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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
43,424
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
43,357
shares
|
$2.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
43,283
shares
|
$2.05 Million
1.81% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
43,137
shares
|
$2.05 Million
0.55% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
43,062
shares
|
$2.04 Million
0.16% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
42,608
shares
|
$2.02 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
42,506
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
42,148
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
42,123
shares
|
$2 Million
0.13% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
42,104
shares
|
$2 Million
0.26% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
42,054
shares
|
$2 Million
0.15% of portfolio
|
Q2 2025
Added 33.89%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
41,830
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
41,670
shares
|
$1.98 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
41,427
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
40,808
shares
|
$1.94 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
40,522
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
40,182
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
40,026
shares
|
$1.9 Million
1.52% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
39,868
shares
|
$1.89 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
39,663
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
39,590
shares
|
$1.88 Million
1.12% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
39,377
shares
|
$1.87 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
39,306
shares
|
$1.87 Million
1.08% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
38,078
shares
|
$1.81 Million
0.31% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
37,898
shares
|
$1.8 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.19%
|
|