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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
491,437
shares
|
$23.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
485,903
shares
|
$23.1 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
470,570
shares
|
$22.3 Million
5.59% of portfolio
|
Q3 2025
Added 31.29%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
456,104
shares
|
$21.6 Million
3.17% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
442,544
shares
|
$21 Million
9.4% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
434,347
shares
|
$20.6 Million
3.89% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
433,588
shares
|
$20.6 Million
7.07% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
425,737
shares
|
$20.2 Million
7.07% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
417,164
shares
|
$19.8 Million
0.33% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
410,401
shares
|
$19.5 Million
1.29% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
408,126
shares
|
$19.4 Million
1.87% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
405,265
shares
|
$19.2 Million
1.6% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
402,713
shares
|
$19.1 Million
2.74% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
395,909
shares
|
$18.8 Million
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
393,256
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
385,596
shares
|
$18.3 Million
0.48% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
382,435
shares
|
$18.1 Million
2.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
374,603
shares
|
$17.8 Million
8.16% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
368,258
shares
|
$17.5 Million
4.15% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
361,873
shares
|
$17.2 Million
6.62% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
360,306
shares
|
$17.1 Million
1.74% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
358,216
shares
|
$17 Million
6.55% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
348,595
shares
|
$16.5 Million
1.1% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
347,517
shares
|
$16.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$16.1 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|