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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
9,104
shares
|
$398,573
0.24% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
9,059
shares
|
$396,603
0.2% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
8,890
shares
|
$389,204
0.05% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
8,806
shares
|
$385,526
0.19% of portfolio
|
Q1 2025
Added 1504.01%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
8,783
shares
|
$384,519
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,750
shares
|
$383,075
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
8,708
shares
|
$381,236
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,686
shares
|
$380,273
0.14% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
8,661
shares
|
$379,178
0.2% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
8,614
shares
|
$377,120
0.01% of portfolio
|
Q2 2025
Added 65.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,591
shares
|
$376,113
0.01% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
8,484
shares
|
$371,429
0.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,478
shares
|
$371,166
0.03% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,416
shares
|
$368,452
0.01% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
8,296
shares
|
$363,198
0.09% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
8,236
shares
|
$360,572
0.21% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
8,195
shares
|
$358,777
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,175
shares
|
$357,901
0.05% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
8,143
shares
|
$356,500
0.24% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
8,058
shares
|
$352,779
0.09% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,028
shares
|
$351,465
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
8,000
shares
|
$350,240
0.08% of portfolio
|
Q2 2023
Reduced 4.65%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7,976
shares
|
$349,189
0.1% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
7,969
shares
|
$348,882
0.15% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
7,945
shares
|
$347,832
0.12% of portfolio
|
Q2 2025
Reduced 13.82%
|