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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
149,300
shares
|
$6.54 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
148,645
shares
|
$6.51 Million
0.22% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
147,963
shares
|
$6.48 Million
3.58% of portfolio
|
Q1 2025
Added 120.78%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
145,888
shares
|
$6.39 Million
0.6% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
145,432
shares
|
$6.37 Million
1.36% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
145,209
shares
|
$6.36 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
144,384
shares
|
$6.32 Million
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
143,198
shares
|
$6.27 Million
0.49% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
142,394
shares
|
$6.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 79.06%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
139,914
shares
|
$6.13 Million
5.12% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
136,894
shares
|
$5.99 Million
1.41% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
136,020
shares
|
$5.95 Million
0.67% of portfolio
|
Q1 2023
Added 5.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
135,620
shares
|
$5.94 Million
0.07% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
134,695
shares
|
$5.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
134,428
shares
|
$5.89 Million
0.17% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
134,402
shares
|
$5.88 Million
2.32% of portfolio
|
Q1 2025
Added 71.94%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
133,396
shares
|
$5.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
132,904
shares
|
$5.82 Million
0.43% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
131,007
shares
|
$5.74 Million
0.45% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
130,500
shares
|
$5.71 Million
4.43% of portfolio
|
Q1 2025
Added 34.67%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
129,341
shares
|
$5.66 Million
2.28% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
129,207
shares
|
$5.66 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
128,936
shares
|
$5.64 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
127,516
shares
|
$5.58 Million
0.24% of portfolio
|
Q2 2025
Added 1673.03%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
126,960
shares
|
$5.56 Million
0.8% of portfolio
|
Q2 2025
Reduced 30.04%
|