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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,369,067
shares
|
$1.06 Billion
0.81% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
17,358,782
shares
|
$824 Million
1.56% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,828,183
shares
|
$656 Million
0.2% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
13,221,416
shares
|
$627 Million
0.1% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9,261,432
shares
|
$439 Million
1.97% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,946,967
shares
|
$330 Million
0.1% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,375,260
shares
|
$303 Million
0.02% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,707,901
shares
|
$223 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,431,564
shares
|
$210 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.01%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,273,507
shares
|
$203 Million
0.53% of portfolio
|
Q2 2023
Added 0.98%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,173,780
shares
|
$198 Million
2.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,589,373
shares
|
$170 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,503,688
shares
|
$166 Million
0.11% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,339,872
shares
|
$158 Million
1.88% of portfolio
|
Q2 2023
Added 14.59%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,235,624
shares
|
$154 Million
9.19% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
2,741,148
shares
|
$130 Million
1.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,688,945
shares
|
$128 Million
0.21% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,572,966
shares
|
$122 Million
0.95% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,300,860
shares
|
$109 Million
0.01% of portfolio
|
Q3 2025
Added 54.23%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,263,731
shares
|
$107 Million
0.32% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
2,104,367
shares
|
$99.9 Million
0.41% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,850,598
shares
|
$87.8 Million
0.02% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,815,376
shares
|
$86.1 Million
0.01% of portfolio
|
Q3 2025
Added 142.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,795,810
shares
|
$85.2 Million
0.1% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,760,723
shares
|
$83.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.49%
|
|