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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
52,017
shares
|
$2.47 Million
0.1% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
51,595
shares
|
$2.45 Million
0.29% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
51,502
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
51,271
shares
|
$2.43 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
51,200
shares
|
$2.43 Million
0.85% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
51,003
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
50,332
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
49,755
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2025
Added 32.96%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
49,230
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
48,407
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
47,587
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
47,501
shares
|
$2.25 Million
0.2% of portfolio
|
Q3 2025
Added 40.73%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
46,422
shares
|
$2.2 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
45,949
shares
|
$2.18 Million
0.11% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
45,948
shares
|
$2.18 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,730
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
45,622
shares
|
$2.16 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
45,607
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2025
Added 184.74%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
45,382
shares
|
$2.15 Million
0.49% of portfolio
|
Q3 2025
Reduced 24.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
44,988
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
44,915
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
44,797
shares
|
$2.13 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
43,665
shares
|
$2.07 Million
0.28% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
43,519
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.44%
|
|