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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
338,424
shares
|
$16.1 Million
0.93% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
322,450
shares
|
$15.3 Million
0.44% of portfolio
|
Q3 2025
Added 68.23%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
320,969
shares
|
$15.2 Million
1.45% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
318,601
shares
|
$15.1 Million
3.37% of portfolio
|
Q3 2025
Added 3017.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
316,073
shares
|
$15 Million
0.71% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
311,202
shares
|
$14.8 Million
1.14% of portfolio
|
Q3 2025
Added 1260.98%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
308,349
shares
|
$14.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
306,171
shares
|
$14.5 Million
6.91% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
305,866
shares
|
$14.5 Million
0.48% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
303,407
shares
|
$14.4 Million
0.3% of portfolio
|
Q3 2025
Added 42.35%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
296,056
shares
|
$14 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
292,337
shares
|
$13.9 Million
4.26% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
290,015
shares
|
$13.8 Million
0.5% of portfolio
|
Q3 2025
Added 101.15%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
288,104
shares
|
$13.7 Million
2.42% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
285,924
shares
|
$13.6 Million
2.65% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
282,138
shares
|
$13.4 Million
1.14% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
278,189
shares
|
$13.2 Million
4.81% of portfolio
|
Q3 2025
Added 21.14%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
275,714
shares
|
$13.1 Million
3.58% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
273,314
shares
|
$13 Million
2.62% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
267,124
shares
|
$12.7 Million
0.59% of portfolio
|
Q2 2024
Reduced 48.93%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
267,022
shares
|
$12.7 Million
5.99% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
266,361
shares
|
$12.6 Million
0.29% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
263,223
shares
|
$12.5 Million
6.86% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
263,116
shares
|
$12.5 Million
0.74% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
259,181
shares
|
$12.3 Million
3.38% of portfolio
|
Q3 2025
Added 2.2%
|
|