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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
108,626
shares
|
$5.15 Million
3.02% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
108,407
shares
|
$5.14 Million
0.44% of portfolio
|
Q3 2025
Added 65.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
108,299
shares
|
$5.14 Million
0.08% of portfolio
|
Q3 2025
Added 61.56%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
107,378
shares
|
$5.1 Million
0.14% of portfolio
|
Q3 2025
Added 23.41%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
107,174
shares
|
$5.09 Million
1.97% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
107,144
shares
|
$5.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
106,482
shares
|
$5.05 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
106,164
shares
|
$5.04 Million
2.2% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
104,138
shares
|
$4.94 Million
2.34% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
103,638
shares
|
$4.92 Million
0.42% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
103,008
shares
|
$4.89 Million
0.84% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
102,363
shares
|
$4.86 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
102,271
shares
|
$4.85 Million
0.14% of portfolio
|
Q3 2025
Added 19.19%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
101,609
shares
|
$4.82 Million
3.58% of portfolio
|
Q3 2025
Added 88.21%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
101,463
shares
|
$4.81 Million
0.57% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
100,187
shares
|
$4.75 Million
0.03% of portfolio
|
Q3 2025
Added 33.87%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
98,893
shares
|
$4.69 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
98,179
shares
|
$4.66 Million
2.61% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
98,164
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
96,775
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
96,587
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
95,745
shares
|
$4.54 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
95,457
shares
|
$4.53 Million
1.0% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
94,725
shares
|
$4.49 Million
1.25% of portfolio
|
Q3 2025
Added 305.47%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
94,326
shares
|
$4.48 Million
0.84% of portfolio
|
Q3 2025
Added 2.27%
|
|