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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
31,757
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
31,555
shares
|
$1.5 Million
0.65% of portfolio
|
Q4 2025
Added 5.16%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
31,508
shares
|
$1.5 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
31,452
shares
|
$1.49 Million
0.52% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
31,343
shares
|
$1.49 Million
0.91% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
31,090
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
31,085
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
30,952
shares
|
$1.47 Million
0.71% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
30,766
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
30,705
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
30,374
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
30,374
shares
|
$1.44 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
30,290
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
29,760
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 40.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
29,755
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
29,712
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
29,640
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
29,542
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2025
Reduced 2.04%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
29,200
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
28,786
shares
|
$1.37 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
28,768
shares
|
$1.37 Million
0.29% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
28,738
shares
|
$1.36 Million
0.68% of portfolio
|
Q3 2025
Reduced 51.69%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jan 23, 2026 Q4 2025 |
28,734
shares
|
$1.36 Million
0.96% of portfolio
|
Q4 2025
Reduced 6.49%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
28,427
shares
|
$1.35 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,763
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|