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 |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
74,527
shares
|
$3.26 Million
0.73% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
74,478
shares
|
$3.26 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
74,046
shares
|
$3.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
73,771
shares
|
$3.23 Million
0.26% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
73,387
shares
|
$3.21 Million
0.57% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
73,074
shares
|
$3.2 Million
0.25% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
72,752
shares
|
$3.19 Million
6.75% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
72,718
shares
|
$3.18 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
72,608
shares
|
$3.18 Million
2.97% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
72,084
shares
|
$3.16 Million
0.59% of portfolio
|
Q1 2025
Reduced 78.38%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
70,574
shares
|
$3.09 Million
1.03% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
70,350
shares
|
$3.08 Million
0.21% of portfolio
|
Q1 2025
Added 44.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
69,125
shares
|
$3.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
69,087
shares
|
$3.02 Million
0.76% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
68,415
shares
|
$3 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
68,243
shares
|
$2.99 Million
1.87% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
68,213
shares
|
$2.99 Million
1.47% of portfolio
|
Q1 2025
Reduced 45.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
68,167
shares
|
$2.98 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
67,970
shares
|
$2.98 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
67,678
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
67,676
shares
|
$2.96 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
67,340
shares
|
$2.95 Million
2.67% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
67,092
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
66,534
shares
|
$2.91 Million
0.9% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
66,516
shares
|
$2.91 Million
0.18% of portfolio
|
Q1 2025
Added 4.27%
|