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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
58,564
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2025
Added 45.46%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
58,557
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
58,153
shares
|
$2.76 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
57,828
shares
|
$2.74 Million
2.23% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
57,461
shares
|
$2.73 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.72 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
57,359
shares
|
$2.72 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,271
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2025
Added 68.33%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
56,920
shares
|
$2.7 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
56,514
shares
|
$2.68 Million
1.94% of portfolio
|
Q3 2025
Added 120.68%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
56,488
shares
|
$2.68 Million
0.34% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
56,315
shares
|
$2.67 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
56,000
shares
|
$2.66 Million
6.02% of portfolio
|
Q3 2025
Added 20.95%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
55,895
shares
|
$2.65 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
55,706
shares
|
$2.64 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
55,258
shares
|
$2.62 Million
0.07% of portfolio
|
Q3 2025
Added 79.58%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
55,115
shares
|
$2.62 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
54,078
shares
|
$2.57 Million
0.45% of portfolio
|
Q3 2025
Added 118.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
53,523
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2025
Added 250.49%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
53,513
shares
|
$2.54 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
53,010
shares
|
$2.52 Million
0.97% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.5 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
52,388
shares
|
$2.49 Million
0.12% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
52,081
shares
|
$2.47 Million
0.45% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
52,029
shares
|
$2.47 Million
0.76% of portfolio
|
Q3 2025
Reduced 31.02%
|
|