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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

832 managers (840 13F filers) reported a position in SPEM shares at 2025-03-31, 197,801,668 shares in all. 63 filers opened a position and 49 filers sold out during the quarter.

Managers
832
13F filers
840
New
63
Added
341
Reduced
308
Sold out
49
Shares held by filers
197,801,668

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC107,791$4.24M0.13%+10,14913F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK102,363$4.23M0.39%013F-HRTimeline
Municipal Employees' Retirement System …107,144$4.22M0.05%013F-HRTimeline
Gibbs Wealth Management105,799$4.17M1%+13,52713F-HRTimeline
Alliance Wealth Management Group104,878$4.13M1.11%+5,64413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC104,799$4.13M<0.01%+6,46313F-HR/ATimelineGroup
Integrated Capital Management, LLC103,885$4.09M2.25%+1,06513F-HRTimeline
Great Point Wealth Advisors, LLC102,242$4.03M0.87%-45813F-HRTimeline
Key Financial Inc101,647$4M0.87%+1,37913F-HRTimeline
Wrenne Financial Planning LLC101,539$4M2.12%-30413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,737$3.97M<0.01%+23,73913F-HRTimelineGroup
PROFFITT & GOODSON INC100,361$3.95M0.65%-5,38813F-HRTimeline
ADE, LLC99,848$3.93M2.26%-72013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC99,324$3.91M0.14%-4,61613F-HRTimeline
Merit Financial Group, LLC98,733$3.89M0.06%-65,36713F-HRTimeline
Bristlecone Advisors, LLC98,614$3.88M0.32%+1,97813F-HRTimeline
Ironwood Wealth Management, LLC.97,994$3.86M1.18%-4,90413F-HRTimeline
Aquire Wealth Advisors, LLC95,944$3.78M1.16%-1,81013F-HRTimeline
AE Wealth Management LLC95,498$3.76M0.03%+11,69113F-HRTimeline
Blue Barn Wealth, LLC94,917$3.74M1.95%+10,85113F-HRTimeline
Advisor Resource Council98,207$3.72M0.3%+91,31313F-HRTimeline
Continuum Advisory, LLC92,200$3.63M0.47%+4,24013F-HRTimeline
Cobblestone Asset Management LLC92,026$3.62M2.12%+42,95413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC90,322$3.56M3.76%+16,53313F-HRTimeline
Tranquilli Financial Advisor LLC90,265$3.55M2.25%+5,77413F-HRTimeline
VISTA INVESTMENT MANAGEMENT90,260$3.55M1.39%-88913F-HRTimeline
HARBOR ADVISORY CORP /MA/89,842$3.54M1.19%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.89,296$3.52M0.53%-1,40713F-HRTimeline
Asset Dedication, LLC89,133$3.51M0.28%-7,95913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,793$3.46M0.01%+41,49313F-HRTimelineGroup
Financial Advocates Investment Manageme…86,922$3.42M0.24%+4,56013F-HRTimeline
BIP Wealth, LLC85,455$3.36M0.22%-9,45413F-HRTimeline
Single Point Partners, LLC84,807$3.34M0.78%+18913F-HRTimeline
Clearwater Capital Advisors, LLC83,770$3.3M0.32%-4,63313F-HRTimeline
Gainplan LLC83,519$3.29M2.14%-1,72113F-HRTimeline
Liquid Strategies, LLC83,382$3.28M0.62%new13F-HRTimeline
Turning Point Benefit Group, Inc.93,236$3.28M3.07%-3,69413F-HRTimeline
SPC Financial, Inc.82,222$3.24M0.28%+2,27113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.81,548$3.21M2.44%+4,07513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC81,372$3.2M0.04%-7,74513F-HRTimeline
INTRUST BANK NA81,182$3.2M0.32%+21,63713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC79,673$3.14M2.44%+6,48213F-HRTimeline
Phoenix Wealth Advisors78,335$3.08M1.34%+14,03113F-HRTimeline
Ervin Investment Management, LLC77,668$3.06M2.06%+4,72113F-HRTimeline
Spartan Planning & Wealth Management77,389$3.05M2.95%-10,76013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/77,238$3.04M<0.01%+3,50013F-HRTimeline
