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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
52,353
shares
|
$2.48 Million
0.73% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
52,095
shares
|
$2.47 Million
0.39% of portfolio
|
Q4 2025
Added 66.19%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jan 20, 2026 Q4 2025 |
52,085
shares
|
$2.47 Million
1.84% of portfolio
|
Q4 2025
Added 20.34%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
52,081
shares
|
$2.47 Million
0.45% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
52,029
shares
|
$2.47 Million
0.76% of portfolio
|
Q3 2025
Reduced 31.02%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
52,017
shares
|
$2.47 Million
0.1% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
51,595
shares
|
$2.45 Million
0.29% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
51,576
shares
|
$2.45 Million
0.08% of portfolio
|
Q4 2025
Added 6.55%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
51,502
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
51,200
shares
|
$2.43 Million
0.85% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
51,003
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
50,332
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
49,755
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2025
Added 32.96%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
49,171
shares
|
$2.33 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
48,276
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
47,568
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2025
Added 5.73%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
47,565
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
47,501
shares
|
$2.25 Million
0.2% of portfolio
|
Q3 2025
Added 40.73%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
47,435
shares
|
$2.25 Million
0.37% of portfolio
|
Q4 2025
Reduced 29.29%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
46,422
shares
|
$2.2 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
45,949
shares
|
$2.18 Million
0.11% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
45,948
shares
|
$2.18 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,730
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2023
Added 314.45%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
45,622
shares
|
$2.16 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
45,607
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2025
Added 184.74%
|
|