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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
238,723
shares
|
$11.2 Million
0.52% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
237,808
shares
|
$11.2 Million
1.9% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
234,021
shares
|
$11 Million
2.32% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
229,650
shares
|
$10.8 Million
3.86% of portfolio
|
Q2 2025
Added 70.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
229,145
shares
|
$10.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
227,403
shares
|
$10.7 Million
0.84% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
225,707
shares
|
$10.6 Million
2.21% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
221,212
shares
|
$10.4 Million
1.14% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
220,439
shares
|
$10.4 Million
2.54% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
218,849
shares
|
$10.3 Million
0.67% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
216,284
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
215,528
shares
|
$10.2 Million
1.59% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
210,942
shares
|
$9.94 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
|
$9.6 Million
0.79% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
200,791
shares
|
$9.46 Million
3.58% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
200,763
shares
|
$9.46 Million
4.05% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
200,646
shares
|
$9.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
197,777
shares
|
$9.32 Million
0.09% of portfolio
|
Q2 2025
Added 46.83%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
195,998
shares
|
$9.23 Million
1.67% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
194,625
shares
|
$9.17 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
192,507
shares
|
$9.07 Million
0.2% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
191,668
shares
|
$9.03 Million
0.27% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
191,535
shares
|
$9.02 Million
3.6% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
188,699
shares
|
$8.89 Million
3.07% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
188,283
shares
|
$8.87 Million
1.96% of portfolio
|
Q2 2025
Reduced 37.24%
|