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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
11,355
shares
|
$538,794
0.05% of portfolio
|
Q4 2025
Reduced 7.4%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,340
shares
|
$538,083
0.23% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,207
shares
|
$531,772
0.06% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
11,193
shares
|
$531,107
0.03% of portfolio
|
Q4 2025
Added 4642.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,051
shares
|
$524,369
0.01% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
11,002
shares
|
$522,044
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,992
shares
|
$521,570
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
10,976
shares
|
$520,811
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
10,911
shares
|
$517,726
0.01% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
10,907
shares
|
$517,537
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
10,818
shares
|
$513,314
0.33% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
10,780
shares
|
$511,511
0.04% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,566
shares
|
$501,356
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
10,538
shares
|
$500,028
0.15% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,499
shares
|
$498,177
0.07% of portfolio
|
Q3 2025
Added 30.78%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
10,459
shares
|
$496,279
0.42% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
10,426
shares
|
$494,713
0.23% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
10,408
shares
|
$493,859
0.36% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,408
shares
|
$493,859
0.18% of portfolio
|
Q4 2022
Added 4.45%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,406
shares
|
$493,764
0.0% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
10,267
shares
|
$487,169
0.01% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,155
shares
|
$481,854
0.01% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
10,140
shares
|
$481,143
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,076
shares
|
$478,106
0.03% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
10,058
shares
|
$477,252
0.19% of portfolio
|
Q4 2025
Reduced 2.95%
|
|