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 938 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 |
|---|---|---|---|---|---|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
230,593
shares
|
$10.1 Million
2.65% of portfolio
|
Q2 2025
Added 140.34%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
229,650
shares
|
$10.1 Million
3.86% of portfolio
|
Q2 2025
Added 70.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
229,145
shares
|
$10 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
226,218
shares
|
$9.9 Million
2.3% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
223,600
shares
|
$9.79 Million
2.17% of portfolio
|
Q2 2025
Added 200.03%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
221,212
shares
|
$9.68 Million
1.14% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
218,849
shares
|
$9.58 Million
0.67% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
215,528
shares
|
$9.44 Million
1.59% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
213,135
shares
|
$9.33 Million
0.22% of portfolio
|
Q2 2025
Added 65.54%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
210,942
shares
|
$9.24 Million
1.34% of portfolio
|
Q2 2025
Added 66.94%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
203,823
shares
|
$8.92 Million
0.79% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
203,091
shares
|
$8.89 Million
0.94% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
202,453
shares
|
$8.86 Million
0.01% of portfolio
|
Q1 2025
Added 54.93%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
200,791
shares
|
$8.79 Million
3.58% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
200,763
shares
|
$8.79 Million
4.05% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
194,625
shares
|
$8.52 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
191,668
shares
|
$8.39 Million
0.27% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
191,535
shares
|
$8.39 Million
3.6% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
190,647
shares
|
$8.35 Million
0.18% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
188,283
shares
|
$8.24 Million
1.96% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
187,868
shares
|
$8.22 Million
1.74% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
187,323
shares
|
$8.2 Million
1.77% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
186,765
shares
|
$8.18 Million
0.03% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
186,248
shares
|
$8.15 Million
1.9% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
184,599
shares
|
$8.08 Million
1.6% of portfolio
|
Q2 2025
Added 14.25%
|