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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
18,127
shares
|
$860,126
0.0% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
18,011
shares
|
$854,621
0.13% of portfolio
|
Q4 2025
Added 3.2%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
17,996
shares
|
$853,910
0.55% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
17,823
shares
|
$845,701
0.06% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
17,718
shares
|
$840,719
0.19% of portfolio
|
Q4 2025
Reduced 8.88%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
17,694
shares
|
$839,580
0.28% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
17,661
shares
|
$838,014
0.0% of portfolio
|
Q3 2025
Added 92.47%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
17,638
shares
|
$836,923
0.47% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
17,526
shares
|
$831,608
0.07% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 23, 2026 Q4 2025 |
17,508
shares
|
$830,754
0.19% of portfolio
|
Q4 2025
Reduced 5.98%
|
|
|
Rede Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
17,331
shares
|
$822,355
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,322
shares
|
$821,928
0.12% of portfolio
|
Q1 2024
Reduced 13.21%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
17,290
shares
|
$820,410
0.05% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,239
shares
|
$817,990
0.33% of portfolio
|
Q1 2024
Added 6.55%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
17,125
shares
|
$812,581
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
16,909
shares
|
$802,332
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
16,861
shares
|
$800,054
0.03% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
16,856
shares
|
$799,817
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
16,847
shares
|
$799,390
0.41% of portfolio
|
Q4 2025
Added 7.12%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
16,794
shares
|
$796,875
0.5% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
16,760
shares
|
$795,262
0.25% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
16,586
shares
|
$787,005
0.18% of portfolio
|
Q4 2025
Added 5.06%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
16,491
shares
|
$782,497
0.13% of portfolio
|
Q4 2025
Reduced 23.25%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
16,317
shares
|
$774,241
0.03% of portfolio
|
Q3 2022
Reduced 16.46%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
16,150
shares
|
$766,317
0.08% of portfolio
|
Q3 2025
Reduced 0.02%
|
|