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 988 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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
850
shares
|
$40,332
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
831
shares
|
$39,430
0.01% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
800
shares
|
$37,960
0.02% of portfolio
|
Q2 2024
Reduced 94.36%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
800
shares
|
$37,960
0.0% of portfolio
|
Q1 2016
Reduced 50.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
771
shares
|
$36,583
0.01% of portfolio
|
Q3 2025
Added 147.91%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
762
shares
|
$36,156
0.01% of portfolio
|
Q3 2025
Reduced 46.49%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
748
shares
|
$35,492
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
673
shares
|
$31,933
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
655
shares
|
$31,079
0.03% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
640
shares
|
$30,368
0.01% of portfolio
|
Q3 2025
Reduced 79.91%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
626
shares
|
$29,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
621
shares
|
$29,466
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
618
shares
|
$29,324
0.0% of portfolio
|
Q3 2025
Added 2031.03%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
611
shares
|
$28,991
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
590
shares
|
$27,995
0.0% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
561
shares
|
$26,619
0.02% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
518
shares
|
$24,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
516
shares
|
$24,484
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
506
shares
|
$24,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
500
shares
|
$23,725
0.0% of portfolio
|
Q2 2018
Reduced 14.89%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
477
shares
|
$22,633
0.01% of portfolio
|
Q2 2025
Added 64.48%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
472
shares
|
$22,396
0.0% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
468
shares
|
$22,206
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
468
shares
|
$22,206
0.01% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
467
shares
|
$22,159
0.01% of portfolio
|
Q4 2025
New holding
|
|