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 |
|---|---|---|---|---|---|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
7,751
shares
|
$367,784
0.11% of portfolio
|
Q4 2025
Added 62.94%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
7,732
shares
|
$366,883
0.11% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
7,698
shares
|
$365,270
0.02% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
7,698
shares
|
$365,270
0.01% of portfolio
|
Q3 2025
Reduced 47.4%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
7,608
shares
|
$360,999
0.01% of portfolio
|
Q3 2025
Added 49.68%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
7,583
shares
|
$359,813
0.15% of portfolio
|
Q4 2025
Reduced 9.53%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
7,568
shares
|
$359,101
0.28% of portfolio
|
Q3 2025
Added 22.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
7,532
shares
|
$357,393
0.01% of portfolio
|
Q4 2025
Reduced 12.33%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 23, 2026 Q4 2025 |
7,445
shares
|
$353,265
0.18% of portfolio
|
Q2 2024
Reduced 51.87%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
7,373
shares
|
$349,848
0.21% of portfolio
|
Q3 2025
Added 34.49%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
7,353
shares
|
$348,899
0.06% of portfolio
|
Q4 2025
Reduced 8.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,319
shares
|
$347,286
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
7,286
shares
|
$345,720
0.16% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
7,236
shares
|
$343,348
0.15% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
7,181
shares
|
$340,738
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
7,100
shares
|
$336,895
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
6,981
shares
|
$331,248
0.06% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
6,942
shares
|
$329,397
0.01% of portfolio
|
Q4 2025
Reduced 3.0%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
6,898
shares
|
$327,310
0.19% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
6,870
shares
|
$325,981
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
6,840
shares
|
$324,558
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
6,836
shares
|
$324,368
0.0% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
6,753
shares
|
$320,429
0.05% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
6,711
shares
|
$318,436
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
6,697
shares
|
$317,772
0.16% of portfolio
|
Q4 2025
Added 11.84%
|
|