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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
5,718
shares
|
$250,334
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,700
shares
|
$249,546
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,641
shares
|
$246,962
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
|
$246,525
0.08% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
5,614
shares
|
$245,780
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,492
shares
|
$240,439
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,486
shares
|
$240,177
0.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,483
shares
|
$240,045
0.14% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,482
shares
|
$240,001
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
5,402
shares
|
$236,499
0.13% of portfolio
|
Q2 2025
Reduced 43.88%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
5,317
shares
|
$232,778
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,316
shares
|
$232,734
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
5,307
shares
|
$232,340
0.09% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
5,306
shares
|
$232,296
0.22% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,302
shares
|
$232,121
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
5,250
shares
|
$229,845
0.05% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
5,209
shares
|
$228,050
0.07% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
5,205
shares
|
$227,874
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,201
shares
|
$227,699
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,172
shares
|
$226,430
0.01% of portfolio
|
Q2 2025
Added 116.13%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,151
shares
|
$225,510
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,111
shares
|
$223,759
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5,100
shares
|
$223,278
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
5,083
shares
|
$222,533
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,016
shares
|
$219,600
0.01% of portfolio
|
Q2 2025
New holding
|