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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
17,823
shares
|
$845,701
0.06% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
17,694
shares
|
$839,580
0.28% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
17,661
shares
|
$838,014
0.0% of portfolio
|
Q3 2025
Added 92.47%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
17,638
shares
|
$836,923
0.47% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
17,526
shares
|
$831,608
0.07% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
17,378
shares
|
$824,586
0.12% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,322
shares
|
$821,928
0.12% of portfolio
|
Q1 2024
Reduced 13.21%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
17,290
shares
|
$820,410
0.05% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,239
shares
|
$817,990
0.33% of portfolio
|
Q1 2024
Added 6.55%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
17,125
shares
|
$812,581
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
17,098
shares
|
$811,300
0.88% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
16,909
shares
|
$802,332
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
16,861
shares
|
$800,054
0.03% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
16,856
shares
|
$799,817
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
16,794
shares
|
$796,875
0.5% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
16,760
shares
|
$795,262
0.25% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
16,392
shares
|
$777,800
0.12% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,317
shares
|
$774,241
0.03% of portfolio
|
Q3 2022
Reduced 16.46%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
16,150
shares
|
$766,317
0.08% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
16,118
shares
|
$764,799
0.48% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
16,107
shares
|
$764,277
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
16,042
shares
|
$761,192
0.5% of portfolio
|
Q3 2025
Added 22.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,011
shares
|
$759,721
0.01% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
15,934
shares
|
$756,068
0.51% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
15,855
shares
|
$752,319
0.29% of portfolio
|
Q3 2025
Reduced 2.22%
|
|