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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
21,313
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
21,295
shares
|
$1.01 Million
0.37% of portfolio
|
Q4 2025
Added 8.78%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,271
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
21,219
shares
|
$1.01 Million
0.41% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
20,903
shares
|
$991,847
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
20,880
shares
|
$990,756
2.08% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
20,758
shares
|
$984,967
0.09% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
20,643
shares
|
$979,510
0.19% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Sunburst Financial Group, LLC
|
Jan 20, 2026 Q4 2025 |
20,446
shares
|
$970,162
0.21% of portfolio
|
Q4 2025
Added 2.63%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
20,355
shares
|
$965,844
0.08% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
20,318
shares
|
$964,089
0.24% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
20,306
shares
|
$963,519
0.53% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
20,291
shares
|
$962,807
0.11% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
20,263
shares
|
$961,479
0.37% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
20,062
shares
|
$951,941
0.64% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
19,827
shares
|
$940,791
0.24% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
19,315
shares
|
$916,496
0.01% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
October Effect LTD
Virginia Beach, VA |
Jan 20, 2026 Q4 2025 |
19,052
shares
|
$904,017
0.98% of portfolio
|
Q4 2025
Added 11.43%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
19,031
shares
|
$903,020
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,911
shares
|
$897,326
0.09% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
18,834
shares
|
$893,673
0.07% of portfolio
|
Q2 2025
Added 26.15%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
18,648
shares
|
$884,847
0.36% of portfolio
|
Q4 2025
Reduced 56.23%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
18,470
shares
|
$876,401
0.08% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
18,363
shares
|
$871,324
0.14% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
18,151
shares
|
$861,264
0.29% of portfolio
|
Q3 2025
Reduced 3.89%
|
|