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Disclosery

SPEM SPDR INDEX SHS FDS

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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
Sanctuary Advisors, LLC135,630$7.02M0.03%-6,63213F-HRTimeline
RFG Advisory, LLC134,896$6.98M0.11%-157,09313F-HRTimeline
VestGen Advisors, LLC134,413$6.96M0.2%-60,17013F-HRTimeline
WBH ADVISORY INC133,067$6.89M0.46%+12,97613F-HRTimeline
FMR LLCin group FMR LLC130,979$6.78M<0.01%+28,31413F-HRTimelineGroup
Mascoma Wealth Management LLC129,469$6.7M1.24%+2,96913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV129,408$6.7M0.32%-5,30413F-HRTimeline
Wolff Financial Management LLC128,626$6.66M1.33%+1,85613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV128,229$6.64M0.01%-54,44013F-HR/ATimeline
Mason & Associates, LLC127,423$6.6M1.37%+2,03513F-HRTimeline
Walsh & Associates, LLC126,568$6.55M5.35%+8,03713F-HRTimeline
ONE Advisory Partners, LLC126,193$6.53M1.78%-63,81113F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV125,625$6.5M3.4%-1,78113F-HRTimeline
Kensington Asset Management, LLC123,770$6.41M0.35%+61,50013F-HRTimeline
Vision Capital Management, Inc.122,359$6.34M0.72%-75113F-HRTimeline
SEEDS INVESTOR LLC120,883$6.26M0.64%+16,96913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC120,791$6.25M0.25%+9,85013F-HRTimeline
Red Wave Investments LLC120,042$6.22M1.58%+8,00313F-HRTimeline
Rinkey Investments119,924$6.21M1.46%-39613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding122,322$6.18M+64,095Timeline
Towercrest Capital Management116,999$6.06M0.84%+36813F-HRTimeline
Phoenix Wealth Advisors114,752$5.94M2%+3,67713F-HRTimeline
Wrenne Financial Planning LLC114,545$5.93M2%-2,95713F-HRTimeline
Probity Advisors, Inc.113,514$5.88M0.84%-3,59113F-HRTimeline
Churchill Financial Advisors, LLC112,942$5.85M1.13%+15,48813F-HRTimeline
Integrated Capital Management, LLC112,778$5.84M2.1%+1,57813F-HRTimeline
Boltwood Capital Management112,504$5.83M1.33%+26913F-HRTimeline
Financial Enhancement Group LLC111,791$5.79M0.69%+8,33513F-HRTimeline
Archer Investment Management, LLC110,890$5.74M1.96%-31,60413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.110,268$5.71M0.54%-1,40213F-HRTimeline
Cornerstone Wealth Management, LLC108,493$5.62M0.24%+16,39513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC108,281$5.61M2.15%+5,56113F-HRTimeline
Forefront Wealth Partners, LLC108,013$5.59M1.73%+49,54213F-HRTimeline
BLAIR WILLIAM & CO/IL107,797$5.58M0.01%+92613F-HRTimeline
RIVERSEDGE ADVISORS, LLC106,044$5.49M0.73%-20213F-HRTimeline
Financial Management, Inc.102,287$5.3M4.34%+7,23413F-HRTimeline
Financial Planning Fort Collins, LLC101,842$5.26M4.16%-7,04813F-HRTimeline
Cypress Wealth Services, LLC101,303$5.25M0.65%-35,62413F-HRTimeline
PROFFITT & GOODSON INC100,761$5.22M0.72%+2,02413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.100,682$5.21M0.66%-1,63113F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,641$5.21M<0.01%+6413F-HRTimelineGroup
Independent Advisor Alliance100,402$5.2M0.12%-486,97713F-HRTimeline
INTRUST BANK NA99,934$5.17M0.38%-1,25313F-HRTimeline
Collier Financial98,781$5.11M3.5%+5,31013F-HRTimeline
Key Financial Inc97,507$5.05M0.83%+36613F-HRTimeline
ADE, LLC97,298$5.04M2.13%-36013F-HRTimeline
Axos Invest Inc.96,471$5M3.66%+8,74013F-HRTimeline
Quantinno Capital Management LP96,265$4.98M0.01%+16,43513F-HRTimeline
