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 |
|---|---|---|---|---|---|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
166,715
shares
|
$7.91 Million
3.78% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163,310
shares
|
$7.75 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
161,208
shares
|
$7.65 Million
0.1% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
159,402
shares
|
$7.56 Million
2.09% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
159,360
shares
|
$7.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
157,815
shares
|
$7.49 Million
2.94% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
154,460
shares
|
$7.33 Million
2.48% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
154,134
shares
|
$7.31 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
153,881
shares
|
$7.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
153,072
shares
|
$7.26 Million
1.46% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
153,072
shares
|
$7.26 Million
0.15% of portfolio
|
Q3 2025
Added 413.66%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
151,314
shares
|
$7.18 Million
0.47% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
150,584
shares
|
$7.15 Million
0.85% of portfolio
|
Q4 2025
Reduced 2.54%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
146,742
shares
|
$6.96 Million
0.52% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
146,367
shares
|
$6.95 Million
3.9% of portfolio
|
Q4 2025
Added 34.74%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
145,888
shares
|
$6.92 Million
0.6% of portfolio
|
Q4 2023
Reduced 4.77%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
145,707
shares
|
$6.91 Million
0.32% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
145,175
shares
|
$6.89 Million
5.59% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
144,663
shares
|
$6.86 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
144,230
shares
|
$6.84 Million
1.5% of portfolio
|
Q4 2025
Added 19.94%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
143,786
shares
|
$6.82 Million
3.12% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jan 23, 2026 Q4 2025 |
143,200
shares
|
$6.79 Million
4.8% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
143,193
shares
|
$6.79 Million
0.84% of portfolio
|
Q4 2025
Added 23.96%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
141,570
shares
|
$6.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
140,865
shares
|
$6.68 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.23%
|
|