Skip to content
Disclosery

SPEM SPDR INDEX SHS FDS

Follow

SHS (fund)

1,018 managers (1,033 13F filers) reported a position in SPEM shares at 2026-06-30, 238,833,603 shares in all. 79 filers opened a position and 45 filers sold out during the quarter.

Managers
1,018
13F filers
1,033
New
79
Added
451
Reduced
347
Sold out
45
Shares held by filers
238,833,603

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning21,397,101$1.11B0.65%-373,97813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,828,888$975M0.13%+520,98713F-HRTimelineGroup
LPL Financial LLC17,883,639$926M0.21%+1,186,99913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,142,176$577M0.06%+4,719,25513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,425,063$488M0.03%+448,25113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,212,048$477M-162,606Timeline
Allworth Financial LP7,221,745$374M1.59%-2,109,99713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP5,231,398$271M0.01%+329,62613F-HRTimelineGroup
TIAAgroup of 4 filers holding4,478,742$232M+4,528Timeline
Financial Engines Advisors L.L.C.3,892,454$202M0.36%-12,929,73413F-HRTimeline
HighTower Advisors, LLC3,540,844$183M0.18%+677,15813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,484,842$181M0.04%+364,27313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,376,307$175M0.21%+117,13513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,360,781$174M0.09%-98,71113F-HRTimelineGroup
Horizon Investments, LLC3,348,734$173M1.9%-754,50013F-HRTimeline
UBS Group AGgroup of 2 filers holding2,460,758$127M-35,243Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,423,495$125M0.94%+47,05413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,333,463$121M0.01%-124,46413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,235,419$116M0.02%+127,22913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,220,199$115M-15,337Timeline
Betterment LLC2,099,840$109M0.18%-48,89313F-HRTimeline
Cetera Investment Advisers1,938,678$100M0.09%-7,17513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,839,674$95.3M0.03%-131,13513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,590,899$82.4M0.1%+256,32213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,506,098$78M0.13%+47,63013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,406,955$72.9M0.36%+616,14313F-HRTimeline
Private Advisor Group, LLC1,382,153$71.6M0.33%+262,30713F-HRTimeline
Advisory Alpha, LLC1,335,026$69.1M1.7%+4,66413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,302,040$67.4M0.4%-7,72013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,265,741$65.5M0.01%+110,45013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,258,087$65.1M0.07%-640,50913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,166,521$60.4M0.08%-107,14113F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC1,110,730$57.5M1.08%-16,43813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,112,313$57.1M<0.01%-91,52413F-HRTimelineGroup
NorthRock Partners, LLC1,092,633$56.6M0.82%-32,00613F-HRTimeline
WCG Wealth Advisors LLC1,032,371$53.5M1.27%+13,42313F-HRTimeline
MML INVESTORS SERVICES, LLC1,002,068$51.9M0.11%+326,18313F-HRTimeline
Elm Partners Management LLC973,914$50.4M1.81%+146,91913F-HRTimeline
Stadion Money Management, LLC940,036$48.7M4.2%-50,37013F-HRTimeline
BlueStem Wealth Partners, LLC885,440$45.8M4.57%+245,27413F-HRTimeline
NewEdge Advisors, LLC879,360$45.5M0.14%+204,27013F-HRTimeline
GREAT LAKES ADVISORS, LLC878,713$45.5M0.35%+6,59713F-HRTimeline
Savvy Advisors, Inc.874,783$45.3M0.97%-169,17713F-HRTimeline
