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 926 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 $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
87,915
shares
|
$3.85 Million
1.34% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
87,011
shares
|
$3.81 Million
0.11% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
86,922
shares
|
$3.81 Million
0.25% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
85,703
shares
|
$3.75 Million
0.8% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
85,455
shares
|
$3.74 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
83,770
shares
|
$3.67 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
83,382
shares
|
$3.65 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
82,222
shares
|
$3.6 Million
0.29% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
81,548
shares
|
$3.57 Million
2.44% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
81,372
shares
|
$3.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
81,182
shares
|
$3.55 Million
0.32% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,057
shares
|
$3.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
79,673
shares
|
$3.49 Million
2.44% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
79,400
shares
|
$3.48 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
79,282
shares
|
$3.47 Million
1.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
79,044
shares
|
$3.46 Million
2.29% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
78,739
shares
|
$3.45 Million
0.97% of portfolio
|
Q1 2025
Added 1402.94%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
78,335
shares
|
$3.43 Million
1.36% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
77,536
shares
|
$3.39 Million
0.09% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
77,238
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
76,838
shares
|
$3.36 Million
1.69% of portfolio
|
Q1 2025
Reduced 97.46%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
75,498
shares
|
$3.31 Million
1.61% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
75,425
shares
|
$3.3 Million
1.13% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
74,782
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
74,594
shares
|
$3.27 Million
2.54% of portfolio
|
Q1 2025
Added 2.64%
|