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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 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%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,419
shares
|
$456,143
0.0% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,408
shares
|
$455,662
0.18% of portfolio
|
Q4 2022
Added 4.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,318
shares
|
$451,722
0.01% of portfolio
|
Q2 2025
Reduced 70.93%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
10,267
shares
|
$449,489
0.23% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
10,219
shares
|
$447,387
0.11% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
10,160
shares
|
$444,804
0.0% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
10,076
shares
|
$441,127
0.03% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
9,985
shares
|
$437,143
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,953
shares
|
$435,742
0.07% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,842
shares
|
$430,882
0.02% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,824
shares
|
$430,094
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,790
shares
|
$428,606
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
9,728
shares
|
$425,891
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
9,723
shares
|
$425,672
0.4% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
9,698
shares
|
$424,578
0.09% of portfolio
|
Q4 2022
Added 41.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
9,682
shares
|
$423,877
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
9,649
shares
|
$422,433
0.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
9,641
shares
|
$422,082
0.08% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,500
shares
|
$415,910
0.02% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
9,400
shares
|
$411,532
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
9,367
shares
|
$410,087
0.42% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
9,301
shares
|
$407,197
0.15% of portfolio
|
Q2 2025
New holding
|