Advisory Services Network, LLC95,432$4.94M0.06%-4,64713F-HRTimeline
TCP Asset Management, LLC94,872$4.91M0.56%-1,89113F-HRTimeline
ALLIANCEBERNSTEIN L.P.103,901$4.87M<0.01%-7,45613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…95,052$4.87M0.03%-3,96213F-HRTimelineGroup
Ervin Investment Management, LLC93,634$4.85M2.63%+5,18513F-HRTimeline
ABOUND FINANCIAL, LLC93,301$4.83M1.93%-34113F-HRTimeline
VISTA INVESTMENT MANAGEMENT92,786$4.8M1.45%-42613F-HRTimeline
Belpointe Asset Management LLC92,622$4.8M0.16%-7,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC92,038$4.77M0.1%-49,04413F-HRTimelineGroup
Leslie Global Wealth, LLC91,662$4.75M1.85%-13,17913F-HRTimeline
Optas, LLC91,001$4.71M0.66%+11113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC90,606$4.69M0.09%+15,35513F-HRTimeline
Alliance Wealth Management Group90,365$4.68M0.91%-90413F-HRTimeline
True Blue Financial, LLC88,617$4.59M1.94%+84,25813F-HRTimeline
YHB Investment Advisors, Inc.87,743$4.54M0.29%+1,56113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC87,528$4.53M3.63%+1,25613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC87,289$4.52M0.23%-53,21213F-HRTimeline
Great Point Wealth Advisors, LLC86,911$4.5M0.73%-4,89113F-HRTimeline
R. W. Roge & Company, Inc.86,662$4.49M1.9%-60713F-HRTimeline
HARBOR ADVISORY CORP /MA/86,327$4.47M1.2%013F-HRTimeline
Turning Point Benefit Group, Inc.86,628$4.45M1.92%-10,58013F-HRTimeline
Gladstone Institutional Advisory LLC85,734$4.44M0.14%+7,97613F-HRTimeline
Single Point Partners, LLC84,845$4.39M0.77%-9013F-HRTimeline
Gateway Wealth Partners, LLC84,829$4.39M0.26%-78,70213F-HRTimeline
SMART Wealth LLC84,793$4.39M0.95%new13F-HRTimeline
Foundations Investment Advisors, LLC84,610$4.38M0.05%+12,74413F-HRTimeline
Shum Financial Group, Inc.84,553$4.38M2.64%+5,29713F-HRTimeline
AlphaCore Capital LLC84,189$4.36M0.08%-4,36513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK82,391$4.27M0.35%13F-HRTimeline
Parallel Advisors, LLC82,221$4.26M0.07%+14,93413F-HRTimeline
LARCH CAPITAL PARTNERS LLC81,568$4.22M0.6%new13F-HRTimeline
Midwest Financial Network, LLC80,860$4.19M2.86%+8,84513F-HRTimeline
Continuum Advisory, LLC80,846$4.19M0.34%+1,48213F-HRTimeline
TENET WEALTH PARTNERS, LLC82,197$4.16M3.09%13F-HRTimeline
Kingsview Wealth Management, LLC79,217$4.1M0.05%+15,38313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC76,892$3.98M0.09%+68113F-HRTimeline
CHOREO, LLC76,632$3.97M0.04%-1,73613F-HRTimeline
Arete Wealth Advisors, LLC76,035$3.94M0.26%+3,37313F-HR/ATimeline
Kera Capital Partners, Inc.75,656$3.92M0.38%+86813F-HRTimeline
SOA Wealth Advisors, LLC.75,326$3.9M0.66%-5,97813F-HRTimeline
Snowden Capital Advisors LLC75,283$3.9M0.09%+4,26313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76,418$3.88M<0.01%+5,82113F-HRTimelineGroup
Winch Advisory Services, LLC74,710$3.87M0.8%+1,26413F-HRTimeline
PLANWISER FINANCIAL, LLC73,229$3.79M2.64%+22,17113F-HRTimeline
Quent Capital, LLC72,953$3.78M0.23%+24,12713F-HRTimeline
Balefire, LLC72,611$3.76M0.61%+25513F-HRTimeline
Boston Standard Wealth Management, LLC72,835$3.75M0.54%+1,02613F-HRTimeline
Legacy Wealth Partners, LLC71,919$3.72M0.84%+8,62413F-HRTimeline
Integrity Wealth Solutions LLC71,624$3.71M1.37%-4,47513F-HRTimeline
Partners in Financial Planning71,590$3.71M0.56%+32913F-HRTimeline
EHRLICH FINANCIAL GROUP70,740$3.66M1.88%-25,10413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/70,450$3.65M<0.01%013F-HRTimeline
