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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
258,992
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
256,424
shares
|
$12.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
255,228
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
249,839
shares
|
$11.9 Million
4.16% of portfolio
|
Q3 2025
Added 243.41%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
247,171
shares
|
$11.7 Million
0.1% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
245,600
shares
|
$11.7 Million
5.46% of portfolio
|
Q1 2023
Added 7.56%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
243,902
shares
|
$11.6 Million
9.14% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
240,605
shares
|
$11.4 Million
1.42% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
238,835
shares
|
$11.3 Million
5.04% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
237,808
shares
|
$11.3 Million
1.9% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
236,146
shares
|
$11.2 Million
1.75% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
235,333
shares
|
$11.2 Million
2.67% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
232,130
shares
|
$11 Million
0.11% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
231,569
shares
|
$11 Million
2.55% of portfolio
|
Q3 2025
Added 22.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
229,145
shares
|
$10.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
228,178
shares
|
$10.8 Million
0.4% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
225,707
shares
|
$10.7 Million
2.21% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
225,704
shares
|
$10.7 Million
1.21% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
220,439
shares
|
$10.5 Million
2.54% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
218,943
shares
|
$10.4 Million
1.41% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
216,284
shares
|
$10.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
214,090
shares
|
$10.2 Million
0.36% of portfolio
|
Q3 2025
Added 24.55%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
210,519
shares
|
$9.99 Million
1.69% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
210,060
shares
|
$9.97 Million
0.77% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
208,948
shares
|
$9.91 Million
4.06% of portfolio
|
Q3 2025
Added 4.08%
|
|