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 |
|---|---|---|---|---|---|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
164,055
shares
|
$7.18 Million
3.69% of portfolio
|
Q2 2025
Added 78.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163,310
shares
|
$7.15 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
162,563
shares
|
$7.12 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
161,977
shares
|
$7.09 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
161,167
shares
|
$7.06 Million
0.08% of portfolio
|
Q2 2025
Added 63.24%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
160,921
shares
|
$7.05 Million
3.21% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
160,694
shares
|
$7.04 Million
2.86% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
160,391
shares
|
$7.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
159,978
shares
|
$7 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
159,901
shares
|
$7 Million
0.34% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
159,530
shares
|
$6.98 Million
2.47% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
158,205
shares
|
$6.93 Million
3.64% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
157,076
shares
|
$6.88 Million
1.99% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
156,170
shares
|
$6.84 Million
0.03% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
155,825
shares
|
$6.82 Million
3.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
155,563
shares
|
$6.81 Million
0.33% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
155,484
shares
|
$6.81 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
154,484
shares
|
$6.76 Million
0.17% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
154,460
shares
|
$6.76 Million
2.48% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
154,315
shares
|
$6.76 Million
0.52% of portfolio
|
Q2 2025
Reduced 21.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
154,282
shares
|
$6.75 Million
0.08% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
153,273
shares
|
$6.71 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
150,994
shares
|
$6.61 Million
0.22% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
150,766
shares
|
$6.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
150,216
shares
|
$6.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|