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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

824 managers (831 13F filers) reported a position in SPEM shares at 2024-12-31, 197,023,003 shares in all. 49 filers opened a position and 50 filers sold out during the quarter.

Managers
824
13F filers
831
New
49
Added
334
Reduced
289
Sold out
50
Shares held by filers
197,023,003

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PROFFITT & GOODSON INC105,749$4.06M0.67%-2,45713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …105,138$4.03M0.11%+12,16613F-HRTimelineGroup
Mascoma Wealth Management LLC103,952$3.99M1%-1,60313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC103,940$3.99M0.15%+17113F-HRTimeline
Ironwood Wealth Management, LLC.102,898$3.95M1.22%-1,19413F-HRTimeline
Integrated Capital Management, LLC102,820$3.94M2.1%+3,96813F-HRTimeline
Great Point Wealth Advisors, LLC102,700$3.94M0.86%-71313F-HRTimeline
Wrenne Financial Planning LLC101,843$3.91M2.22%+1,47413F-HRTimeline
Portside Wealth Group, LLC101,122$3.88M0.64%+1,67513F-HR/ATimeline
ADE, LLC100,568$3.86M2.37%-41213F-HRTimeline
Key Financial Inc100,268$3.85M0.87%-73913F-HRTimeline
Alliance Wealth Management Group99,234$3.81M1.02%+2,19213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC98,336$3.77M<0.01%+78,24613F-HRTimelineGroup
Aquire Wealth Advisors, LLC97,754$3.75M1.16%-4,13713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC97,642$3.75M0.11%+12,14213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC97,640$3.75M1.43%-19,81513F-HRTimeline
Asset Dedication, LLC97,092$3.73M0.29%-6,90713F-HRTimeline
WealthTrak Capital Management LLC96,904$3.72M3.14%13F-HRTimeline
Turning Point Benefit Group, Inc.96,930$3.71M3.53%13F-HRTimeline
Bristlecone Advisors, LLC96,636$3.71M0.29%-2,39813F-HRTimeline
Parallel Advisors, LLC96,316$3.7M0.08%+43,75713F-HRTimeline
ORBA Wealth Advisors, L.L.C.96,234$3.69M1.93%+1,05813F-HRTimeline
BIP Wealth, LLC94,909$3.64M0.24%-3,93813F-HRTimeline
Gibbs Wealth Management92,272$3.54M0.96%+18,48013F-HRTimeline
VISTA INVESTMENT MANAGEMENT91,149$3.5M1.33%+51613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.90,703$3.48M0.52%-1,57113F-HR/ATimeline
West Wealth Group, LLC90,621$3.48M1.04%+9,79313F-HRTimeline
Austin Private Wealth, LLC89,888$3.45M0.32%+7,25313F-HRTimeline
HARBOR ADVISORY CORP /MA/89,842$3.45M1.13%+19,59313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC89,117$3.42M0.05%-15,45113F-HRTimeline
Clearwater Capital Advisors, LLC88,403$3.39M0.33%+19,44613F-HRTimeline
Spartan Planning & Wealth Management88,149$3.38M3.09%13F-HRTimeline
Continuum Advisory, LLC87,960$3.38M0.43%+1,84613F-HRTimeline
Gainplan LLC85,240$3.27M1.24%+1,49813F-HRTimeline
Single Point Partners, LLC84,618$3.25M0.75%+4313F-HRTimeline
Tranquilli Financial Advisor LLC84,491$3.24M2.05%+22,98613F-HRTimeline
Blue Barn Wealth, LLC84,066$3.23M1.7%+3,99813F-HRTimeline
AE Wealth Management LLC83,807$3.22M0.03%+6,43113F-HRTimeline
Financial Advocates Investment Manageme…82,362$3.16M0.18%+11,13713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC82,154$3.15M0.09%-89613F-HRTimeline
McKinley Carter Wealth Services, Inc.81,367$3.12M0.19%-75113F-HRTimeline
Merriman Wealth Management, LLC80,057$3.07M0.13%-56,63613F-HRTimeline
SPC Financial, Inc.79,951$3.07M0.27%+61013F-HRTimeline
NSI Retail Advisors, LLC79,400$3.05M0.48%013F-HRTimeline
Aveo Capital Partners, LLC79,288$3.04M0.33%-10,55113F-HRTimeline
ONE Advisory Partners, LLC78,168$3M1.33%+60913F-HRTimeline