McNamara Financial Services, Inc.865,525$44.8M7.73%+25413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC858,390$44.4M0.13%-6,80313F-HRTimelineGroup
Beacon Pointe Advisors, LLC839,386$43.5M0.2%-40,80913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC808,417$41.9M3.94%+6,77513F-HRTimeline
JNBA Financial Advisors796,899$41.3M3.12%+1,96013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…788,100$40.8M0.73%+13,97013F-HRTimelineGroup
GeoWealth Management, LLC780,430$40.4M1.27%+38,72013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC764,963$39.6M0.63%+36,08013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO739,179$38.3M0.03%-49,38613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC725,002$37.5M0.23%+16,99413F-HRTimelineGroup
Capital Asset Advisory Services LLC711,629$36.8M1.33%+45,16613F-HRTimeline
AlphaStar Capital Management, LLC701,995$36.3M2.31%+38,82213F-HRTimeline
Venturi Wealth Management, LLC700,737$36.3M1.4%+9,87613F-HRTimeline
Global Strategic Investment Solutions, …693,186$35.9M3.21%+2,49913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC669,620$34.7M1.25%+2,96313F-HRTimelineGroup
MATAURO, LLC647,952$33.6M4.44%+50,67513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC619,011$32.1M0.04%+90,26813F-HRTimeline
Cambridge Investment Research Advisors,…609,960$31.6M0.07%-207,64213F-HR/ATimeline
VICUS CAPITAL600,514$31.1M2.01%+28,73213F-HRTimeline
CGN Advisors LLC572,818$29.7M2.17%-13,12313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…564,667$29.2M0.05%-18,89313F-HRTimelineGroup
Impact Partnership Wealth, LLC535,689$27.7M2.7%-250,09913F-HRTimeline
Savant Capital, LLC515,162$25.7M0.08%+300,82313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…486,714$25.2M0.01%+6,76613F-HRTimelineGroup
Ballentine Partners, LLC485,211$25.1M0.31%-2,07613F-HRTimeline
KWB Wealth476,296$24.7M2.11%+4013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.459,082$23.8M0.87%-27,64013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC452,274$23.4M1.28%+11,47913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…455,253$23.3M0.04%-36,27513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC444,230$23M3.02%+4,08313F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.438,923$22.7M<0.01%+95,71513F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC435,418$22.5M5.42%+4,72813F-HRTimeline
Allen Capital Group, LLC431,898$22.4M1.83%+16,19013F-HRTimeline
Chaney Capital Management, Inc.429,538$22.2M6.99%-58113F-HRTimeline
Brio Consultants, LLC424,043$22M2.57%+14,65013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…419,491$21.7M0.03%-75313F-HRTimelineGroup
LANDMARK WEALTH MANAGEMENT, INC.417,135$21.6M7.15%+39,67413F-HRTimeline
MA Private Wealth408,868$21.2M3.15%-28,63213F-HRTimeline
Tradewinds Capital Management, LLC398,992$20.7M3.67%-159,57313F-HRTimeline
Rodgers & Associates, LTD387,231$20.1M1.82%+24,60513F-HRTimeline
CAPITAL ADVISORS INC/OK386,241$20M0.29%+185,76513F-HRTimeline
LPWM LLC384,456$19.9M4.42%+4,35213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC378,284$19.6M0.75%-47113F-HRTimeline
Merit Financial Group, LLC370,844$19.2M0.12%+44,65213F-HR/ATimeline
Valmark Advisers, Inc.370,421$19.2M0.2%+5,27713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.365,871$18.9M2.07%+8,51313F-HR/ATimeline
Luken Investment Analytics, LLC364,088$18.9M6.59%+68413F-HRTimeline
Global Retirement Partners, LLC362,989$18.8M0.29%13F-HRTimeline
N.E.W. Advisory Services LLC358,906$18.6M1.24%-8,47113F-HRTimeline
Facet Wealth, Inc.358,467$18.6M0.27%-14,24413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC355,182$18.4M0.42%+8,79913F-HRTimelineGroup
Fort Point Capital Partners LLC346,612$17.9M1.92%+18,52813F-HRTimeline
