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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
12,643
shares
|
$599,910
0.0% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,537
shares
|
$594,880
0.04% of portfolio
|
Q4 2022
Added 6.68%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
12,485
shares
|
$592,413
0.04% of portfolio
|
Q3 2023
Reduced 7.7%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
12,434
shares
|
$589,993
0.49% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
12,263
shares
|
$581,879
0.24% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
12,250
shares
|
$581,262
0.1% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,202
shares
|
$578,984
0.03% of portfolio
|
Q3 2025
Reduced 36.99%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,162
shares
|
$577,086
0.65% of portfolio
|
Q3 2022
Added 1.66%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 23, 2026 Q4 2025 |
12,149
shares
|
$576,470
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,147
shares
|
$576,375
0.01% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
12,058
shares
|
$572,152
0.06% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
12,002
shares
|
$569,494
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,945
shares
|
$566,790
0.02% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
11,913
shares
|
$565,271
0.22% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,895
shares
|
$564,417
0.02% of portfolio
|
Q3 2022
Reduced 11.86%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
11,824
shares
|
$561,048
0.2% of portfolio
|
Q4 2025
Reduced 2.81%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
11,797
shares
|
$559,767
0.04% of portfolio
|
Q4 2025
Reduced 14.57%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
11,676
shares
|
$554,026
0.13% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
11,606
shares
|
$550,704
0.29% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
11,546
shares
|
$547,857
0.44% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
11,544
shares
|
$547,762
0.19% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
11,517
shares
|
$546,481
0.08% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
11,466
shares
|
$544,061
0.45% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
11,422
shares
|
$541,973
0.41% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,395
shares
|
$540,692
0.02% of portfolio
|
Q2 2022
Added 0.33%
|
|