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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
347,517
shares
|
$16.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
339,952
shares
|
$16.1 Million
7.23% of portfolio
|
Q4 2025
Reduced 9.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
339,371
shares
|
$16.1 Million
1.17% of portfolio
|
Q2 2023
Added 4.04%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
338,424
shares
|
$16.1 Million
0.93% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
337,936
shares
|
$16 Million
5.81% of portfolio
|
Q4 2025
Added 21.48%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
322,450
shares
|
$15.3 Million
0.44% of portfolio
|
Q3 2025
Added 68.23%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
320,969
shares
|
$15.2 Million
1.45% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
311,202
shares
|
$14.8 Million
1.14% of portfolio
|
Q3 2025
Added 1260.98%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
306,171
shares
|
$14.5 Million
6.91% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
305,866
shares
|
$14.5 Million
0.48% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
303,211
shares
|
$14.4 Million
0.74% of portfolio
|
Q4 2025
Added 13.51%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
296,056
shares
|
$14 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
292,337
shares
|
$13.9 Million
4.26% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
291,685
shares
|
$13.8 Million
0.43% of portfolio
|
Q4 2025
Reduced 5.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
290,015
shares
|
$13.8 Million
0.5% of portfolio
|
Q3 2025
Added 101.15%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
288,104
shares
|
$13.7 Million
2.42% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
287,113
shares
|
$13.6 Million
1.06% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
285,924
shares
|
$13.6 Million
2.65% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 21, 2026 Q4 2025 |
271,073
shares
|
$12.9 Million
3.51% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
270,813
shares
|
$12.9 Million
2.58% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
269,582
shares
|
$12.8 Million
1.7% of portfolio
|
Q4 2025
Added 23.13%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
267,022
shares
|
$12.7 Million
5.99% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
266,361
shares
|
$12.6 Million
0.29% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
263,223
shares
|
$12.5 Million
6.86% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
263,116
shares
|
$12.5 Million
0.74% of portfolio
|
Q2 2025
Added 15.2%
|
|