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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
16,118
shares
|
$764,799
0.48% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
16,107
shares
|
$764,277
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
16,042
shares
|
$761,192
0.5% of portfolio
|
Q3 2025
Added 22.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,011
shares
|
$759,721
0.01% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
15,934
shares
|
$756,068
0.51% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
15,855
shares
|
$752,319
0.29% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,807
shares
|
$750,042
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
15,700
shares
|
$744,965
0.34% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
15,650
shares
|
$742,592
0.19% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Jefferson Bridge Capital, LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
15,592
shares
|
$739,840
0.73% of portfolio
|
Q4 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
15,486
shares
|
$734,810
0.2% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
15,474
shares
|
$734,241
0.15% of portfolio
|
Q4 2025
Added 3.89%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
15,397
shares
|
$730,587
0.25% of portfolio
|
Q4 2025
Added 15.95%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,121
shares
|
$717,491
0.23% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
15,103
shares
|
$716,637
0.09% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
15,029
shares
|
$713,126
0.15% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
14,955
shares
|
$709,614
0.04% of portfolio
|
Q3 2025
Reduced 25.3%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Jan 20, 2026 Q4 2025 |
14,754
shares
|
$700,077
0.36% of portfolio
|
Q4 2025
Reduced 6.84%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
14,682
shares
|
$696,660
0.35% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
14,662
shares
|
$695,711
0.54% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
14,363
shares
|
$681,524
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
14,277
shares
|
$677,443
0.22% of portfolio
|
Q3 2025
Added 188.89%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
14,255
shares
|
$676,399
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
14,183
shares
|
$672,983
0.32% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,177
shares
|
$672,698
0.0% of portfolio
|
Q3 2025
Added 88.27%
|
|