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 |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
425,894
shares
|
$18.6 Million
5.13% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
416,459
shares
|
$18.2 Million
0.33% of portfolio
|
Q2 2025
Added 3503.21%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
407,236
shares
|
$17.8 Million
7.14% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
404,596
shares
|
$17.7 Million
8.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
385,944
shares
|
$16.9 Million
1.76% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
385,202
shares
|
$16.9 Million
1.25% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
377,099
shares
|
$16.5 Million
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
372,657
shares
|
$16.3 Million
1.07% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
371,670
shares
|
$16.3 Million
1.83% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
368,154
shares
|
$16.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
364,257
shares
|
$15.9 Million
0.37% of portfolio
|
Q1 2025
Added 55.05%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
358,935
shares
|
$15.7 Million
6.74% of portfolio
|
Q1 2025
Added 35.3%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
357,903
shares
|
$15.7 Million
6.7% of portfolio
|
Q2 2025
Added 363.8%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
346,672
shares
|
$15.2 Million
1.67% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$14.9 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
331,756
shares
|
$14.5 Million
3.48% of portfolio
|
Q1 2025
Added 54.63%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
323,023
shares
|
$14.1 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
321,015
shares
|
$14.1 Million
0.48% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
315,237
shares
|
$13.8 Million
2.94% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
312,109
shares
|
$13.7 Million
1.36% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
297,561
shares
|
$13 Million
6.65% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
296,400
shares
|
$13 Million
1.08% of portfolio
|
Q1 2025
Added 229.74%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
290,454
shares
|
$12.7 Million
0.89% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
278,646
shares
|
$12.2 Million
1.13% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
273,424
shares
|
$12 Million
2.35% of portfolio
|
Q1 2025
Reduced 1.03%
|