
Q4 2022
Added 6.68%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
12,521
shares
|
$548,169
0.52% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
12,485
shares
|
$546,593
0.04% of portfolio
|
Q3 2023
Reduced 7.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,441
shares
|
$544,666
0.01% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
12,263
shares
|
$536,874
0.24% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
12,255
shares
|
$536,523
0.05% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
12,250
shares
|
$536,305
0.09% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
12,166
shares
|
$532,627
0.22% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,162
shares
|
$532,452
0.65% of portfolio
|
Q3 2022
Added 1.66%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,073
shares
|
$528,555
0.24% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
12,058
shares
|
$527,899
0.06% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
12,002
shares
|
$525,447
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,895
shares
|
$520,763
0.02% of portfolio
|
Q3 2022
Reduced 11.86%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
11,858
shares
|
$519,143
0.13% of portfolio
|
Q2 2025
Added 4.25%
|