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 988 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
134,869
shares
|
$6.4 Million
0.17% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
134,409
shares
|
$6.38 Million
2.23% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
132,354
shares
|
$6.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
130,242
shares
|
$6.18 Million
1.4% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
128,042
shares
|
$6.08 Million
1.61% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
127,136
shares
|
$6.03 Million
0.37% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 10, 2025 Q3 2025 |
126,629
shares
|
$6.01 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
125,867
shares
|
$5.97 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
124,665
shares
|
$5.92 Million
0.0% of portfolio
|
Q3 2025
Added 224.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
122,724
shares
|
$5.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
120,611
shares
|
$5.72 Million
2.01% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
120,602
shares
|
$5.72 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
120,590
shares
|
$5.72 Million
4.42% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
120,247
shares
|
$5.71 Million
1.28% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
119,922
shares
|
$5.69 Million
1.29% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
117,120
shares
|
$5.56 Million
1.31% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
115,984
shares
|
$5.5 Million
0.67% of portfolio
|
Q3 2025
Added 286.79%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
115,696
shares
|
$5.49 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
115,511
shares
|
$5.48 Million
0.74% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
114,547
shares
|
$5.44 Million
1.21% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
114,275
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.51%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
113,979
shares
|
$5.41 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
112,484
shares
|
$5.34 Million
2.13% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
110,800
shares
|
$5.26 Million
1.34% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
109,278
shares
|
$5.19 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.47%
|
|