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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
70,723
shares
|
$3.36 Million
0.02% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
70,397
shares
|
$3.34 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
70,257
shares
|
$3.33 Million
0.48% of portfolio
|
Q3 2025
Added 36.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
69,232
shares
|
$3.29 Million
0.13% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
69,154
shares
|
$3.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
68,714
shares
|
$3.26 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
68,695
shares
|
$3.26 Million
1.79% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
68,548
shares
|
$3.25 Million
1.1% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
68,373
shares
|
$3.24 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
67,555
shares
|
$3.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
67,392
shares
|
$3.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
67,332
shares
|
$3.19 Million
0.5% of portfolio
|
Q3 2025
Reduced 51.04%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
67,138
shares
|
$3.19 Million
0.5% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
67,086
shares
|
$3.18 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
65,932
shares
|
$3.13 Million
0.17% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
65,328
shares
|
$3.1 Million
0.65% of portfolio
|
Q3 2025
Added 129.11%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
64,770
shares
|
$3.07 Million
0.13% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
64,510
shares
|
$3.06 Million
0.64% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
64,477
shares
|
$3.06 Million
1.87% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
63,869
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
63,592
shares
|
$3.02 Million
0.88% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
63,522
shares
|
$3.01 Million
1.9% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
61,832
shares
|
$2.93 Million
1.91% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
61,232
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
59,645
shares
|
$2.83 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.1%
|
|