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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
260,011
shares
|
$12.3 Million
3.42% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
258,992
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
256,424
shares
|
$12.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
255,228
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
255,079
shares
|
$12.1 Million
0.41% of portfolio
|
Q4 2025
Added 19.15%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
249,839
shares
|
$11.9 Million
4.16% of portfolio
|
Q3 2025
Added 243.41%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
247,171
shares
|
$11.7 Million
0.1% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
245,600
shares
|
$11.7 Million
5.46% of portfolio
|
Q1 2023
Added 7.56%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
244,063
shares
|
$11.6 Million
1.97% of portfolio
|
Q4 2025
New holding
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
243,902
shares
|
$11.6 Million
9.14% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
240,605
shares
|
$11.4 Million
1.42% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
238,835
shares
|
$11.3 Million
5.04% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
237,808
shares
|
$11.3 Million
1.9% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
236,146
shares
|
$11.2 Million
1.75% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
235,333
shares
|
$11.2 Million
2.67% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
232,130
shares
|
$11 Million
0.11% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
231,738
shares
|
$11 Million
4.87% of portfolio
|
Q4 2025
Added 25.83%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
228,178
shares
|
$10.8 Million
0.4% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
225,707
shares
|
$10.7 Million
2.21% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
225,704
shares
|
$10.7 Million
1.21% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
225,479
shares
|
$10.7 Million
2.51% of portfolio
|
Q4 2025
Reduced 2.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
222,527
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
218,620
shares
|
$10.4 Million
1.59% of portfolio
|
Q4 2025
Added 36.55%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
214,608
shares
|
$10.2 Million
2.69% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
212,549
shares
|
$10.1 Million
1.75% of portfolio
|
Q4 2025
Added 8.44%
|
|