ISTHMUS PARTNERS, LLC340,969$17.7M1.71%-6,31013F-HRTimeline
Tortoise Investment Management, LLC336,148$17.4M1.3%-69513F-HRTimeline
West Wealth Group, LLC326,406$16.9M2.76%-82,25213F-HRTimeline
Financial Strategies Group, Inc.327,729$16.8M2.67%-304,73113F-HRTimeline
OLD MISSION CAPITAL LLC321,979$16.7M0.42%+48,61513F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding320,043$16.6M+22,591Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …310,423$16.1M2.61%13F-HRTimelineGroup
Arax Advisory Partners310,211$16.1M0.11%+119,03813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC308,106$16M0.39%+34,67413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC307,414$15.9M1.8%+17,67113F-HRTimeline
Summit Financial, LLC303,250$15.7M0.17%+5,52913F-HRTimeline
Aptus Capital Advisors, LLC298,336$15.4M0.11%+8,25713F-HRTimeline
Geneos Wealth Management Inc.289,994$15M0.31%+9,22613F-HRTimeline
FORBES J M & CO LLP289,824$15M1.18%-2,04913F-HRTimeline
Grey Fox Wealth Advisors, LLC289,275$15M2.35%+26,15613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding286,897$14.9M+162,009Timeline
TRUEFG, LLC279,163$14.5M3.38%+3,85713F-HRTimeline
SigFig Wealth Management, LLC281,548$14.4M0.38%-5,22613F-HRTimeline
EP Wealth Advisors, LLC278,716$14.4M0.06%+173,68613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC274,080$14.2M0.01%+18,23813F-HRTimelineGroup
ERn Financial, LLC269,872$14M2.31%+3,79313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management269,555$14M0.14%-13,13413F-HRTimelineGroup
Cascade Financial Partners, LLC269,542$14M1.21%+20,94013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding266,431$13.8M-5,918Timeline
VICTORY FINANCIAL GROUP, LLC264,863$13.7M1.44%+44,05613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding264,406$13.7M+109,453Timeline
Peak Financial Management, Inc.264,218$13.7M3.14%+2,96213F-HRTimeline
Signal Advisors Wealth, LLC264,017$13.7M0.72%+59,35913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC270,378$13.6M1.78%+14,63013F-HRTimeline
Affiance Financial, LLC261,106$13.5M1.95%+12,19413F-HRTimeline
MONECO ADVISORS, LLC257,782$13.3M0.82%+36,92313F-HRTimeline
HARBOUR INVESTMENTS, INC.254,548$13.2M0.18%+33,60613F-HRTimeline
Sterneck Capital Management, LLC254,543$13.2M5.65%-5,71013F-HRTimeline
Marathon Strategic Advisors, LLC252,223$13.1M7.37%+2,80113F-HRTimeline
Second Line Capital, LLC251,929$13M2.43%+7,85013F-HRTimeline
TRB Wealth Management, LLC250,072$12.9M1.72%+7,93013F-HRTimeline
Waverly Advisors, LLC249,966$12.9M0.08%+14,76313F-HRTimeline
WRAPMANAGER INC248,787$12.9M4.03%-1,28913F-HRTimeline
JDM Financial Group LLC337,825$12.8M4.37%+27,59413F-HRTimeline
Perigon Wealth Management, LLC246,853$12.8M0.2%-60,41413F-HRTimeline
Aspire Private Capital, LLC246,417$12.8M2.64%+16,76913F-HRTimeline
Advyzon Investment Management, LLC239,394$12.4M0.9%+14,78913F-HRTimeline
Atlas Private Wealth Advisors236,625$12.3M2.68%+12,64513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP236,548$12.2M0.01%+42,79413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC233,974$12.1M<0.01%+21,76113F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…232,523$12M4.93%+4,74613F-HRTimeline
Moss Adams Wealth Advisors LLC228,493$11.8M0.74%+11,53513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments227,854$11.8M0.64%+16,52013F-HRTimelineGroup
LexAurum Advisors, LLC225,752$11.7M1.35%-7,74213F-HRTimeline
Vestmark Advisory Solutions, Inc.217,889$11.3M0.11%-32013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.216,735$11.2M0.18%-67713F-HRTimeline
Cobblestone Asset Management LLC215,928$11.2M4.66%+10,31213F-HRTimeline
