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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
27,264
shares
|
$1.29 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,114
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
26,943
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
26,916
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
26,909
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
26,854
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
26,845
shares
|
$1.27 Million
0.61% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
26,665
shares
|
$1.27 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
26,499
shares
|
$1.26 Million
0.88% of portfolio
|
Q3 2025
Reduced 58.4%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
26,456
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2025
Reduced 23.28%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
26,179
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
26,128
shares
|
$1.24 Million
0.34% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
26,068
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2025
Added 28.23%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
25,992
shares
|
$1.23 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
25,879
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
25,780
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 23.78%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
25,523
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
25,348
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2025
Added 93.32%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
25,326
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
25,053
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
24,772
shares
|
$1.18 Million
0.47% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
24,698
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
24,561
shares
|
$1.17 Million
0.9% of portfolio
|
Q4 2025
Added 19.28%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,505
shares
|
$1.16 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
24,505
shares
|
$1.16 Million
0.2% of portfolio
|
Q4 2025
Reduced 1.57%
|
|