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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
157,076
shares
|
$6.88 Million
1.99% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
155,825
shares
|
$6.82 Million
3.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
155,563
shares
|
$6.81 Million
0.33% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
154,460
shares
|
$6.76 Million
2.48% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
154,315
shares
|
$6.76 Million
0.52% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
153,273
shares
|
$6.71 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
149,300
shares
|
$6.54 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
148,782
shares
|
$6.51 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
148,645
shares
|
$6.51 Million
0.22% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
145,888
shares
|
$6.39 Million
0.6% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
145,644
shares
|
$6.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
145,432
shares
|
$6.37 Million
1.36% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
144,403
shares
|
$6.32 Million
0.09% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
144,182
shares
|
$6.31 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
143,802
shares
|
$6.3 Million
0.49% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
139,914
shares
|
$6.13 Million
5.12% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
139,418
shares
|
$6.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
137,530
shares
|
$6.02 Million
0.6% of portfolio
|
Q2 2025
Reduced 94.17%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
136,020
shares
|
$5.95 Million
0.67% of portfolio
|
Q1 2023
Added 5.26%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
135,059
shares
|
$5.91 Million
1.46% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
134,049
shares
|
$5.87 Million
0.31% of portfolio
|
Q2 2025
Reduced 41.73%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
133,521
shares
|
$5.85 Million
0.46% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
133,396
shares
|
$5.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
133,308
shares
|
$5.84 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
133,082
shares
|
$5.83 Million
0.44% of portfolio
|
Q2 2025
Added 0.13%
|