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 923 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $8.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
157
shares
|
$6,713
0.0% of portfolio
|
Q2 2022
Reduced 60.35%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
150
shares
|
$6,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
141
shares
|
$6,029
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
140
shares
|
$5,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
139
shares
|
$5,943
0.0% of portfolio
|
Q4 2022
Added 61.63%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
136
shares
|
$5,815
0.0% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
132
shares
|
$5,644
0.0% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
132
shares
|
$5,644
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
119
shares
|
$5,088
0.0% of portfolio
|
Q1 2025
Added 124.53%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
111
shares
|
$4,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
106
shares
|
$4,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
104
shares
|
$4,447
0.0% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
88
shares
|
$3,762
0.0% of portfolio
|
Q2 2021
Reduced 47.62%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
75
shares
|
$3,207
0.0% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
72
shares
|
$3,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
72
shares
|
$3,078
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
70
shares
|
$2,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
70
shares
|
$2,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
65
shares
|
$2,779
0.0% of portfolio
|
Q3 2024
Reduced 59.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
64
shares
|
$2,736
0.0% of portfolio
|
Q1 2025
Reduced 85.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
63
shares
|
$2,693
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
60
shares
|
$2,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
60
shares
|
$2,565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
59
shares
|
$2,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
58
shares
|
$2,480
0.0% of portfolio
|
Q1 2025
New holding
|