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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
207,001
shares
|
$9.06 Million
3.41% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
204,646
shares
|
$8.96 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
203,823
shares
|
$8.92 Million
0.79% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
203,091
shares
|
$8.89 Million
0.94% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
202,453
shares
|
$8.86 Million
0.01% of portfolio
|
Q1 2025
Added 54.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
196,649
shares
|
$8.61 Million
0.8% of portfolio
|
Q1 2025
Added 33.55%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
194,625
shares
|
$8.52 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
190,647
shares
|
$8.35 Million
0.18% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
190,498
shares
|
$8.34 Million
3.81% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
189,861
shares
|
$8.31 Million
0.94% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
188,283
shares
|
$8.24 Million
1.96% of portfolio
|
Q2 2025
Reduced 37.24%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
187,868
shares
|
$8.22 Million
1.74% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
185,560
shares
|
$8.12 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
184,599
shares
|
$8.08 Million
1.6% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
182,593
shares
|
$7.99 Million
2.54% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
181,068
shares
|
$7.93 Million
0.08% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
180,401
shares
|
$7.9 Million
1.89% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
179,716
shares
|
$7.87 Million
1.46% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
178,904
shares
|
$7.83 Million
0.95% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
178,854
shares
|
$7.83 Million
0.16% of portfolio
|
Q3 2022
Added 46.84%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
178,571
shares
|
$7.82 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
173,558
shares
|
$7.6 Million
3.03% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
172,962
shares
|
$7.57 Million
0.31% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
167,622
shares
|
$7.34 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
165,722
shares
|
$7.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.02%
|