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 949 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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
442,544
shares
|
$19.4 Million
9.4% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
438,749
shares
|
$19.2 Million
4.78% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
435,365
shares
|
$19.1 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
435,228
shares
|
$19.1 Million
6.94% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
427,211
shares
|
$18.7 Million
0.02% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
416,459
shares
|
$18.2 Million
0.33% of portfolio
|
Q2 2025
Added 3503.21%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
416,111
shares
|
$18.2 Million
6.98% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
404,596
shares
|
$17.7 Million
8.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
394,638
shares
|
$17.3 Million
0.04% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
390,240
shares
|
$17.1 Million
1.17% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
385,944
shares
|
$16.9 Million
1.76% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
382,435
shares
|
$16.7 Million
2.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
372,657
shares
|
$16.3 Million
1.07% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
359,964
shares
|
$15.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
359,245
shares
|
$15.7 Million
3.99% of portfolio
|
Q2 2025
Added 101.18%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
359,245
shares
|
$15.7 Million
2.16% of portfolio
|
Q2 2025
Added 1775.46%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
358,412
shares
|
$15.7 Million
4.17% of portfolio
|
Q2 2025
Added 60.07%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
357,903
shares
|
$15.7 Million
6.7% of portfolio
|
Q2 2025
Added 363.8%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
348,712
shares
|
$15.3 Million
3.68% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
346,500
shares
|
$15.2 Million
1.63% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$14.9 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
338,822
shares
|
$14.8 Million
1.24% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
334,327
shares
|
$14.6 Million
0.01% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
323,023
shares
|
$14.1 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
321,015
shares
|
$14.1 Million
0.48% of portfolio
|
Q1 2025
Added 11.0%
|