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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
34,666
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2023
Added 21.83%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
34,307
shares
|
$1.63 Million
1.61% of portfolio
|
Q4 2025
Added 9.23%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
34,243
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 96.04%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
33,901
shares
|
$1.61 Million
0.12% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
33,875
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,715
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 28.34%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
33,660
shares
|
$1.6 Million
0.24% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
33,640
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
33,588
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2025
Added 99.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
33,383
shares
|
$1.58 Million
0.13% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
33,254
shares
|
$1.58 Million
1.03% of portfolio
|
Q4 2025
Added 30.53%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
33,110
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2025
Added 78.75%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
32,959
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2025
Reduced 48.71%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
32,701
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2025
Added 588.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
32,698
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
32,600
shares
|
$1.55 Million
0.6% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,509
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 62.57%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
32,275
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
32,182
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 80.13%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
32,155
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
32,068
shares
|
$1.52 Million
1.64% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
32,066
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,021
shares
|
$1.52 Million
0.28% of portfolio
|
Q1 2024
Added 4.14%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
31,790
shares
|
$1.51 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
31,780
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2025
Reduced 18.58%
|
|