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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,362
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 33.21%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
24,194
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2025
Added 47.6%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
24,131
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
23,973
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
23,844
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2025
Added 6.62%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
23,507
shares
|
$1.12 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
23,442
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2025
Reduced 41.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
23,255
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 22.96%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,210
shares
|
$1.1 Million
0.34% of portfolio
|
Q3 2023
Reduced 40.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
22,933
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,912
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2023
Reduced 17.45%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
22,905
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
22,898
shares
|
$1.09 Million
0.47% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
22,780
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2025 Q3 2025 |
22,709
shares
|
$1.08 Million
0.37% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
22,587
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
22,557
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
22,547
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
22,356
shares
|
$1.06 Million
0.5% of portfolio
|
Q1 2024
Added 890.96%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
22,147
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
22,124
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
21,746
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
21,743
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2025
Added 12.2%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
21,719
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
21,660
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2023
Reduced 95.84%
|
|