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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,705
shares
|
$512,444
0.04% of portfolio
|
Q2 2025
Added 37.09%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
11,694
shares
|
$511,963
0.09% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,565
shares
|
$506,315
0.02% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
11,544
shares
|
$505,396
0.2% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
11,526
shares
|
$504,608
0.28% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,395
shares
|
$498,873
0.02% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
11,375
shares
|
$497,997
0.07% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
11,373
shares
|
$497,909
0.41% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,352
shares
|
$496,990
0.26% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,337
shares
|
$496,333
0.06% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
11,161
shares
|
$488,628
0.17% of portfolio
|
Q2 2025
Reduced 25.98%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
11,106
shares
|
$486,220
0.4% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
11,002
shares
|
$481,667
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
10,990
shares
|
$481,142
0.23% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10,976
shares
|
$480,529
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
10,936
shares
|
$478,778
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
10,911
shares
|
$477,683
0.03% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,818
shares
|
$473,612
0.05% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
10,796
shares
|
$472,648
0.01% of portfolio
|
Q2 2025
Added 68.06%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
10,678
shares
|
$467,482
0.31% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
10,672
shares
|
$467,220
0.0% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
10,586
shares
|
$463,455
0.4% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
10,566
shares
|
$462,579
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,511
shares
|
$460,171
0.01% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
10,427
shares
|
$456,494
0.45% of portfolio
|
Q2 2025
Added 8.58%
|