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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,028
shares
|
$378,199
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
8,000
shares
|
$376,880
0.08% of portfolio
|
Q2 2023
Reduced 4.65%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
8,000
shares
|
$376,880
0.06% of portfolio
|
Q3 2025
Reduced 69.02%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
7,977
shares
|
$375,796
0.03% of portfolio
|
Q2 2025
Reduced 50.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7,976
shares
|
$375,749
0.1% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
7,969
shares
|
$375,419
0.15% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
7,945
shares
|
$374,288
0.12% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
7,933
shares
|
$373,723
0.14% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
7,898
shares
|
$372,074
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,748
shares
|
$365,008
0.0% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
7,729
shares
|
$364,113
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
7,639
shares
|
$359,873
0.09% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,584
shares
|
$357,282
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,530
shares
|
$354,738
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
7,510
shares
|
$353,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
7,476
shares
|
$352,194
0.09% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
7,466
shares
|
$351,723
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
7,445
shares
|
$350,733
0.19% of portfolio
|
Q2 2024
Reduced 51.87%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
7,385
shares
|
$347,907
0.17% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
7,326
shares
|
$345,127
0.0% of portfolio
|
Q1 2025
Added 23.98%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
7,289
shares
|
$343,384
0.18% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
7,286
shares
|
$343,243
0.16% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
7,213
shares
|
$339,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,157
shares
|
$337,166
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
7,100
shares
|
$334,481
0.01% of portfolio
|
Q3 2022
New holding
|