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 |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
765,764
shares
|
$36.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
764,731
shares
|
$36.3 Million
0.17% of portfolio
|
Q3 2025
Added 23.37%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
744,245
shares
|
$35.3 Million
1.82% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
743,429
shares
|
$35.3 Million
0.1% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
715,123
shares
|
$33.9 Million
0.74% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
714,952
shares
|
$33.9 Million
1.3% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
710,220
shares
|
$33.7 Million
0.1% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
709,547
shares
|
$33.7 Million
1.84% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
701,649
shares
|
$33.3 Million
0.72% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
693,666
shares
|
$32.9 Million
3.43% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
691,517
shares
|
$32.8 Million
0.3% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
655,002
shares
|
$31.1 Million
2.57% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
652,407
shares
|
$31 Million
1.27% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
642,113
shares
|
$30.5 Million
0.23% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
632,277
shares
|
$30 Million
1.51% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
621,969
shares
|
$29.5 Million
1.24% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
620,843
shares
|
$29.5 Million
0.63% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
596,148
shares
|
$28.3 Million
7.98% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
590,200
shares
|
$28 Million
5.74% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
576,590
shares
|
$27.4 Million
2.48% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
571,790
shares
|
$27.1 Million
2.27% of portfolio
|
Q4 2023
Added 12.36%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
528,978
shares
|
$25.1 Million
1.15% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
526,709
shares
|
$25 Million
0.03% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
516,924
shares
|
$24.5 Million
5.12% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
512,049
shares
|
$24.3 Million
0.32% of portfolio
|
Q3 2025
Added 0.11%
|
|