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 |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
39,868
shares
|
$1.89 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
39,590
shares
|
$1.88 Million
1.12% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
39,544
shares
|
$1.88 Million
1.17% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
38,952
shares
|
$1.85 Million
0.3% of portfolio
|
Q4 2025
Added 3.73%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
38,116
shares
|
$1.81 Million
1.01% of portfolio
|
Q4 2025
Added 4.4%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
38,078
shares
|
$1.81 Million
0.31% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
37,898
shares
|
$1.8 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
37,885
shares
|
$1.8 Million
0.61% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
37,742
shares
|
$1.79 Million
1.04% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
37,631
shares
|
$1.79 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
37,571
shares
|
$1.78 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
36,922
shares
|
$1.75 Million
0.71% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
36,921
shares
|
$1.75 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
36,729
shares
|
$1.74 Million
1.01% of portfolio
|
Q3 2025
Added 38.54%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
36,685
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 20, 2026 Q4 2025 |
36,618
shares
|
$1.74 Million
0.73% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
36,473
shares
|
$1.73 Million
3.81% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
36,337
shares
|
$1.72 Million
0.98% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Jan 21, 2026 Q4 2025 |
36,337
shares
|
$1.72 Million
0.99% of portfolio
|
Q4 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
35,981
shares
|
$1.71 Million
0.44% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,674
shares
|
$1.69 Million
0.24% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
35,143
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
34,945
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
34,864
shares
|
$1.65 Million
0.38% of portfolio
|
Q4 2025
Reduced 4.37%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
34,684
shares
|
$1.65 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.7%
|
|