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 |
|---|---|---|---|---|---|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
59,940
shares
|
$2.84 Million
0.53% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Xena Financial Planning, LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
59,861
shares
|
$2.84 Million
3.29% of portfolio
|
Q4 2025
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
59,275
shares
|
$2.81 Million
2.0% of portfolio
|
Q4 2025
Added 3.34%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
58,557
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
57,828
shares
|
$2.74 Million
2.23% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
57,461
shares
|
$2.73 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.72 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,271
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2025
Added 68.33%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
56,920
shares
|
$2.7 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
56,315
shares
|
$2.67 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
56,048
shares
|
$2.66 Million
0.06% of portfolio
|
Q4 2025
Reduced 18.03%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
56,000
shares
|
$2.66 Million
6.02% of portfolio
|
Q3 2025
Added 20.95%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
55,883
shares
|
$2.65 Million
0.39% of portfolio
|
Q4 2025
Added 212.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
55,801
shares
|
$2.65 Million
0.03% of portfolio
|
Q4 2025
Reduced 4.72%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
55,706
shares
|
$2.64 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
55,258
shares
|
$2.62 Million
0.07% of portfolio
|
Q3 2025
Added 79.58%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
55,115
shares
|
$2.62 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
54,946
shares
|
$2.61 Million
0.32% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
54,078
shares
|
$2.57 Million
0.45% of portfolio
|
Q3 2025
Added 118.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
53,523
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2025
Added 250.49%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 22, 2026 Q4 2025 |
53,199
shares
|
$2.52 Million
2.61% of portfolio
|
Q4 2025
Reduced 5.87%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
53,010
shares
|
$2.52 Million
0.97% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
52,913
shares
|
$2.51 Million
0.31% of portfolio
|
Q4 2025
Reduced 5.34%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
52,703
shares
|
$2.5 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
52,388
shares
|
$2.49 Million
0.12% of portfolio
|
Q3 2025
Added 5.53%
|
|