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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
239
shares
|
$11,340
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
238
shares
|
$11,293
0.0% of portfolio
|
Q3 2024
Reduced 51.23%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
230
shares
|
$10,913
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
220
shares
|
$10,439
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
217
shares
|
$10,296
0.0% of portfolio
|
Q3 2025
Reduced 39.04%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
211
shares
|
$10,011
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
200
shares
|
$9,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
196
shares
|
$9,300
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
196
shares
|
$9,300
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
195
shares
|
$9,252
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
178
shares
|
$8,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
176
shares
|
$8,351
0.0% of portfolio
|
Q3 2025
Reduced 98.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
174
shares
|
$8,256
0.0% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
170
shares
|
$8,066
0.01% of portfolio
|
Q3 2025
Reduced 77.51%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
167
shares
|
$7,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
157
shares
|
$7,449
0.0% of portfolio
|
Q2 2022
Reduced 60.35%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
156
shares
|
$7,402
0.0% of portfolio
|
Q2 2025
Reduced 56.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
140
shares
|
$6,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
139
shares
|
$6,595
0.0% of portfolio
|
Q4 2022
Added 61.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
134
shares
|
$6,358
0.01% of portfolio
|
Q3 2025
Reduced 71.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
132
shares
|
$6,263
0.0% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
132
shares
|
$6,263
0.0% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
129
shares
|
$6,121
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
114
shares
|
$5,409
0.0% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
113
shares
|
$5,361
0.0% of portfolio
|
Q4 2025
New holding
|
|