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 |
|---|---|---|---|---|---|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
126,641
shares
|
$5.54 Million
1.41% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
126,356
shares
|
$5.53 Million
0.81% of portfolio
|
Q1 2025
Added 24.95%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
124,407
shares
|
$5.45 Million
1.44% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
123,991
shares
|
$5.43 Million
2.56% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
123,948
shares
|
$5.43 Million
1.41% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
123,187
shares
|
$5.39 Million
2.69% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
122,308
shares
|
$5.35 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
121,672
shares
|
$5.33 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
120,060
shares
|
$5.26 Million
1.91% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
117,633
shares
|
$5.15 Million
0.31% of portfolio
|
Q1 2025
Reduced 44.73%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
116,941
shares
|
$5.12 Million
1.47% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
116,491
shares
|
$5.1 Million
0.91% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
116,399
shares
|
$5.1 Million
0.99% of portfolio
|
Q1 2025
Reduced 32.35%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
115,010
shares
|
$5.04 Million
1.27% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
114,689
shares
|
$5.02 Million
1.18% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
114,129
shares
|
$5 Million
0.86% of portfolio
|
Q1 2025
Added 295.18%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
112,240
shares
|
$4.91 Million
1.38% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
109,794
shares
|
$4.81 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
109,429
shares
|
$4.79 Million
2.3% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
108,024
shares
|
$4.73 Million
2.14% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
107,791
shares
|
$4.72 Million
0.14% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
107,144
shares
|
$4.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
104,878
shares
|
$4.59 Million
1.08% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
104,799
shares
|
$4.59 Million
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
102,363
shares
|
$4.48 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.38%
|