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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
161,208
shares
|
$7.65 Million
0.1% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
160,106
shares
|
$7.6 Million
1.35% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
159,360
shares
|
$7.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
157,815
shares
|
$7.49 Million
2.94% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
154,516
shares
|
$7.33 Million
0.89% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
154,460
shares
|
$7.33 Million
2.48% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
154,134
shares
|
$7.31 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
153,881
shares
|
$7.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
153,072
shares
|
$7.26 Million
0.15% of portfolio
|
Q3 2025
Added 413.66%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
151,314
shares
|
$7.18 Million
0.47% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
146,892
shares
|
$6.97 Million
3.12% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
146,742
shares
|
$6.96 Million
0.52% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
145,888
shares
|
$6.92 Million
0.6% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
145,707
shares
|
$6.91 Million
0.32% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
145,175
shares
|
$6.89 Million
5.59% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
145,167
shares
|
$6.89 Million
1.53% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
144,663
shares
|
$6.86 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
143,786
shares
|
$6.82 Million
3.12% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
141,570
shares
|
$6.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
141,170
shares
|
$6.7 Million
5.45% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
140,865
shares
|
$6.68 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
139,492
shares
|
$6.62 Million
0.47% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
139,418
shares
|
$6.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
138,224
shares
|
$6.56 Million
0.47% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
136,020
shares
|
$6.45 Million
0.67% of portfolio
|
Q1 2023
Added 5.26%
|
|