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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,956
shares
|
$173,193
0.04% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,621
shares
|
$158,527
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
3,619
shares
|
$158,439
0.13% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,552
shares
|
$155,506
0.05% of portfolio
|
Q4 2023
Reduced 73.08%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
3,432
shares
|
$150,252
0.06% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$149,289
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,387
shares
|
$148,282
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,349
shares
|
$146,619
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3,290
shares
|
$144,036
0.0% of portfolio
|
Q1 2025
Added 20.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,269
shares
|
$143,116
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$142,591
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,201
shares
|
$140,139
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,068
shares
|
$134,317
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,031
shares
|
$132,697
0.02% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,768
shares
|
$121,183
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,739
shares
|
$119,913
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
2,688
shares
|
$117,680
0.05% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
2,519
shares
|
$110,281
0.07% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,393
shares
|
$104,765
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,350
shares
|
$102,883
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,136
shares
|
$93,514
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2,126
shares
|
$93,076
0.04% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,093
shares
|
$91,631
0.0% of portfolio
|
Q1 2025
Added 26.08%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
1,814
shares
|
$79,416
0.07% of portfolio
|
Q2 2025
Added 42.39%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,795
shares
|
$78,585
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|