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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
133,308
shares
|
$6.28 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
133,082
shares
|
$6.27 Million
0.44% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
132,714
shares
|
$6.25 Million
2.32% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
131,302
shares
|
$6.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
130,500
shares
|
$6.15 Million
4.43% of portfolio
|
Q1 2025
Added 34.67%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
130,232
shares
|
$6.14 Million
1.4% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
129,207
shares
|
$6.09 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
127,815
shares
|
$6.02 Million
1.66% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
127,516
shares
|
$6.01 Million
0.24% of portfolio
|
Q2 2025
Added 1673.03%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
126,641
shares
|
$5.97 Million
1.41% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
124,809
shares
|
$5.88 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
118,062
shares
|
$5.56 Million
1.9% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 10, 2025 Q2 2025 |
117,593
shares
|
$5.54 Million
4.21% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
117,079
shares
|
$5.52 Million
0.92% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
115,046
shares
|
$5.42 Million
0.78% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
115,010
shares
|
$5.42 Million
1.27% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
114,689
shares
|
$5.4 Million
1.18% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
114,324
shares
|
$5.39 Million
2.29% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
113,701
shares
|
$5.36 Million
0.34% of portfolio
|
Q2 2025
Added 61.62%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
110,910
shares
|
$5.22 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
109,639
shares
|
$5.17 Million
0.72% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
109,429
shares
|
$5.16 Million
2.3% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
109,278
shares
|
$5.15 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
108,626
shares
|
$5.12 Million
3.02% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
107,144
shares
|
$5.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.65%
|