Luken Investment Analytics, LLC77,168$3.04M1.42%-757,10813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC76,838$3.03M1.69%+3,30413F-HR/ATimeline
Kraft, Davis & Associates, LLC78,739$3.02M0.97%+73,50013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC76,396$3.01M0.09%-5,75813F-HRTimeline
IFP Advisors, Inc76,015$2.99M0.09%+3,40313F-HRTimeline
PLANWISER FINANCIAL, LLC74,478$2.99M2.71%13F-HRTimeline
Integrity Wealth Solutions LLC75,498$2.97M1.61%+2,15113F-HRTimeline
ARQ WEALTH ADVISORS, LLC75,425$2.97M1.1%-22,21513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …74,911$2.95M0.08%-30,22713F-HRTimelineGroup
Shum Financial Group, Inc.74,594$2.94M2.54%+1,91613F-HRTimeline
Hobart Private Capital, LLC74,527$2.93M0.73%+9,71413F-HRTimeline
Forbes Financial Planning, Inc.72,718$2.86M2.12%-1,09413F-HRTimeline
Walkner Condon Financial Advisors LLC72,084$2.84M0.57%-261,32513F-HRTimeline
YHB Investment Advisors, Inc.71,857$2.83M0.24%-51013F-HRTimeline
Arete Wealth Advisors, LLC70,350$2.77M0.21%+21,57213F-HRTimeline
LEGACY SOLUTIONS, LLC69,657$2.74M3.02%+2,16013F-HRTimeline
HBW ADVISORY SERVICES LLC69,536$2.74M0.39%+1,17413F-HRTimeline
CHOREO, LLC69,125$2.72M0.04%-6,30613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC69,063$2.72M1.06%+11,14713F-HRTimeline
Winch Advisory Services, LLC69,087$2.72M0.72%+92613F-HRTimeline
Boston Standard Wealth Management, LLC71,507$2.69M0.59%-3,03213F-HRTimeline
PAX Financial Group, LLC68,415$2.69M0.48%-1,36313F-HRTimeline
R. W. Roge & Company, Inc.68,213$2.69M1.47%-57,61013F-HRTimeline
Gladstone Institutional Advisory LLC68,167$2.68M0.13%-9,57813F-HRTimeline
Schwallier Wealth Management LLC68,009$2.68M1.98%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.67,970$2.68M0.16%-13,39713F-HRTimeline
NOVUS ADVISORS, LLC67,340$2.65M2.67%-2,61313F-HRTimeline
BayBridge Capital Group, LLC66,674$2.62M1.89%+4,37113F-HRTimeline
Cornerstone Wealth Management, LLC66,516$2.62M0.18%+2,72313F-HRTimeline
Summit Financial, LLC65,160$2.57M0.07%+2,25913F-HRTimeline
Patriot Financial Group Insurance Agenc…65,097$2.56M0.34%+8,48013F-HRTimeline
Partners in Financial Planning64,126$2.52M0.51%013F-HRTimeline
Forthright Family Wealth Advisory LLC64,106$2.52M1.67%+61913F-HRTimeline
Peterson Wealth Advisors, LLC69,575$2.45M0.47%+10,26413F-HRTimeline
Snowden Capital Advisors LLC62,126$2.45M0.08%+3,82013F-HRTimeline
Quent Capital, LLC62,086$2.44M0.26%+56113F-HRTimeline
Advisory Resource Group61,378$2.42M0.49%-5,27413F-HRTimeline
Parallel Advisors, LLC60,900$2.4M0.05%-35,41613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC60,416$2.38M0.22%+71513F-HR/ATimeline
Midwest Financial Network, LLC60,392$2.38M2.37%+3,78313F-HRTimeline
Leslie Global Wealth, LLC60,034$2.36M1.15%+38613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC59,730$2.35M0.11%+7,39613F-HRTimeline
Echo Wealth Management, LLC59,554$2.34M1.58%-3,12613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.58,849$2.32M0.9%+20313F-HRTimeline
Independent Advisor Alliance58,765$2.31M0.08%-269,42713F-HRTimeline
SIMON QUICK ADVISORS, LLC58,705$2.31M0.13%-1,74113F-HRTimeline
Koshinski Asset Management, Inc.58,169$2.29M0.19%+2,05813F-HRTimeline
Resonant Capital Advisors, LLC58,103$2.29M0.16%+4,04013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC57,855$2.28M1.35%-2,47013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…57,714$2.27M0.56%+5,74813F-HRTimeline
Csenge Advisory Group59,984$2.26M0.13%+91913F-HRTimeline
