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 956 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
72
shares
|
$3,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
70
shares
|
$3,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
70
shares
|
$3,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
65
shares
|
$2,845
0.0% of portfolio
|
Q3 2024
Reduced 59.88%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
63
shares
|
$2,758
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
60
shares
|
$2,626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
60
shares
|
$2,626
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
60
shares
|
$2,626
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
59
shares
|
$2,583
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
49
shares
|
$2,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$1,882
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
43
shares
|
$1,882
0.0% of portfolio
|
Q2 2025
Reduced 84.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
42
shares
|
$1,838
0.0% of portfolio
|
Q4 2024
Reduced 67.94%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
42
shares
|
$1,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
41
shares
|
$1,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
29
shares
|
$1,269
0.0% of portfolio
|
Q1 2022
Reduced 29.27%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
29
shares
|
$1,269
0.0% of portfolio
|
Q1 2023
Reduced 6.45%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
28
shares
|
$1,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
24
shares
|
$1,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
22
shares
|
$963
0.0% of portfolio
|
Q1 2025
Reduced 56.86%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
22
shares
|
$963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
9
shares
|
$394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
8
shares
|
$350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3
shares
|
$131
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3
shares
|
$131
0.0% of portfolio
|
Q1 2025
Reduced 95.71%
|