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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250
shares
|
$11,777
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
240
shares
|
$11,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
239
shares
|
$11,259
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
238
shares
|
$11,212
0.0% of portfolio
|
Q3 2024
Reduced 51.23%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
236
shares
|
$11,117
0.0% of portfolio
|
Q2 2025
Added 43.03%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
230
shares
|
$10,835
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
220
shares
|
$10,364
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
200
shares
|
$9,422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
200
shares
|
$9,422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
196
shares
|
$9,233
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
196
shares
|
$9,233
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
195
shares
|
$9,186
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
174
shares
|
$8,197
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
167
shares
|
$7,867
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
158
shares
|
$7,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
157
shares
|
$7,396
0.0% of portfolio
|
Q2 2022
Reduced 60.35%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
156
shares
|
$7,349
0.0% of portfolio
|
Q2 2025
Reduced 56.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
140
shares
|
$6,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
139
shares
|
$6,548
0.0% of portfolio
|
Q4 2022
Added 61.63%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
136
shares
|
$6,406
0.0% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
132
shares
|
$6,218
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
132
shares
|
$6,218
0.0% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
128
shares
|
$6,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
119
shares
|
$5,606
0.0% of portfolio
|
Q1 2025
Added 124.53%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
117
shares
|
$5,511
0.0% of portfolio
|
Q3 2025
Added 172.09%
|