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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,492
shares
|
$240,439
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,483
shares
|
$240,045
0.14% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,482
shares
|
$240,001
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
5,402
shares
|
$236,499
0.13% of portfolio
|
Q2 2025
Reduced 43.88%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
5,385
shares
|
$235,755
0.08% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
5,369
shares
|
$235,054
0.01% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
5,317
shares
|
$232,778
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,316
shares
|
$232,734
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
5,306
shares
|
$232,296
0.22% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
5,267
shares
|
$230,589
0.06% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
5,250
shares
|
$229,845
0.05% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
5,209
shares
|
$228,050
0.07% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,197
shares
|
$227,524
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,151
shares
|
$225,510
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
5,100
shares
|
$223,278
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
4,883
shares
|
$213,777
0.08% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,757
shares
|
$208,261
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
4,730
shares
|
$207,079
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4,724
shares
|
$206,816
0.06% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,701
shares
|
$205,809
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,691
shares
|
$205,371
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,469
shares
|
$195,652
0.02% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,424
shares
|
$193,682
0.14% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,416
shares
|
$193,332
0.01% of portfolio
|
Q1 2025
Reduced 30.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,961
shares
|
$173,412
0.02% of portfolio
|
Q1 2025
Reduced 1.39%
|