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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,577
shares
|
$169,728
0.05% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
3,471
shares
|
$164,698
0.13% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
3,464
shares
|
$164,366
0.12% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,453
shares
|
$163,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,410
shares
|
$161,804
0.0% of portfolio
|
Q2 2020
Added 4.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,387
shares
|
$160,713
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,269
shares
|
$155,114
0.09% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,257
shares
|
$154,544
0.03% of portfolio
|
Q2 2023
Reduced 88.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,201
shares
|
$151,887
0.02% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
3,165
shares
|
$150,179
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
2,768
shares
|
$131,341
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,739
shares
|
$129,965
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2,673
shares
|
$126,833
0.02% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,566
shares
|
$121,756
0.0% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
2,528
shares
|
$119,953
0.03% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,491
shares
|
$118,197
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
2,397
shares
|
$113,737
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,390
shares
|
$113,405
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2,206
shares
|
$104,674
0.06% of portfolio
|
Q2 2025
Added 24.63%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
2,134
shares
|
$101,258
0.01% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
2,124
shares
|
$100,783
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
2,007
shares
|
$95,232
0.01% of portfolio
|
Q3 2025
Reduced 74.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,898
shares
|
$90,060
0.03% of portfolio
|
Q3 2025
Added 20.36%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,837
shares
|
$87,165
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,795
shares
|
$85,172
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|