Larson Financial Group LLC56,948$2.24M0.11%-2,55613F-HRTimeline
Partnership Wealth Management, LLC56,398$2.22M1.88%+1,52613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC56,032$2.21M0.09%-2,77613F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT55,825$2.2M0.57%+37,08113F-HRTimeline
Western Wealth Management, LLC55,569$2.19M0.15%+1,19513F-HRTimeline
BLAIR WILLIAM & CO/IL54,632$2.15M0.01%+16,08913F-HRTimeline
Collier Financial53,988$2.13M1.81%+49,48213F-HRTimeline
Global Financial Private Client, LLC53,712$2.11M0.81%+1,64213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…53,684$2.11M0.38%-7,98613F-HRTimeline
OLIO Financial Planning53,026$2.09M0.72%+9,93813F-HRTimeline
Kathleen S. Wright Associates Inc.52,888$2.08M0.86%-33313F-HRTimeline
Occidental Asset Management, LLC52,804$2.08M0.31%+6,39013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding52,825$2.08M+2,779Timeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD52,372$2.06M0.04%-2,30013F-HRTimelineGroup
FMR LLCin group FMR LLC51,078$2.01M<0.01%+4,33513F-HRTimelineGroup
Vertex Planning Partners, LLC50,794$2M0.44%+20,21913F-HRTimeline
Prime Capital Investment Advisors, LLC50,746$2M0.02%+39,75213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp50,735$2M0.01%-3,77913F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP50,692$2M0.32%+7,39613F-HRTimeline
WBH ADVISORY INC50,577$1.99M0.19%+1,92613F-HRTimeline
McAdam, LLC50,402$1.98M0.12%-23,77113F-HRTimeline
WESCAP Management Group, Inc.50,355$1.98M0.48%-8,49413F-HRTimeline
Belpointe Asset Management LLC50,006$1.97M0.1%+29,30513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC49,519$1.95M0.07%+4,23213F-HRTimeline
Diligent Investors, LLC49,112$1.93M0.47%-64013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.48,083$1.89M0.37%-90613F-HRTimeline
MBA Advisors LLC47,730$1.88M0.93%-5,50213F-HRTimeline
Brown Financial Advisory47,452$1.87M1.18%-92,04913F-HRTimeline
Bison Wealth, LLC47,235$1.86M0.17%+36,41413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…47,102$1.85M0.16%+33313F-HRTimelineGroup
Farther Finance Advisors, LLC46,911$1.85M0.05%+27,40613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.46,766$1.84M0.03%-2,38513F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC46,680$1.84M0.22%-2,84813F-HRTimeline
LOWE BROCKENBROUGH & CO INC45,949$1.81M0.12%013F-HRTimeline
Safeguard Financial, LLC45,948$1.81M0.4%-55413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …44,133$1.74M0.36%+2,65613F-HRTimeline
Modera Wealth Management, LLC43,760$1.72M0.02%-11213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …43,580$1.72M0.22%+24,35113F-HRTimelineGroup
Strategic Financial Planning, Inc.43,173$1.7M1.17%+2813F-HRTimeline
IEQ CAPITAL, LLC42,770$1.68M0.01%013F-HRTimeline
Compound Planning, Inc.42,130$1.66M0.08%-2,89113F-HRTimeline
Dynamic Advisor Solutions LLC42,108$1.66M0.05%-73113F-HRTimeline
Topel & Distasi Wealth Management, LLC41,670$1.64M0.77%-1,24513F-HRTimeline
Cambridge Financial Group, LLC41,594$1.64M0.7%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.41,559$1.64M2.47%+23,31113F-HRTimeline
SMITH, MOORE & CO.41,427$1.63M0.15%013F-HRTimeline
International Private Wealth Advisors L…41,228$1.62M1.56%+2,86713F-HRTimeline
Idaho Trust Co41,191$1.62M0.66%new13F-HRTimeline
IAG Wealth Partners, LLC41,152$1.62M0.25%+31013F-HRTimeline
Outlook Wealth Advisors, LLC39,605$1.56M0.43%-11713F-HRTimeline
Kingsview Wealth Management, LLC39,434$1.55M0.03%-66613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39,260$1.55M0.04%+8713F-HRTimeline
