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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
22,933
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,912
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
22,905
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
22,898
shares
|
$1.09 Million
0.47% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
22,804
shares
|
$1.08 Million
0.34% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
22,772
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Added 299.51%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
22,709
shares
|
$1.08 Million
0.37% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
22,587
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
22,557
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
22,547
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
22,363
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
22,356
shares
|
$1.06 Million
0.5% of portfolio
|
Q1 2024
Added 890.96%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
22,147
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
22,124
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
21,795
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
21,746
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
21,719
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,660
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2023
Reduced 95.84%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,486
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
21,313
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,271
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
20,903
shares
|
$991,847
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
20,880
shares
|
$990,756
2.08% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
20,758
shares
|
$984,967
0.09% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
20,643
shares
|
$979,510
0.19% of portfolio
|
Q2 2025
Reduced 3.52%
|
|