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 949 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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
688,119
shares
|
$30.1 Million
3.33% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
681,809
shares
|
$29.8 Million
2.25% of portfolio
|
Q2 2025
New holding
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
680,445
shares
|
$29.8 Million
1.88% of portfolio
|
Q2 2025
Added 134.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
661,833
shares
|
$29 Million
0.7% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
642,999
shares
|
$28.2 Million
0.08% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
640,614
shares
|
$28 Million
9.92% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
638,692
shares
|
$28 Million
0.25% of portfolio
|
Q2 2025
Added 43.2%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
630,359
shares
|
$27.6 Million
4.97% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
620,843
shares
|
$27.2 Million
0.63% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
619,879
shares
|
$27.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
616,373
shares
|
$27 Million
1.18% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
614,170
shares
|
$26.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
607,931
shares
|
$26.6 Million
1.4% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
601,225
shares
|
$26.3 Million
1.77% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
597,221
shares
|
$26.1 Million
1.2% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
585,722
shares
|
$25.6 Million
5.27% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
585,057
shares
|
$25.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
581,753
shares
|
$25.5 Million
2.94% of portfolio
|
Q2 2025
Added 25.84%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
571,790
shares
|
$25 Million
2.27% of portfolio
|
Q4 2023
Added 12.36%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
569,181
shares
|
$24.9 Million
2.39% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
548,067
shares
|
$24 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
511,500
shares
|
$22.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
486,126
shares
|
$21.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
462,963
shares
|
$20.3 Million
4.56% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
449,585
shares
|
$19.7 Million
1.41% of portfolio
|
Q1 2025
Added 15.24%
|