Wealth Advisors of Iowa, LLC39,030$1.54M0.66%+9,22213F-HRTimeline
Vested Financial Planning, LLC38,748$1.53M1.52%+41013F-HRTimeline
Fortitude Financial, LLC38,247$1.51M1.43%+28813F-HRTimeline
Stonehearth Capital Management, LLC38,105$1.5M0.62%013F-HRTimeline
RAINIER FAMILY WEALTH INC37,952$1.49M1.76%+4,55313F-HRTimeline
SCS Capital Management LLC37,057$1.46M0.02%new13F-HR/ATimeline
SOA Wealth Advisors, LLC.36,906$1.45M0.3%+77413F-HRTimeline
MAI Capital Management36,790$1.45M0.01%-4,57213F-HRTimeline
TAGStone Capital, Inc.36,558$1.44M0.71%-14713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding36,097$1.42M+28,352Timeline
BIRCH FINANCIAL GROUP, LLC36,070$1.42M1.27%+23,41613F-HRTimeline
NavPoint Financial, Inc.35,810$1.41M0.99%-4113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.35,800$1.41M0.1%-1,07013F-HRTimelineGroup
CFS Investment Advisory Services, LLC35,747$1.41M0.13%+11,21513F-HRTimeline
FF Advisors,LLC34,930$1.4M0.8%-7,38513F-HRTimeline
NOVEM GROUP35,598$1.4M0.2%+3,41813F-HRTimeline
Hofer & Associates. Inc35,364$1.39M0.94%+71113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,495$1.36M0.03%013F-HRTimelineGroup
AdvisorNet Financial, Inc34,095$1.34M0.1%+45113F-HRTimeline
EP Wealth Advisors, LLC34,023$1.34M0.01%-94313F-HRTimeline
Trivant Custom Portfolio Group, LLC34,006$1.34M0.77%new13F-HRTimeline
Atria Investments, Inc33,972$1.34M0.02%+7,56813F-HRTimeline
RTD Financial Advisors, Inc.33,832$1.33M0.18%+78213F-HRTimeline
Kagan Cocozza Asset Management33,630$1.32M1.08%-12513F-HRTimeline
May Hill Capital, LLC33,620$1.32M0.5%-2313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33,346$1.31M0.01%-2,11913F-HRTimeline
Balboa Wealth Partners33,211$1.31M0.32%+1,15713F-HRTimeline
Foundations Investment Advisors, LLC32,944$1.3M0.02%-5,56113F-HRTimeline
Beacon Bridge Wealth Partners, LLC32,818$1.29M0.55%-4,29013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC32,786$1.29M0.52%-513F-HRTimeline
Lifeworks Advisors, LLC32,450$1.28M0.21%-6,97113F-HRTimeline
Tempus Wealth Planning, LLC32,182$1.27M0.38%+17,11113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,457$1.24M<0.01%-7,15213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,388$1.24M<0.01%+13,97213F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC31,409$1.23M0.13%+26813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,145$1.23M0.82%-313F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC31,128$1.23M0.12%-63713F-HRTimeline
TUDOR INVESTMENT CORP ET AL30,989$1.22M0.01%-28,73913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,215$1.19M<0.01%-3,23613F-HRTimeline
JFS WEALTH ADVISORS, LLC30,040$1.18M0.08%-12713F-HRTimeline
IRON Financial LLC29,638$1.17M0.65%-10813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC29,601$1.17M0.53%-25713F-HRTimeline
Comprehensive Money Management Services…29,128$1.15M0.93%-56713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,101$1.15M<0.01%+1,14113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC29,039$1.14M0.61%013F-HRTimeline
SEEDS INVESTOR LLC28,514$1.12M0.31%+16,32413F-HRTimeline
Lifestyle Asset Management, Inc.28,400$1.12M0.61%+45213F-HRTimeline
Worth Financial Advisory Group, LLC28,204$1.11M0.71%-6,08413F-HRTimeline
Steward Partners Investment Advisory, L…27,769$1.09M0.01%+2,50913F-HRTimeline
Rosenberg Matthew Hamilton27,758$1.09M0.27%-93913F-HRTimeline
McNaughton Wealth Management, LLC27,546$1.08M0.53%-111,54913F-HRTimeline