OLIO Financial Planning70,419$3.65M0.9%+2,44613F-HRTimeline
Tranquilli Financial Advisor LLC69,588$3.6M1.94%-6,84813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC68,417$3.54M0.03%-26513F-HRTimeline
Bleakley Financial Group, LLC67,253$3.48M0.04%new13F-HRTimeline
BayBridge Capital Group, LLC66,621$3.45M1.8%+4,58113F-HRTimeline
LEGACY SOLUTIONS, LLC65,582$3.4M2.75%-44813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,453$3.39M0.04%+5,01813F-HRTimelineGroup
RETIREMITTEN FINANCIAL LLC65,384$3.39M1.43%+2,39613F-HRTimeline
BIP Wealth, LLC65,270$3.38M0.1%+3,03513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC64,303$3.33M0.8%-3,73813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC63,266$3.28M0.13%+42813F-HRTimeline
Global Financial Private Client, LLC63,130$3.27M0.89%+7,81413F-HRTimeline
Drucker Wealth 3.0, LLC63,110$3.27M0.52%-1,53413F-HRTimeline
Xena Financial Planning, LLC62,343$3.23M3.1%+1,83813F-HRTimeline
Ironwood Wealth Management, LLC.62,107$3.22M0.71%-2,75113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC60,620$3.14M1.61%+16,53213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.60,590$3.14M1.78%+2,42013F-HRTimeline
Occidental Asset Management, LLC59,355$3.07M0.31%+1,54613F-HRTimeline
Salomon & Ludwin, LLC58,991$3.07M0.25%+2,68313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.59,004$3.06M0.86%+3,23513F-HRTimeline
Partnership Wealth Management, LLC58,854$3.05M2.06%+1,84513F-HRTimeline
SIMON QUICK ADVISORS, LLC58,521$3.03M0.12%-2,50413F-HRTimeline
Prime Capital Investment Advisors, LLC58,488$3.03M0.03%+8,09313F-HRTimeline
Midwest Capital Advisors, LLC58,167$3.01M1.22%-197,00213F-HRTimeline
Sage Advisory Services, Ltd.Co.58,155$3.01M1.48%new13F-HRTimeline
Wealth Advisors of Iowa, LLC58,143$3.01M0.82%+13,05313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding58,104$3.01M+8,954Timeline
NOVUS ADVISORS, LLC57,570$2.98M6.21%+2,59413F-HRTimeline
Resonant Capital Advisors, LLC57,111$2.96M0.14%+6,64913F-HRTimeline
Maia Wealth LLC56,627$2.93M0.43%+8,08913F-HRTimeline
Livet Wealth, LLC56,524$2.93M1.69%-1,39313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…56,328$2.92M0.43%-3,64513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC56,243$2.91M0.2%+16,73413F-HRTimeline
HBW ADVISORY SERVICES LLC56,197$2.91M0.26%+1,73813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…56,185$2.91M0.03%+3,38013F-HRTimelineGroup
Phillip James Consulting Co.55,309$2.86M1.91%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,271$2.86M0.03%+11,93213F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC53,774$2.78M1.15%-31513F-HRTimeline
Lifestyle Asset Management, Inc.53,758$2.78M0.75%+2,76713F-HRTimeline
Cadent Capital Advisors, LLC53,461$2.77M0.57%+2,32013F-HRTimeline
Kroeger Financial Partners53,096$2.75M2.66%13F-HRTimeline
CSM Advisors, LLC52,916$2.74M0.06%013F-HRTimeline
Walkner Condon Financial Advisors LLC52,790$2.73M0.31%-5,92313F-HRTimeline
McAdam, LLC52,599$2.72M0.11%-1,05013F-HRTimeline
Diligent Investors, LLC52,423$2.71M0.6%-26113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…51,897$2.69M0.36%+54213F-HRTimeline
Asset Dedication, LLC51,894$2.69M0.17%-27913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …51,206$2.65M0.27%+6,40113F-HRTimelineGroup
RTD Financial Advisors, Inc.50,734$2.63M0.29%-14713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC50,706$2.63M<0.01%-13,58313F-HRTimelineGroup
