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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
4,880
shares
|
$231,556
0.07% of portfolio
|
Q2 2025
Reduced 47.15%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,869
shares
|
$231,034
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,851
shares
|
$230,179
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
4,780
shares
|
$226,811
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
4,765
shares
|
$226,099
0.05% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
4,743
shares
|
$225,055
0.01% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
4,732
shares
|
$224,533
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
4,719
shares
|
$223,916
0.06% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,694
shares
|
$222,730
0.01% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
4,691
shares
|
$222,587
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
4,653
shares
|
$220,784
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
4,555
shares
|
$216,134
0.12% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
4,531
shares
|
$214,995
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
4,519
shares
|
$214,426
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,392
shares
|
$208,400
0.0% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
4,358
shares
|
$206,787
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
4,292
shares
|
$203,655
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,236
shares
|
$200,998
0.0% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
4,227
shares
|
$200,571
0.02% of portfolio
|
Q4 2025
Reduced 4.88%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
4,125
shares
|
$195,731
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
4,010
shares
|
$190,274
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,951
shares
|
$187,474
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3,821
shares
|
$181,306
0.0% of portfolio
|
Q3 2025
Added 295.14%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
3,686
shares
|
$174,900
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,621
shares
|
$171,816
0.01% of portfolio
|
Q2 2024
Added 24.86%
|
|