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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
139,492
shares
|
$6.62 Million
0.47% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
139,418
shares
|
$6.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
138,224
shares
|
$6.56 Million
0.47% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
136,020
shares
|
$6.45 Million
0.67% of portfolio
|
Q1 2023
Added 5.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
134,869
shares
|
$6.4 Million
0.17% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
134,409
shares
|
$6.38 Million
2.23% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
132,354
shares
|
$6.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
128,042
shares
|
$6.08 Million
1.61% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 21, 2026 Q4 2025 |
127,249
shares
|
$6.04 Million
1.35% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
127,136
shares
|
$6.03 Million
0.37% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 10, 2025 Q3 2025 |
126,629
shares
|
$6.01 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
125,867
shares
|
$5.97 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
124,665
shares
|
$5.92 Million
0.0% of portfolio
|
Q3 2025
Added 224.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
122,724
shares
|
$5.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
120,611
shares
|
$5.72 Million
2.01% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
120,590
shares
|
$5.72 Million
4.42% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
119,922
shares
|
$5.69 Million
1.29% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
117,120
shares
|
$5.56 Million
1.31% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
116,714
shares
|
$5.54 Million
2.12% of portfolio
|
Q4 2025
Added 3.76%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
115,984
shares
|
$5.5 Million
0.67% of portfolio
|
Q3 2025
Added 286.79%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
115,696
shares
|
$5.49 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Towercrest Capital Management
Newtown, PA |
Jan 21, 2026 Q4 2025 |
114,589
shares
|
$5.44 Million
0.87% of portfolio
|
Q4 2025
Reduced 4.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
114,275
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.51%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
113,979
shares
|
$5.41 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
112,039
shares
|
$5.32 Million
1.31% of portfolio
|
Q4 2025
Reduced 2.19%
|
|