Gladstone Institutional Advisory LLC77,745$2.98M0.14%-11,47113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.77,473$2.98M2.1%-3,78013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,998$2.95M<0.01%+12,43313F-HRTimelineGroup
CHOREO, LLC75,431$2.9M0.04%-2,70413F-HRTimeline
Boston Standard Wealth Management, LLC74,539$2.86M0.56%+1,50413F-HRTimeline
McAdam, LLC74,173$2.85M0.16%-2,82713F-HRTimeline
Forbes Financial Planning, Inc.73,812$2.83M1.37%+67613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC73,789$2.83M3.08%13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/73,738$2.83M<0.01%+12513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC73,534$2.82M1.59%-3,50313F-HRTimeline
Revisor Wealth Management LLC73,253$2.82M2.6%-26,74813F-HRTimeline
Integrity Wealth Solutions LLC73,347$2.81M1.58%-2,99013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC73,191$2.81M2.42%+19,19313F-HRTimeline
Ervin Investment Management, LLC72,947$2.8M1.81%+3,59713F-HRTimeline
Shum Financial Group, Inc.72,678$2.79M2.41%+68513F-HRTimeline
IFP Advisors, Inc72,612$2.79M0.09%-5,77413F-HRTimeline
YHB Investment Advisors, Inc.72,367$2.78M0.23%+89813F-HRTimeline
NOVUS ADVISORS, LLC69,953$2.68M2.67%13F-HRTimeline
PAX Financial Group, LLC69,778$2.68M0.48%-3,36113F-HRTimeline
HBW ADVISORY SERVICES LLC68,362$2.62M0.27%-2,57313F-HRTimeline
Winch Advisory Services, LLC68,161$2.62M0.68%+60213F-HRTimeline
LEGACY SOLUTIONS, LLC67,497$2.59M2.82%13F-HRTimeline
Midwest Capital Advisors, LLC67,018$2.57M1.88%13F-HRTimeline
Advisory Resource Group66,652$2.56M0.54%+6,43913F-HRTimeline
Hobart Private Capital, LLC64,813$2.49M0.62%-3,86013F-HRTimeline
Phoenix Wealth Advisors64,304$2.47M1.07%+17,14013F-HRTimeline
Partners in Financial Planning64,126$2.46M0.5%+1,23013F-HRTimeline
Capital Planning Advisors, LLC63,874$2.45M0.38%+51,77213F-HRTimeline
Cornerstone Wealth Management, LLC63,793$2.45M0.17%+6,27813F-HRTimeline
Forthright Family Wealth Advisory LLC63,487$2.44M1.58%-4,38713F-HRTimeline
Summit Financial, LLC62,901$2.41M0.08%+1,77813F-HRTimeline
Echo Wealth Management, LLC62,680$2.41M1.66%+1,27613F-HRTimeline
BayBridge Capital Group, LLC62,303$2.39M1.73%+1,39313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…61,670$2.37M0.39%-7,72213F-HRTimeline
Quent Capital, LLC61,525$2.36M0.24%-3,09313F-HRTimeline
SIMON QUICK ADVISORS, LLC60,446$2.32M0.14%-10,14413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC60,325$2.31M1.44%-83,20313F-HRTimeline
TUDOR INVESTMENT CORP ET AL59,728$2.29M0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC59,701$2.29M0.17%-77013F-HRTimeline
Leslie Global Wealth, LLC59,648$2.29M1.06%-2,47013F-HRTimeline
INTRUST BANK NA59,545$2.28M0.23%+10,17013F-HRTimeline
Larson Financial Group LLC59,504$2.28M0.12%-5,09713F-HRTimeline
Peterson Wealth Advisors, LLC59,311$2.28M0.41%+22,22113F-HRTimeline
Csenge Advisory Group59,065$2.27M0.12%-1,42113F-HRTimeline
WESCAP Management Group, Inc.58,849$2.26M0.55%+3,40713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC58,808$2.26M0.17%-10,07413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.58,646$2.25M0.9%-27413F-HRTimeline
Snowden Capital Advisors LLC58,306$2.24M0.07%+1,27513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC57,916$2.22M0.85%+6,36713F-HRTimeline
Patriot Financial Group Insurance Agenc…56,617$2.17M0.29%+2,49113F-HRTimeline
Midwest Financial Network, LLC56,609$2.17M2.26%13F-HRTimeline
Koshinski Asset Management, Inc.56,111$2.15M0.19%-1,18013F-HRTimeline
