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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,201
shares
|
$245,019
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,172
shares
|
$243,652
0.01% of portfolio
|
Q2 2025
Added 116.13%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,151
shares
|
$242,663
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
5,138
shares
|
$242,051
0.02% of portfolio
|
Q2 2025
Reduced 77.84%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,111
shares
|
$240,779
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5,100
shares
|
$240,261
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
5,083
shares
|
$239,460
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,016
shares
|
$236,303
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
4,998
shares
|
$235,455
0.06% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,948
shares
|
$233,100
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,940
shares
|
$232,723
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
4,892
shares
|
$230,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,887
shares
|
$230,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
4,883
shares
|
$230,038
0.08% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
4,882
shares
|
$229,991
0.05% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
4,880
shares
|
$229,896
0.07% of portfolio
|
Q2 2025
Reduced 47.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,879
shares
|
$229,849
0.0% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
4,870
shares
|
$229,425
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,869
shares
|
$229,378
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
4,842
shares
|
$228,106
0.05% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,816
shares
|
$226,881
0.03% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
4,757
shares
|
$224,102
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,751
shares
|
$223,819
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
4,732
shares
|
$222,924
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
4,728
shares
|
$222,736
0.06% of portfolio
|
Q3 2025
Added 0.08%
|