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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
13,759
shares
|
$652,864
0.11% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
13,733
shares
|
$651,630
0.43% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
13,723
shares
|
$651,156
0.52% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
13,655
shares
|
$647,929
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,647
shares
|
$647,550
0.01% of portfolio
|
Q2 2025
Reduced 89.94%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
13,580
shares
|
$644,371
0.04% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
13,578
shares
|
$644,276
0.28% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,475
shares
|
$639,388
0.0% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,463
shares
|
$638,819
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
13,454
shares
|
$638,392
0.1% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,428
shares
|
$637,158
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
13,279
shares
|
$630,088
0.23% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
13,187
shares
|
$625,723
0.02% of portfolio
|
Q3 2025
Reduced 42.09%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
13,176
shares
|
$625,201
0.21% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
13,112
shares
|
$622,164
0.02% of portfolio
|
Q3 2025
Added 153.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
13,071
shares
|
$620,218
0.01% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
13,060
shares
|
$619,697
0.18% of portfolio
|
Q3 2025
Reduced 23.74%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
12,911
shares
|
$612,626
0.19% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$609,400
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
12,841
shares
|
$609,305
0.02% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
12,663
shares
|
$600,859
0.08% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,643
shares
|
$599,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
12,643
shares
|
$599,910
0.0% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
12,606
shares
|
$598,154
0.36% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,537
shares
|
$594,880
0.04% of portfolio
|
Q4 2022
Added 6.68%
|
|