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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,349
shares
|
$146,619
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,269
shares
|
$143,116
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$142,591
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,201
shares
|
$140,139
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,895
shares
|
$126,743
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,768
shares
|
$121,183
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,739
shares
|
$119,913
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,694
shares
|
$117,943
0.0% of portfolio
|
Q2 2025
Added 28.71%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,567
shares
|
$112,383
0.02% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,530
shares
|
$110,763
0.03% of portfolio
|
Q2 2025
Added 60.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,350
shares
|
$102,883
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,136
shares
|
$93,514
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
2,124
shares
|
$92,988
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,989
shares
|
$87,078
0.04% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,914
shares
|
$83,794
0.03% of portfolio
|
Q2 2025
Added 268.79%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,837
shares
|
$80,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
1,814
shares
|
$79,416
0.07% of portfolio
|
Q2 2025
Added 42.39%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,795
shares
|
$78,585
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,770
shares
|
$77,490
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,723
shares
|
$75,432
0.02% of portfolio
|
Q4 2024
Added 83.69%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,578
shares
|
$69,084
0.06% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,577
shares
|
$69,041
0.03% of portfolio
|
Q2 2025
Reduced 91.64%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,557
shares
|
$68,165
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,424
shares
|
$62,342
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
1,243
shares
|
$54,418
0.04% of portfolio
|
Q4 2024
New holding
|