Partnership Wealth Management, LLC54,872$2.11M1.75%+4,78313F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD54,672$2.1M0.04%-40013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp54,514$2.09M0.01%-6,90313F-HRTimelineGroup
Western Wealth Management, LLC54,374$2.09M0.14%-16,60213F-HR/ATimeline
Resonant Capital Advisors, LLC54,063$2.07M0.15%+2,11213F-HRTimeline
MBA Advisors LLC53,232$2.04M1.04%-2,21813F-HRTimeline
Kathleen S. Wright Associates Inc.53,221$2.04M0.85%+74713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC52,334$2.01M0.09%+3,05813F-HRTimeline
Global Financial Private Client, LLC52,070$2M0.75%-1,18113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…51,966$1.99M0.49%+1,33313F-HRTimeline
GREENWOOD GEARHART LLC51,109$1.96M0.14%new13F-HRTimeline
Diligent Investors, LLC49,752$1.91M0.44%+1,63813F-HRTimeline
Kohmann Bosshard Financial Services, LLC49,528$1.9M0.23%+66813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.49,151$1.89M0.03%+7,54113F-HRTimelineGroup
Cobblestone Asset Management LLC49,072$1.88M1.23%-58313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.48,989$1.88M0.38%-1,84813F-HRTimeline
Arete Wealth Advisors, LLC48,778$1.87M0.14%+6,93513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding50,046$1.87M-21,629Timeline
WBH ADVISORY INC48,651$1.87M0.17%+2,12413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…46,769$1.79M0.15%+2,71313F-HRTimelineGroup
FMR LLCin group FMR LLC46,743$1.79M<0.01%+10,37413F-HRTimelineGroup
Safeguard Financial, LLC46,502$1.78M0.39%+2,88913F-HRTimeline
Occidental Asset Management, LLC46,414$1.78M0.28%+31213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,300$1.78M<0.01%+1,52013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC45,949$1.76M0.11%+7,19913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,287$1.74M0.06%+20,08413F-HRTimeline
Compound Planning, Inc.45,021$1.73M0.09%+13,05213F-HRTimeline
FF Advisors,LLC42,315$1.7M1.17%-4,04013F-HRTimeline
Modera Wealth Management, LLC43,872$1.68M0.02%+37,97013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP43,296$1.66M0.25%-29113F-HRTimeline
Strategic Financial Planning, Inc.43,145$1.66M1.13%-35013F-HRTimeline
OLIO Financial Planning43,088$1.65M0.58%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC42,915$1.65M0.71%013F-HRTimeline
Dynamic Advisor Solutions LLC42,839$1.64M0.07%-29,54713F-HRTimeline
IEQ CAPITAL, LLC42,770$1.64M0.02%new13F-HRTimeline
Cambridge Financial Group, LLC41,594$1.6M0.68%-23813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,477$1.59M0.34%+9,70713F-HRTimeline
SMITH, MOORE & CO.41,427$1.59M0.15%013F-HRTimeline
MAI Capital Management41,362$1.59M0.01%-7,37513F-HRTimeline
IAG Wealth Partners, LLC40,842$1.57M0.28%+1,97913F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK40,489$1.55M0.05%013F-HRTimelineGroup
Kingsview Wealth Management, LLC40,100$1.54M0.03%+1,45413F-HRTimeline
Outlook Wealth Advisors, LLC39,722$1.52M0.44%-4,16413F-HRTimeline
Lifeworks Advisors, LLC39,421$1.51M0.27%-8,73413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39,173$1.5M0.04%+4,17213F-HRTimeline
Westfuller Advisors, LLC39,088$1.5M0.95%+1,99313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,609$1.48M<0.01%-180,29813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL38,543$1.48M<0.01%+10,36313F-HRTimeline
Foundations Investment Advisors, LLC38,505$1.48M0.03%-77813F-HRTimeline
International Private Wealth Advisors L…38,361$1.47M1.46%+56713F-HRTimeline