THEORY FINANCIAL LLC50,696$2.63M0.83%+3,80813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK49,916$2.58M0.01%+3,39513F-HRTimelineGroup
Roan Capital Partners49,633$2.57M2.13%-9,28013F-HRTimeline
Richmond Investment Services, LLC48,869$2.53M0.8%-48,54313F-HRTimeline
Vested Financial Planning, LLC48,364$2.5M1.68%+1,55613F-HRTimeline
IAG Wealth Partners, LLC47,579$2.46M0.24%+2,74113F-HRTimeline
Peterson Wealth Advisors, LLC47,492$2.46M0.29%-78013F-HRTimeline
Hirtle & Co., LLC47,285$2.45M0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC46,746$2.42M0.07%-42613F-HRTimeline
Atria Investments, Inc46,733$2.42M0.02%+15,83313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD46,402$2.4M0.02%013F-HRTimelineGroup
PAX Financial Group, LLC46,254$2.4M0.36%-1,93713F-HRTimeline
LOWE BROCKENBROUGH & CO INC45,949$2.38M0.11%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …45,909$2.38M0.05%-4,70413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.45,034$2.33M0.02%+17,08713F-HRTimeline
International Private Wealth Advisors L…45,012$2.33M1.2%+2,51413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.44,848$2.32M3.55%+6,73713F-HRTimeline
Apella Capital, LLC45,267$2.31M0.03%-11613F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC44,382$2.3M0.79%new13F-HRTimeline
Compound Planning, Inc.44,157$2.29M0.06%+9213F-HRTimeline
Kohmann Bosshard Financial Services, LLC42,924$2.22M0.19%-81313F-HRTimeline
Zinnia Wealth Advisory, LLC42,078$2.18M2.22%-36,21213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC42,054$2.18M0.13%013F-HRTimeline
Sherman Wealth Management LLC41,963$2.17M1.64%+2,00113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,780$2.16M<0.01%-1,13913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.40,852$2.12M0.14%+43413F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC40,469$2.1M1.12%+36313F-HRTimeline
Hofer & Associates. Inc40,389$2.09M1.01%+1,45513F-HRTimeline
GK Wealth Management LLC40,318$2.09M1.26%new13F-HRTimeline
LANARK FINANCIAL, INC.39,513$2.05M0.14%-1,28113F-HRTimeline
Brookwood Investment Group LLC39,474$2.04M0.24%+34813F-HRTimeline
Strategic Financial Concepts, LLC39,450$2.04M0.61%+1,30213F-HRTimeline
FF Advisors,LLC39,317$2.04M0.76%+2,30313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC39,260$2.03M0.06%+56713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.39,220$2.03M0.1%-2,84413F-HRTimeline
Cambridge Financial Group, LLC38,711$2M0.63%-68813F-HRTimeline
Tempus Wealth Planning, LLC38,576$2M0.39%+6813F-HRTimeline
AdvisorNet Financial, Inc38,325$1.98M0.09%-6,20713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,011$1.97M0.01%+1,21013F-HRTimeline
Smartleaf Asset Management LLC38,230$1.96M0.06%013F-HRTimeline
Integrity Advisory Solutions, LLC37,498$1.94M0.2%-1,74013F-HRTimeline
Strategic Financial Planning, Inc.37,476$1.94M1.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37,176$1.92M<0.01%+33,30313F-HRTimelineGroup
TAGStone Capital, Inc.36,680$1.9M0.6%-68113F-HRTimeline
SYM FINANCIAL Corp36,648$1.9M0.15%+3,36513F-HRTimeline
MAI Capital Management36,605$1.9M0.01%-7313F-HRTimeline
WESCAP Management Group, Inc.36,433$1.89M0.35%013F-HRTimeline
NavPoint Financial, Inc.36,374$1.88M0.7%-22013F-HRTimeline
J.W. COLE ADVISORS, INC.36,364$1.88M0.03%+76413F-HRTimeline
BlueChip Wealth Advisors LLC36,254$1.88M0.71%+27,65813F-HRTimeline