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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
7,933
shares
|
$347,306
0.14% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
7,920
shares
|
$346,737
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
7,898
shares
|
$345,774
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
7,806
shares
|
$341,746
0.23% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,748
shares
|
$339,207
0.0% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
7,729
shares
|
$338,375
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
7,639
shares
|
$334,435
0.09% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
7,575
shares
|
$331,633
0.11% of portfolio
|
Q2 2025
Reduced 38.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,530
shares
|
$329,663
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
|
$328,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
7,476
shares
|
$327,299
0.09% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
7,475
shares
|
$327,255
0.17% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
7,466
shares
|
$326,861
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
7,445
shares
|
$325,942
0.19% of portfolio
|
Q2 2024
Reduced 51.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
7,326
shares
|
$320,732
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
|
$319,112
0.18% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
7,286
shares
|
$318,981
0.16% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,213
shares
|
$315,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,195
shares
|
$314,997
0.01% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,131
shares
|
$312,195
0.06% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
7,100
shares
|
$310,838
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
7,063
shares
|
$309,218
0.0% of portfolio
|
Q1 2025
Reduced 40.52%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,006
shares
|
$306,722
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
6,984
shares
|
$305,759
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$300,768
0.13% of portfolio
|
Q2 2024
New holding
|