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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,693
shares
|
$221,087
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,691
shares
|
$220,993
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
4,653
shares
|
$219,202
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,565
shares
|
$215,057
0.01% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
4,531
shares
|
$213,455
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,469
shares
|
$210,534
0.02% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,331
shares
|
$204,033
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
4,292
shares
|
$202,196
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,951
shares
|
$186,131
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
3,686
shares
|
$173,647
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,621
shares
|
$170,585
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
3,619
shares
|
$170,491
0.13% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,552
shares
|
$167,334
0.05% of portfolio
|
Q4 2023
Reduced 73.08%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
3,507
shares
|
$165,214
0.12% of portfolio
|
Q2 2025
Reduced 20.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$160,645
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,387
shares
|
$159,561
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,349
shares
|
$157,771
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,269
shares
|
$154,002
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$153,437
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,201
shares
|
$150,799
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,895
shares
|
$136,383
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
2,768
shares
|
$130,400
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,739
shares
|
$129,034
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,694
shares
|
$126,914
0.0% of portfolio
|
Q2 2025
Added 28.71%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,567
shares
|
$120,931
0.02% of portfolio
|
Q2 2025
Reduced 15.31%
|