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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,900
shares
|
$469,755
0.03% of portfolio
|
Q3 2025
Reduced 48.97%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
9,842
shares
|
$467,002
0.02% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
9,790
shares
|
$464,535
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 23, 2026 Q4 2025 |
9,763
shares
|
$463,254
0.2% of portfolio
|
Q4 2025
Reduced 10.88%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
9,762
shares
|
$463,206
0.16% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
9,760
shares
|
$463,112
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
9,723
shares
|
$461,356
0.21% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
9,698
shares
|
$460,170
0.09% of portfolio
|
Q4 2022
Added 41.62%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
9,649
shares
|
$457,845
0.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,639
shares
|
$457,370
0.07% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
9,579
shares
|
$454,523
0.12% of portfolio
|
Q4 2025
Added 9.96%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
9,578
shares
|
$454,476
0.09% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,500
shares
|
$450,775
0.02% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,457
shares
|
$448,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
9,367
shares
|
$444,464
0.42% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
9,282
shares
|
$440,430
0.05% of portfolio
|
Q3 2025
Added 80.65%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
9,250
shares
|
$438,912
0.02% of portfolio
|
Q3 2025
Added 32.45%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
9,219
shares
|
$437,441
0.37% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
9,200
shares
|
$436,540
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,058
shares
|
$429,802
0.0% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
9,030
shares
|
$428,473
0.08% of portfolio
|
Q4 2025
Added 4.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
8,963
shares
|
$425,294
0.04% of portfolio
|
Q4 2025
Reduced 11.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
8,870
shares
|
$420,881
0.16% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,868
shares
|
$420,786
0.04% of portfolio
|
Q4 2025
Added 3.16%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
8,846
shares
|
$419,742
0.08% of portfolio
|
Q4 2025
Added 5.6%
|
|