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 |
|---|---|---|---|---|---|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
70,397
shares
|
$3.34 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
70,257
shares
|
$3.33 Million
0.48% of portfolio
|
Q3 2025
Added 36.75%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 23, 2026 Q4 2025 |
69,744
shares
|
$3.31 Million
2.4% of portfolio
|
Q4 2025
Added 122.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
69,577
shares
|
$3.3 Million
0.13% of portfolio
|
Q4 2025
Reduced 4.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
69,232
shares
|
$3.29 Million
0.13% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
69,154
shares
|
$3.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
68,714
shares
|
$3.26 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
68,695
shares
|
$3.26 Million
1.79% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
68,548
shares
|
$3.25 Million
1.1% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
67,935
shares
|
$3.22 Million
0.66% of portfolio
|
Q4 2025
Added 5.31%
|
|
|
Olio Financial Planning
|
Jan 20, 2026 Q4 2025 |
67,587
shares
|
$3.21 Million
0.91% of portfolio
|
Q4 2025
Added 6.28%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
67,392
shares
|
$3.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
67,332
shares
|
$3.19 Million
0.5% of portfolio
|
Q3 2025
Reduced 51.04%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
67,138
shares
|
$3.19 Million
0.5% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
65,932
shares
|
$3.13 Million
0.17% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
65,328
shares
|
$3.1 Million
0.65% of portfolio
|
Q3 2025
Added 129.11%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
64,770
shares
|
$3.07 Million
0.13% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
64,477
shares
|
$3.06 Million
1.87% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
63,869
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 16, 2026 Q4 2025 |
62,040
shares
|
$2.94 Million
1.8% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
61,832
shares
|
$2.93 Million
1.91% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
61,536
shares
|
$2.92 Million
0.43% of portfolio
|
Q4 2025
Added 3.17%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
61,442
shares
|
$2.92 Million
1.55% of portfolio
|
Q4 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
61,232
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
61,144
shares
|
$2.9 Million
0.04% of portfolio
|
Q4 2025
Reduced 9.49%
|
|