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 988 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,612
shares
|
$313,739
0.14% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
6,588
shares
|
$312,600
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,575
shares
|
$311,983
0.02% of portfolio
|
Q3 2025
Reduced 88.95%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
6,524
shares
|
$309,563
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
6,343
shares
|
$300,975
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,301
shares
|
$298,982
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
6,270
shares
|
$297,511
0.07% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
6,225
shares
|
$295,376
0.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,198
shares
|
$294,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,183
shares
|
$293,383
0.03% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
6,099
shares
|
$289,397
0.04% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
6,074
shares
|
$288,211
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
6,068
shares
|
$287,926
0.04% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
6,045
shares
|
$286,835
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
5,997
shares
|
$284,557
0.21% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
5,988
shares
|
$284,130
0.15% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,957
shares
|
$282,659
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
5,837
shares
|
$276,965
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,800
shares
|
$275,210
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,785
shares
|
$274,498
0.15% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
5,700
shares
|
$270,465
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
5,614
shares
|
$266,384
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,522
shares
|
$262,018
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,492
shares
|
$260,595
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
5,455
shares
|
$258,839
0.27% of portfolio
|
Q3 2025
Reduced 3.13%
|
|