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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
83,064
shares
|
$3.94 Million
0.75% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
82,560
shares
|
$3.92 Million
2.36% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
80,387
shares
|
$3.81 Million
0.4% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,057
shares
|
$3.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
80,039
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
79,981
shares
|
$3.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
79,400
shares
|
$3.77 Million
0.48% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
79,282
shares
|
$3.76 Million
1.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
79,151
shares
|
$3.76 Million
0.65% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
78,552
shares
|
$3.73 Million
1.63% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
78,400
shares
|
$3.72 Million
0.17% of portfolio
|
Q3 2025
Added 36.39%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
77,354
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
77,276
shares
|
$3.67 Million
2.61% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
77,216
shares
|
$3.66 Million
0.1% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
76,589
shares
|
$3.63 Million
1.6% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
76,184
shares
|
$3.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
75,640
shares
|
$3.59 Million
0.52% of portfolio
|
Q4 2025
Reduced 14.91%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
73,849
shares
|
$3.5 Million
2.8% of portfolio
|
Q3 2025
Added 34.35%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
73,771
shares
|
$3.5 Million
0.26% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
73,428
shares
|
$3.48 Million
0.58% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
71,794
shares
|
$3.41 Million
2.95% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
71,392
shares
|
$3.39 Million
0.19% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
71,379
shares
|
$3.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
71,002
shares
|
$3.37 Million
0.78% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
70,723
shares
|
$3.36 Million
0.02% of portfolio
|
Q3 2025
Added 20.52%
|
|