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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,691
shares
|
$317,487
0.01% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
6,688
shares
|
$317,345
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
6,669
shares
|
$316,444
0.05% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,647
shares
|
$315,400
0.05% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,612
shares
|
$313,739
0.14% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,575
shares
|
$311,983
0.02% of portfolio
|
Q3 2025
Reduced 88.95%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
6,415
shares
|
$304,391
0.03% of portfolio
|
Q4 2025
Reduced 71.83%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
6,343
shares
|
$300,975
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
6,331
shares
|
$300,405
0.07% of portfolio
|
Q4 2025
Reduced 2.96%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,301
shares
|
$298,982
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
6,270
shares
|
$297,511
0.07% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
6,253
shares
|
$296,704
0.02% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
6,239
shares
|
$296,040
0.01% of portfolio
|
Q4 2025
Reduced 5.3%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,198
shares
|
$294,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,183
shares
|
$293,383
0.03% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
6,099
shares
|
$289,397
0.04% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
6,074
shares
|
$288,211
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
6,068
shares
|
$287,926
0.05% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,045
shares
|
$286,835
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,957
shares
|
$282,659
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,800
shares
|
$275,210
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,785
shares
|
$274,498
0.15% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
5,693
shares
|
$270,132
0.19% of portfolio
|
Q4 2025
Added 9.4%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
5,614
shares
|
$266,384
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
5,563
shares
|
$263,964
0.11% of portfolio
|
Q4 2025
Reduced 4.69%
|
|