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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
26,909
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
26,854
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
26,733
shares
|
$1.27 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
26,665
shares
|
$1.27 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
26,499
shares
|
$1.26 Million
0.88% of portfolio
|
Q3 2025
Reduced 58.4%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
26,302
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
26,128
shares
|
$1.24 Million
0.34% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
25,992
shares
|
$1.23 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
25,879
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
25,780
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 23.78%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
25,523
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Nov 06, 2025 Q3 2025 |
25,476
shares
|
$1.21 Million
0.87% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
25,326
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
25,053
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
24,897
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
Added 22.27%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
24,772
shares
|
$1.18 Million
0.47% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
24,698
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,505
shares
|
$1.16 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,362
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
24,131
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
23,973
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
23,507
shares
|
$1.12 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
23,442
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2025
Reduced 41.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
23,255
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 22.96%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,210
shares
|
$1.1 Million
0.34% of portfolio
|
Q3 2023
Reduced 40.41%
|
|