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 |
|---|---|---|---|---|---|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
20,591
shares
|
$977,042
0.79% of portfolio
|
Q3 2025
Added 15.3%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
20,355
shares
|
$965,844
0.08% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
20,329
shares
|
$964,611
0.04% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
20,318
shares
|
$964,089
0.24% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
20,306
shares
|
$963,519
0.53% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
20,263
shares
|
$961,479
0.37% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
20,153
shares
|
$956,259
0.11% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
20,062
shares
|
$951,941
0.64% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
19,923
shares
|
$945,346
0.2% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
19,827
shares
|
$940,791
0.24% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
19,577
shares
|
$928,928
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
19,445
shares
|
$922,665
0.21% of portfolio
|
Q2 2025
Reduced 25.79%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
19,379
shares
|
$919,533
0.02% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
19,315
shares
|
$916,496
0.01% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
19,031
shares
|
$903,020
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,911
shares
|
$897,326
0.09% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
18,834
shares
|
$893,673
0.07% of portfolio
|
Q2 2025
Added 26.15%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
18,621
shares
|
$883,566
0.2% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
18,523
shares
|
$878,916
0.02% of portfolio
|
Q3 2025
Added 24.92%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
18,470
shares
|
$876,401
0.08% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
18,363
shares
|
$871,324
0.14% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
18,151
shares
|
$861,264
0.29% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
18,127
shares
|
$860,126
0.0% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
17,996
shares
|
$853,910
0.55% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
17,889
shares
|
$848,833
0.13% of portfolio
|
Q3 2025
Added 9.86%
|
|