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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
8,819
shares
|
$418,461
0.05% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,750
shares
|
$415,187
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
8,731
shares
|
$414,285
0.1% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
8,697
shares
|
$412,672
0.09% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
8,528
shares
|
$404,653
0.19% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,491
shares
|
$402,897
0.01% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
8,446
shares
|
$400,762
0.03% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
8,433
shares
|
$400,145
0.12% of portfolio
|
Q4 2025
Reduced 6.98%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
8,368
shares
|
$397,061
0.06% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,349
shares
|
$396,160
0.12% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8,321
shares
|
$394,831
0.04% of portfolio
|
Q3 2025
Added 40.94%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
8,304
shares
|
$394,024
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,285
shares
|
$393,123
0.12% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,254
shares
|
$391,652
0.01% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
8,241
shares
|
$391,035
0.1% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
8,236
shares
|
$390,798
0.21% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
8,195
shares
|
$388,852
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,143
shares
|
$386,385
0.26% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,131
shares
|
$385,815
0.01% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,095
shares
|
$384,107
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
8,003
shares
|
$379,742
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
7,976
shares
|
$378,461
0.1% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
E&G Advisors, LP
|
Jan 23, 2026 Q4 2025 |
7,932
shares
|
$376,373
0.09% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
7,891
shares
|
$374,427
0.09% of portfolio
|
Q4 2025
Added 3.3%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
7,878
shares
|
$373,811
0.12% of portfolio
|
Q4 2025
Reduced 0.25%
|
|