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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,895
shares
|
$560,373
0.02% of portfolio
|
Q3 2022
Reduced 11.86%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
11,858
shares
|
$558,630
0.13% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
11,801
shares
|
$555,945
0.22% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
11,792
shares
|
$555,521
0.02% of portfolio
|
Q2 2025
Added 92.52%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
11,790
shares
|
$555,426
0.28% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
11,709
shares
|
$551,610
0.12% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
11,694
shares
|
$550,904
0.09% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
11,546
shares
|
$543,932
0.44% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
11,544
shares
|
$543,837
0.2% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
11,526
shares
|
$542,989
0.28% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,395
shares
|
$536,818
0.02% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
11,373
shares
|
$535,782
0.41% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,352
shares
|
$534,792
0.26% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,337
shares
|
$534,086
0.06% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
11,161
shares
|
$525,794
0.17% of portfolio
|
Q2 2025
Reduced 25.98%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
11,106
shares
|
$523,203
0.4% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
11,002
shares
|
$518,304
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,992
shares
|
$517,833
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
10,990
shares
|
$517,738
0.23% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10,976
shares
|
$517,079
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
10,911
shares
|
$514,017
0.03% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,818
shares
|
$509,635
0.05% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
10,796
shares
|
$508,599
0.01% of portfolio
|
Q2 2025
Added 68.06%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
10,747
shares
|
$506,291
0.37% of portfolio
|
Q2 2025
Reduced 38.95%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
10,678
shares
|
$503,040
0.31% of portfolio
|
Q2 2025
Added 0.74%
|