Vested Financial Planning, LLC38,338$1.47M1.39%13F-HRTimeline
Stonehearth Capital Management, LLC38,105$1.46M0.59%-1,30313F-HRTimeline
Fortitude Financial, LLC37,959$1.46M0.81%13F-HRTimeline
Beacon Bridge Wealth Partners, LLC37,108$1.42M0.6%-59313F-HRTimeline
Security Financial Services, INC.37,089$1.42M0.29%+1,17913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.36,870$1.41M0.1%+11,66713F-HRTimelineGroup
TAGStone Capital, Inc.36,705$1.41M0.69%-1,12813F-HRTimeline
SOA Wealth Advisors, LLC.36,132$1.39M0.26%+5,32213F-HR/ATimeline
Simplicity Wealth,LLC36,095$1.38M0.29%-19,56513F-HRTimeline
NavPoint Financial, Inc.35,851$1.38M1.09%-1713F-HRTimeline
Peninsula Wealth, LLC35,674$1.37M0.23%+10,77813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,495$1.36M0.03%-2,77813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,465$1.36M0.01%+22,59713F-HRTimeline
EP Wealth Advisors, LLC34,966$1.34M0.01%+13,02313F-HRTimeline
Hofer & Associates. Inc34,653$1.33M0.89%+6,67713F-HRTimeline
Worth Financial Advisory Group, LLC34,288$1.32M0.81%-4,77513F-HRTimeline
Kagan Cocozza Asset Management33,755$1.3M1.08%13F-HRTimeline
AdvisorNet Financial, Inc33,644$1.29M0.11%-14513F-HRTimeline
May Hill Capital, LLC33,643$1.29M0.5%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,451$1.28M<0.01%+83313F-HRTimeline
RAINIER FAMILY WEALTH INC33,399$1.28M1.55%13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC33,267$1.28M0.32%-434,71613F-HRTimeline
RTD Financial Advisors, Inc.33,050$1.27M0.16%-7613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC32,791$1.26M0.49%-22613F-HRTimeline
NOVEM GROUP32,180$1.23M0.18%13F-HRTimeline
Balboa Wealth Partners32,054$1.23M0.28%-4,56713F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC31,765$1.22M0.13%+81613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC31,141$1.2M0.12%+23,34813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,148$1.2M0.79%-22713F-HRTimeline
Vertex Planning Partners, LLC30,575$1.17M0.26%+14913F-HRTimeline
JFS WEALTH ADVISORS, LLC30,167$1.16M0.08%-18513F-HRTimeline
3EDGE Asset Management, LP29,879$1.15M0.07%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC29,858$1.15M0.52%+33013F-HRTimeline
Wealth Advisors of Iowa, LLC29,808$1.14M0.58%+6,42413F-HRTimeline
IRON Financial LLC29,746$1.14M0.64%+10613F-HRTimeline
Comprehensive Money Management Services…29,695$1.14M0.94%13F-HRTimeline
Thompson David Blair29,666$1.14M0.83%13F-HRTimeline
Bond & Devick Financial Network, Inc.27,288$1.13M0.48%013F-HRTimeline
Clear Creek Financial Management, LLC29,246$1.12M0.12%-13,19613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC29,039$1.11M0.58%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC28,880$1.11M0.29%13F-HRTimeline
Rosenberg Matthew Hamilton28,697$1.1M0.29%+70213F-HRTimeline
OneDigital Investment Advisors LLC28,010$1.07M0.01%-16,92213F-HRTimeline
AllGen Financial Advisors, Inc.27,992$1.07M0.36%-7,31213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,960$1.07M<0.01%-26,17413F-HRTimeline
Lifestyle Asset Management, Inc.27,948$1.07M0.58%+72113F-HRTimeline
Vantage Financial Partners, LLC27,801$1.07M0.27%-2,02313F-HRTimeline
Frisch Financial Group, Inc.26,858$1.03M0.31%-51113F-HRTimeline
USAdvisors Wealth Management, LLC26,549$1.02M0.33%-91113F-HRTimeline
Atria Investments, Inc26,404$1.01M0.01%-11,37113F-HRTimeline
Perennial Investment Advisors, LLC25,931$995K0.12%-29,71513F-HRTimeline
Collaborative Wealth Managment Inc.25,393$974K0.44%-2,64713F-HRTimeline