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 |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
7,289
shares
|
$319,112
0.18% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
7,286
shares
|
$318,981
0.16% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,195
shares
|
$314,997
0.01% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
7,151
shares
|
$313,070
0.06% of portfolio
|
Q1 2025
Reduced 80.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,133
shares
|
$312,282
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
7,100
shares
|
$310,838
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
7,095
shares
|
$310,619
0.03% of portfolio
|
Q1 2025
Reduced 56.74%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
7,063
shares
|
$309,218
0.0% of portfolio
|
Q1 2025
Reduced 40.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,058
shares
|
$308,999
0.03% of portfolio
|
Q1 2025
Added 48.46%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,006
shares
|
$306,722
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,924
shares
|
$303,132
0.01% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,914
shares
|
$302,694
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
6,870
shares
|
$300,768
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,861
shares
|
$300,374
0.04% of portfolio
|
Q1 2025
Reduced 66.73%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
6,805
shares
|
$297,922
0.05% of portfolio
|
Q2 2025
Reduced 22.79%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
6,714
shares
|
$293,938
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
6,711
shares
|
$293,807
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
6,688
shares
|
$292,800
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
6,666
shares
|
$291,837
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,556
shares
|
$287,021
0.02% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
6,523
shares
|
$285,576
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,424
shares
|
$281,242
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
6,358
shares
|
$278,353
0.07% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
6,355
shares
|
$278,221
0.02% of portfolio
|
Q1 2025
Added 23.64%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
6,343
shares
|
$277,696
0.09% of portfolio
|
Q2 2025
Added 0.44%
|