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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
315,237
shares
|
$13.8 Million
2.94% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
313,120
shares
|
$13.7 Million
5.73% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
313,052
shares
|
$13.7 Million
1.36% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
297,561
shares
|
$13 Million
6.65% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
295,420
shares
|
$12.9 Million
0.74% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
288,104
shares
|
$12.6 Million
2.42% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
282,264
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2025
Added 169.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
280,427
shares
|
$12.3 Million
0.48% of portfolio
|
Q2 2025
Added 130.48%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
278,646
shares
|
$12.2 Million
1.13% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
273,424
shares
|
$12 Million
2.35% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
269,684
shares
|
$11.8 Million
0.37% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
269,039
shares
|
$11.8 Million
3.51% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
268,640
shares
|
$11.8 Million
6.05% of portfolio
|
Q2 2025
Added 81.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
264,670
shares
|
$11.6 Million
0.78% of portfolio
|
Q2 2025
Added 34.59%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
263,223
shares
|
$11.5 Million
6.86% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
263,116
shares
|
$11.5 Million
0.74% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
259,425
shares
|
$11.4 Million
0.29% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
258,992
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
258,247
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Added 78.86%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
256,542
shares
|
$11.2 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
253,600
shares
|
$11.1 Million
3.2% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
245,600
shares
|
$10.8 Million
5.46% of portfolio
|
Q1 2023
Added 7.56%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
241,408
shares
|
$10.6 Million
9.59% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
240,225
shares
|
$10.5 Million
4.88% of portfolio
|
Q2 2025
Added 93.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
238,723
shares
|
$10.5 Million
0.52% of portfolio
|
Q2 2025
Added 11.34%
|