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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
9,301
shares
|
$438,170
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
9,200
shares
|
$433,412
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
9,199
shares
|
$433,364
0.08% of portfolio
|
Q2 2025
Reduced 79.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
9,176
shares
|
$432,281
0.0% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
9,066
shares
|
$427,099
0.13% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
9,059
shares
|
$426,769
0.2% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
8,890
shares
|
$418,807
0.05% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
8,838
shares
|
$416,358
0.19% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
8,783
shares
|
$413,767
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,750
shares
|
$412,212
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8,711
shares
|
$410,375
0.09% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
8,697
shares
|
$409,715
0.09% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
8,661
shares
|
$408,019
0.2% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
8,614
shares
|
$405,805
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
|
$404,722
0.01% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
8,558
shares
|
$403,167
0.06% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,478
shares
|
$399,398
0.03% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
8,387
shares
|
$395,111
0.2% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
8,377
shares
|
$394,640
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
8,296
shares
|
$390,824
0.09% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
8,236
shares
|
$387,997
0.21% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
8,195
shares
|
$386,066
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
8,143
shares
|
$383,616
0.24% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,131
shares
|
$383,051
0.01% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
8,058
shares
|
$379,612
0.09% of portfolio
|
Q2 2025
Reduced 2.54%
|