Revisor Wealth Management LLC207,927$10.8M2.59%+19,53913F-HRTimeline
INTEGRITY ALLIANCE, LLC.207,417$10.7M0.34%+5,31813F-HRTimeline
Valtinson Bruner Financial Planning LLC202,052$10.5M2.62%+10,70213F-HRTimeline
TPG Financial Advisors, LLC198,043$10.3M3.06%-33,83713F-HRTimeline
Hobart Private Capital, LLC197,303$10.2M1.75%-88,76413F-HRTimeline
Integrated Investment Consultants, LLC199,176$10.2M2.01%+86013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …195,981$10.1M0.49%+82613F-HRTimelineGroup
Aquire Wealth Advisors, LLC193,566$10M2.3%-8,64513F-HRTimeline
Values Added Financial LLC190,398$9.86M3.56%+11,76013F-HRTimeline
Farther Finance Advisors, LLC190,272$9.85M0.08%+26313F-HRTimeline
Avior Wealth Management, LLC190,134$9.85M0.26%+157,48413F-HRTimeline
HighPoint Advisor Group LLC186,879$9.68M0.34%-15,76413F-HRTimeline
Simplicity Wealth,LLC185,837$9.62M0.32%+60,46913F-HRTimeline
Detalus Advisors, LLC184,092$9.53M1.86%-41,66713F-HRTimeline
Orion Porfolio Solutions, LLC177,949$9.21M0.07%+3,67413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…175,993$9.11M0.01%-845,04613F-HRTimelineGroup
Clearstead Advisors, LLC175,769$9.1M0.09%+2,19513F-HRTimeline
Vise Technologies, Inc.174,840$9.05M0.1%+62,33013F-HRTimeline
Millington Financial Advisors, LLC179,874$9.03M3.55%+8,46513F-HRTimeline
Trilogy Capital Inc.173,342$8.98M0.35%+18,81913F-HRTimeline
BRIGHTON SECURITIES CORP.171,243$8.87M3.81%+3,92113F-HRTimeline
Portside Wealth Group, LLC170,496$8.83M1.03%+16,87913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC173,260$8.7M0.31%-3,80013F-HRTimeline
Melone Private Wealth, LLC164,377$8.51M3.24%-24,61313F-HRTimeline
IFP Advisors, Inc164,298$8.51M0.15%+25,28413F-HRTimeline
Compton Financial Group, LLC163,486$8.47M1.63%-120,41513F-HRTimeline
Capital Investment Management, Inc.163,273$8.45M2.59%+2,02513F-HRTimeline
ProVise Management Group, LLC162,851$8.43M0.57%+11,58813F-HRTimeline
Financial Insights, Inc.161,493$8.36M2.2%+2413F-HRTimeline
Fonville Wealth Management LLC159,842$8.28M1.35%+4,57713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.159,457$8.26M0.01%+147,66313F-HRTimelineGroup
Uptown Financial Advisors LLC155,992$8.08M5.92%-11113F-HRTimeline
Windsor Capital Management, LLC155,783$8.07M2.1%+56513F-HRTimeline
&PARTNERS155,168$8.03M0.03%+9,30213F-HRTimeline
Delta Wealth Advisors LLC153,984$7.97M5.7%+19,07813F-HRTimeline
Western Wealth Management, LLC153,947$7.97M0.26%+17,20313F-HRTimeline
Heritage Family Offices, LLP153,497$7.95M3.07%-74,36113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.153,497$7.95M3.08%+148,31413F-HRTimeline
Brooklyn FI, LLC155,359$7.94M1.45%+6,14213F-HRTimeline
David Kennon Inc152,251$7.88M2.61%-1,59313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK149,799$7.76M0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.149,653$7.75M2.47%+16,26813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC148,579$7.69M0.09%+84,57513F-HRTimelineGroup
WealthTrak Capital Management LLC148,106$7.67M5.04%-7,96513F-HRTimeline
AE Wealth Management LLC147,128$7.62M0.04%+21,28713F-HRTimeline
Wealth Alliance Advisory Group, LLC145,057$7.51M1.09%+45113F-HRTimeline
Optimist Retirement Group LLC141,757$7.34M2.83%-97413F-HRTimeline
IHT Wealth Management, LLC139,650$7.23M0.15%-26,31213F-HRTimeline
Fiduciary Alliance LLC138,738$7.18M0.49%-17,44313F-HRTimeline
Palatine Hill Wealth Management, LLC138,505$7.17M5.78%+7,29213F-HRTimeline
Pure Financial Advisors, LLC138,154$7.15M0.09%-5,69113F-HRTimeline
CX Institutional137,995$7.14M0.21%+2,70413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp137,862$7.14M<0.01%+125,69713F-HRTimelineGroup