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 924 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
102,363
shares
|
$4.48 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
102,242
shares
|
$4.48 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
101,647
shares
|
$4.45 Million
0.88% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
101,539
shares
|
$4.45 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
100,995
shares
|
$4.42 Million
0.71% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
100,737
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
99,848
shares
|
$4.37 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
99,324
shares
|
$4.35 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
98,614
shares
|
$4.32 Million
0.32% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
98,207
shares
|
$4.3 Million
0.29% of portfolio
|
Q1 2025
Added 1324.53%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
97,994
shares
|
$4.29 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
96,702
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
96,170
shares
|
$4.21 Million
2.66% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
95,498
shares
|
$4.18 Million
0.04% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
94,917
shares
|
$4.16 Million
1.96% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
93,236
shares
|
$4.08 Million
3.07% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
92,200
shares
|
$4.04 Million
0.5% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
90,652
shares
|
$3.97 Million
0.25% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
90,322
shares
|
$3.95 Million
3.76% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
90,265
shares
|
$3.95 Million
2.28% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
90,260
shares
|
$3.95 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
89,842
shares
|
$3.93 Million
1.19% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
89,296
shares
|
$3.91 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
89,133
shares
|
$3.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
88,340
shares
|
$3.87 Million
1.65% of portfolio
|
Q2 2025
Reduced 37.96%
|