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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
943
shares
|
$44,424
0.01% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
939
shares
|
$44,236
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
929
shares
|
$43,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
914
shares
|
$43,058
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
885
shares
|
$41,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
851
shares
|
$40,090
0.01% of portfolio
|
Q2 2025
Added 2263.89%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
850
shares
|
$40,043
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
805
shares
|
$37,923
0.01% of portfolio
|
Q2 2025
Added 318.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
800
shares
|
$37,688
0.0% of portfolio
|
Q1 2016
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
800
shares
|
$37,688
0.02% of portfolio
|
Q2 2024
Reduced 94.36%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
756
shares
|
$35,615
0.02% of portfolio
|
Q2 2025
Reduced 71.88%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
748
shares
|
$35,238
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
673
shares
|
$31,705
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
655
shares
|
$30,857
0.03% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
621
shares
|
$29,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
610
shares
|
$28,737
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
590
shares
|
$27,794
0.0% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
561
shares
|
$26,428
0.02% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
516
shares
|
$24,308
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
500
shares
|
$23,555
0.0% of portfolio
|
Q2 2018
Reduced 14.89%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
483
shares
|
$22,754
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
479
shares
|
$22,565
0.02% of portfolio
|
Q1 2025
Reduced 89.5%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
477
shares
|
$22,471
0.01% of portfolio
|
Q2 2025
Added 64.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
473
shares
|
$22,283
0.0% of portfolio
|
Q2 2024
Added 15666.67%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
472
shares
|
$22,235
0.0% of portfolio
|
Q4 2024
Reduced 14.65%
|