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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
14,089
shares
|
$668,523
0.02% of portfolio
|
Q4 2025
Reduced 5.32%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,865
shares
|
$657,894
0.01% of portfolio
|
Q3 2022
Added 35.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
13,835
shares
|
$656,470
0.27% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
13,759
shares
|
$652,864
0.11% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
13,733
shares
|
$651,630
0.43% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
13,723
shares
|
$651,156
0.52% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
13,655
shares
|
$647,929
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,647
shares
|
$647,550
0.01% of portfolio
|
Q2 2025
Reduced 89.94%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
13,580
shares
|
$644,371
0.04% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
13,578
shares
|
$644,276
0.28% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
13,493
shares
|
$640,242
0.03% of portfolio
|
Q4 2025
Added 9.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,475
shares
|
$639,388
0.0% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
13,463
shares
|
$638,819
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
13,454
shares
|
$638,392
0.1% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,428
shares
|
$637,158
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
13,360
shares
|
$633,932
0.01% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
13,187
shares
|
$625,723
0.02% of portfolio
|
Q3 2025
Reduced 42.09%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
13,176
shares
|
$625,201
0.21% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
13,060
shares
|
$619,697
0.18% of portfolio
|
Q3 2025
Reduced 23.74%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
12,911
shares
|
$612,626
0.19% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
12,843
shares
|
$609,400
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
12,841
shares
|
$609,305
0.02% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 22, 2026 Q4 2025 |
12,785
shares
|
$606,648
0.45% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
12,663
shares
|
$600,859
0.08% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,643
shares
|
$599,910
0.0% of portfolio
|
Q3 2025
New holding
|
|