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 991 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
94,011
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2025
Added 33.54%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
92,894
shares
|
$4.41 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
92,195
shares
|
$4.37 Million
2.15% of portfolio
|
Q3 2025
Added 999.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
92,158
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2025
Added 28.72%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
91,973
shares
|
$4.36 Million
0.35% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
91,689
shares
|
$4.35 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
90,652
shares
|
$4.3 Million
0.25% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jan 21, 2026 Q4 2025 |
89,551
shares
|
$4.25 Million
0.94% of portfolio
|
Q4 2025
Reduced 6.19%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
89,336
shares
|
$4.24 Million
0.33% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
88,911
shares
|
$4.22 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 23, 2026 Q4 2025 |
88,547
shares
|
$4.2 Million
2.05% of portfolio
|
Q4 2025
Reduced 2.98%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
87,915
shares
|
$4.17 Million
1.34% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
86,876
shares
|
$4.12 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
86,791
shares
|
$4.12 Million
2.47% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
86,378
shares
|
$4.1 Million
0.24% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
86,129
shares
|
$4.09 Million
2.52% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Jan 23, 2026 Q4 2025 |
86,033
shares
|
$4.08 Million
3.62% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
86,019
shares
|
$4.08 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
85,641
shares
|
$4.06 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
85,597
shares
|
$4.06 Million
1.88% of portfolio
|
Q3 2025
Added 34.18%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
85,189
shares
|
$4.04 Million
0.25% of portfolio
|
Q3 2025
Reduced 33.19%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
84,996
shares
|
$4.03 Million
0.29% of portfolio
|
Q4 2025
Added 16.23%
|
|
|
Ervin Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
84,538
shares
|
$4.01 Million
2.48% of portfolio
|
Q4 2025
Added 1090.68%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
83,161
shares
|
$3.95 Million
0.72% of portfolio
|
Q3 2025
Added 40.12%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
83,070
shares
|
$3.94 Million
2.58% of portfolio
|
Q3 2025
Reduced 1.43%
|
|