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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
210,519
shares
|
$9.99 Million
1.69% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
210,060
shares
|
$9.97 Million
0.77% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
208,948
shares
|
$9.91 Million
4.06% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
207,344
shares
|
$9.84 Million
0.04% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
204,989
shares
|
$9.73 Million
0.13% of portfolio
|
Q4 2025
Reduced 5.22%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
202,125
shares
|
$9.59 Million
0.21% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
201,583
shares
|
$9.57 Million
3.68% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
199,814
shares
|
$9.48 Million
2.46% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
197,497
shares
|
$9.37 Million
3.7% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
196,777
shares
|
$9.34 Million
1.88% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
191,174
shares
|
$9.07 Million
3.29% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
189,796
shares
|
$9.01 Million
0.3% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
188,699
shares
|
$8.95 Million
3.07% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
187,912
shares
|
$8.92 Million
0.22% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
187,868
shares
|
$8.91 Million
1.74% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
185,885
shares
|
$8.82 Million
1.36% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
181,068
shares
|
$8.59 Million
0.08% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
179,607
shares
|
$8.52 Million
0.09% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
178,854
shares
|
$8.49 Million
0.16% of portfolio
|
Q3 2022
Added 46.84%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
174,899
shares
|
$8.3 Million
3.46% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
173,924
shares
|
$8.25 Million
3.54% of portfolio
|
Q4 2025
Added 18.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
173,125
shares
|
$8.21 Million
0.64% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
172,962
shares
|
$8.21 Million
0.31% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
172,409
shares
|
$8.18 Million
1.89% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
169,363
shares
|
$8.04 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.07%
|
|