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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,904
shares
|
$278,137
0.03% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
5,850
shares
|
$275,593
0.35% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
5,812
shares
|
$273,803
0.06% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,800
shares
|
$273,238
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
5,776
shares
|
$272,107
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
5,760
shares
|
$271,353
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,700
shares
|
$268,527
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
5,700
shares
|
$268,527
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,641
shares
|
$265,747
0.02% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
5,631
shares
|
$265,276
0.08% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
5,614
shares
|
$264,475
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,492
shares
|
$258,728
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,486
shares
|
$258,445
0.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,482
shares
|
$258,257
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
5,441
shares
|
$256,325
0.14% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
5,437
shares
|
$256,137
0.05% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
5,402
shares
|
$254,488
0.13% of portfolio
|
Q2 2025
Reduced 43.88%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
5,317
shares
|
$250,483
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
5,311
shares
|
$250,201
0.08% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
5,307
shares
|
$250,012
0.09% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
5,306
shares
|
$249,965
0.22% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,302
shares
|
$249,777
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
5,209
shares
|
$245,395
0.07% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
5,205
shares
|
$245,207
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
5,204
shares
|
$245,160
0.19% of portfolio
|
Q3 2025
New holding
|