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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,759,644
shares
|
$83.5 Million
0.01% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,733,183
shares
|
$82.2 Million
0.1% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,680,297
shares
|
$79.7 Million
0.1% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,628,782
shares
|
$77.3 Million
0.09% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,571,195
shares
|
$74.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 30.61%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,499,946
shares
|
$71.2 Million
0.15% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
1,471,982
shares
|
$69.8 Million
5.54% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,325,759
shares
|
$62.9 Million
0.09% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,175,525
shares
|
$55.8 Million
1.56% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,141,413
shares
|
$54.2 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,132,785
shares
|
$53.8 Million
0.08% of portfolio
|
Q3 2025
Added 464.57%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,106,095
shares
|
$52.5 Million
1.04% of portfolio
|
Q3 2025
Added 38107.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,098,313
shares
|
$52.1 Million
0.01% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,080,240
shares
|
$51.3 Million
0.39% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
1,049,706
shares
|
$49.8 Million
5.63% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,023,845
shares
|
$48.6 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
896,191
shares
|
$42.5 Million
4.76% of portfolio
|
Q3 2025
Added 54.05%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
856,227
shares
|
$40.6 Million
7.56% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
831,978
shares
|
$39.5 Million
0.18% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
820,975
shares
|
$39 Million
0.15% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
810,438
shares
|
$38.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
805,116
shares
|
$38.2 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
803,495
shares
|
$38.1 Million
4.04% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
793,680
shares
|
$37.7 Million
3.41% of portfolio
|
Q3 2025
Reduced 20.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
782,256
shares
|
$37.1 Million
0.07% of portfolio
|
Q3 2025
Added 934.91%
|
|