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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
31,085
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
30,952
shares
|
$1.47 Million
0.71% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
30,766
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
30,729
shares
|
$1.46 Million
1.09% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
30,705
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
30,374
shares
|
$1.44 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
30,374
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
30,290
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
30,158
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
30,006
shares
|
$1.42 Million
0.62% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
29,760
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 40.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
29,755
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
29,712
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
29,640
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
29,217
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2025
Added 48.98%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
29,200
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
28,860
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
28,786
shares
|
$1.37 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
28,738
shares
|
$1.36 Million
0.68% of portfolio
|
Q3 2025
Reduced 51.69%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
28,427
shares
|
$1.35 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
27,264
shares
|
$1.29 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,114
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
26,943
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
26,916
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2025
Added 2.73%
|
|