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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,998
shares
|
$218,812
0.06% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,948
shares
|
$216,623
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
4,942
shares
|
$216,360
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,940
shares
|
$216,273
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
4,892
shares
|
$214,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,887
shares
|
$213,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
4,883
shares
|
$213,777
0.08% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
4,880
shares
|
$213,646
0.07% of portfolio
|
Q2 2025
Reduced 47.15%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
4,870
shares
|
$213,208
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
4,842
shares
|
$211,982
0.05% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,757
shares
|
$208,261
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,751
shares
|
$207,998
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
4,730
shares
|
$207,079
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4,724
shares
|
$206,816
0.06% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,701
shares
|
$205,809
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,691
shares
|
$205,371
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,565
shares
|
$199,855
0.01% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,469
shares
|
$195,652
0.02% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,951
shares
|
$172,974
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,621
shares
|
$158,527
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
3,619
shares
|
$158,439
0.13% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,552
shares
|
$155,506
0.05% of portfolio
|
Q4 2023
Reduced 73.08%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
3,507
shares
|
$153,536
0.12% of portfolio
|
Q2 2025
Reduced 20.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$149,289
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,387
shares
|
$148,282
0.01% of portfolio
|
Q1 2025
Added 21.01%
|