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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
106
shares
|
$5,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
104
shares
|
$4,934
0.0% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
104
shares
|
$4,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
98
shares
|
$4,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
88
shares
|
$4,175
0.0% of portfolio
|
Q2 2021
Reduced 47.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
85
shares
|
$4,033
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
72
shares
|
$3,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
72
shares
|
$3,416
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
70
shares
|
$3,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
65
shares
|
$3,084
0.0% of portfolio
|
Q3 2024
Reduced 59.88%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
64
shares
|
$3,036
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
63
shares
|
$2,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
60
shares
|
$2,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
60
shares
|
$2,847
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
59
shares
|
$2,799
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
56
shares
|
$2,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
53
shares
|
$2,514
0.0% of portfolio
|
Q3 2025
Reduced 55.46%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
51
shares
|
$2,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
49
shares
|
$2,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
43
shares
|
$2,040
0.0% of portfolio
|
Q2 2025
Reduced 84.81%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
42
shares
|
$1,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
41
shares
|
$1,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
29
shares
|
$1,376
0.0% of portfolio
|
Q1 2022
Reduced 29.27%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
27
shares
|
$1,281
0.0% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,138
0.0% of portfolio
|
Q3 2024
New holding
|
|