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 |
|---|---|---|---|---|---|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
187,868
shares
|
$8.85 Million
1.74% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
187,323
shares
|
$8.82 Million
1.77% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
186,765
shares
|
$8.8 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
|
$8.77 Million
1.9% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
182,962
shares
|
$8.62 Million
1.43% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
181,099
shares
|
$8.53 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
181,068
shares
|
$8.53 Million
0.08% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
180,873
shares
|
$8.52 Million
3.01% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
178,854
shares
|
$8.43 Million
0.16% of portfolio
|
Q3 2022
Added 46.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
177,710
shares
|
$8.37 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
172,962
shares
|
$8.15 Million
0.31% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
171,897
shares
|
$8.1 Million
0.29% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
171,317
shares
|
$8.07 Million
0.73% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
169,651
shares
|
$7.99 Million
3.52% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
169,489
shares
|
$7.98 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
168,969
shares
|
$7.96 Million
1.74% of portfolio
|
Q2 2025
Added 202.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
164,530
shares
|
$7.75 Million
0.36% of portfolio
|
Q2 2025
Added 39.87%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
164,055
shares
|
$7.73 Million
3.69% of portfolio
|
Q2 2025
Added 78.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163,310
shares
|
$7.69 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
161,977
shares
|
$7.63 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
161,580
shares
|
$7.61 Million
2.12% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
161,167
shares
|
$7.59 Million
0.08% of portfolio
|
Q2 2025
Added 63.24%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
160,722
shares
|
$7.57 Million
3.59% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
160,694
shares
|
$7.57 Million
2.86% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
160,391
shares
|
$7.56 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.71%
|