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 988 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,207
shares
|
$531,772
0.06% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,051
shares
|
$524,369
0.01% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
11,002
shares
|
$522,044
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,992
shares
|
$521,570
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
10,976
shares
|
$520,811
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
10,955
shares
|
$519,814
0.24% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
10,911
shares
|
$517,726
0.01% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
10,907
shares
|
$517,537
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
10,818
shares
|
$513,314
0.33% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
10,780
shares
|
$511,511
0.04% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,566
shares
|
$501,356
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
10,538
shares
|
$500,028
0.15% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
10,527
shares
|
$499,506
0.37% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,499
shares
|
$498,177
0.07% of portfolio
|
Q3 2025
Added 30.78%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
10,426
shares
|
$494,713
0.23% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
10,419
shares
|
$494,381
0.0% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,408
shares
|
$493,859
0.18% of portfolio
|
Q4 2022
Added 4.45%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,406
shares
|
$493,764
0.0% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
10,364
shares
|
$491,771
0.2% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
10,183
shares
|
$483,183
0.04% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,155
shares
|
$481,854
0.01% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
10,140
shares
|
$481,143
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
10,089
shares
|
$478,723
0.42% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,076
shares
|
$478,106
0.03% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,900
shares
|
$469,755
0.03% of portfolio
|
Q3 2025
Reduced 48.97%
|
|