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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

865 managers (874 13F filers) reported a position in SPEM shares at 2025-06-30, 215,469,905 shares in all. 88 filers opened a position and 53 filers sold out during the quarter.

Managers
865
13F filers
874
New
88
Added
389
Reduced
281
Sold out
53
Shares held by filers
215,469,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VICTORY FINANCIAL GROUP, LLC115,046$4.92M0.78%+91713F-HRTimeline
Wolff Financial Management LLC115,010$4.92M1.27%+3,40513F-HRTimeline
Mascoma Wealth Management LLC114,689$4.9M1.14%+3,52313F-HRTimeline
Wrenne Financial Planning LLC114,324$4.89M2.29%+12,78513F-HRTimeline
Arete Wealth Advisors, LLC113,701$4.86M0.34%+43,35113F-HRTimeline
Boltwood Capital Management112,240$4.8M1.36%+53013F-HRTimeline
Integrated Capital Management, LLC109,429$4.79M2.3%+5,54413F-HRTimeline
RIVERSEDGE ADVISORS, LLC109,794$4.69M0.92%-4,01613F-HRTimeline
PROFFITT & GOODSON INC109,639$4.69M0.71%+9,27813F-HRTimeline
Municipal Employees' Retirement System …107,144$4.58M0.06%013F-HRTimeline
Phoenix Wealth Advisors105,558$4.51M1.89%+27,22313F-HRTimeline
Bristlecone Advisors, LLC102,753$4.39M0.37%+4,13913F-HRTimeline
Financial Enhancement Group LLC100,995$4.32M0.62%-16,00813F-HRTimeline
Alliance Wealth Management Group100,564$4.3M1.09%-4,31413F-HRTimeline
ADE, LLC99,219$4.24M2.26%-62913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK102,363$4.23M0.39%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC98,717$4.22M0.15%-60713F-HRTimeline
Vertex Planning Partners, LLC97,940$4.19M0.87%+47,14613F-HRTimeline
Blue Barn Wealth, LLC97,749$4.18M1.97%+2,83213F-HRTimeline
Continuum Advisory, LLC97,558$4.17M0.5%+5,35813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP96,702$4.13M0.01%+8,90913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,176$4.11M<0.01%-4,56113F-HRTimelineGroup
EHRLICH FINANCIAL GROUP96,170$4.11M2.66%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/95,040$4.06M<0.01%+17,80213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.93,790$4.01M0.53%+4,49413F-HRTimeline
Kensington Asset Management, LLC93,373$3.99M0.3%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc92,229$3.94M0.79%-9,41813F-HRTimeline
Turning Point Benefit Group, Inc.91,362$3.9M2.96%-1,87413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC90,575$3.87M3.78%+25313F-HRTimeline
R. W. Roge & Company, Inc.90,477$3.87M2.2%+22,26413F-HRTimeline
Asset Dedication, LLC89,121$3.81M0.28%-1213F-HRTimeline
HARBOR ADVISORY CORP /MA/89,055$3.81M1.21%-78713F-HRTimeline
Raleigh Capital Management Inc.88,340$3.78M1.58%-54,06013F-HRTimeline
VISTA INVESTMENT MANAGEMENT88,020$3.76M1.4%-2,24013F-HRTimeline
Schwallier Wealth Management LLC87,300$3.73M2.28%+19,29113F-HRTimeline
IFP Advisors, Inc87,011$3.72M0.11%+10,99613F-HRTimeline
WBH ADVISORY INC86,684$3.7M0.32%+36,10713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC85,806$3.67M0.1%-21,98513F-HRTimelineGroup
Single Point Partners, LLC85,703$3.66M0.8%+89613F-HRTimeline
Tranquilli Financial Advisor LLC84,512$3.61M2.24%-5,75313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC84,275$3.6M2.76%+63,42113F-HRTimeline
SPC Financial, Inc.84,213$3.6M0.3%+1,99113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC84,099$3.59M0.04%+2,72713F-HRTimeline
INTRUST BANK NA80,885$3.46M0.31%-29713F-HRTimeline
BIP Wealth, LLC79,229$3.39M0.21%-6,22613F-HRTimeline
Ervin Investment Management, LLC79,044$3.38M2.11%+1,37613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC77,536$3.31M0.09%+1,14013F-HRTimeline
Integrity Wealth Solutions LLC75,908$3.24M1.58%+41013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75,647$3.23M1.71%-1,19113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,587$3.23M0.01%-470,55413F-HR/ATimelineGroup
JIM SAULNIER & ASSOCIATES, LLC75,035$3.21M2.19%-4,63813F-HRTimeline
AE Wealth Management LLC74,841$3.2M0.02%-20,65713F-HRTimeline
Parallel Advisors, LLC74,782$3.2M0.06%+13,88213F-HRTimeline
Ironwood Wealth Management, LLC.74,093$3.17M1.16%-23,90113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …74,046$3.16M0.07%-86513F-HRTimelineGroup
Independent Advisor Alliance73,901$3.16M0.09%+15,13613F-HRTimeline
Boston Standard Wealth Management, LLC73,387$3.14M0.57%+1,88013F-HRTimeline
McKinley Carter Wealth Services, Inc.73,350$3.13M0.17%+5,38013F-HRTimeline
YHB Investment Advisors, Inc.73,074$3.12M0.24%+1,21713F-HRTimeline
LEGACY SOLUTIONS, LLC72,608$3.1M2.97%+2,95113F-HRTimeline
MA Private Wealth71,365$3.05M0.55%+47,07213F-HRTimeline
BLAIR WILLIAM & CO/IL71,210$3.04M0.01%+16,57813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC70,574$3.02M1.02%+1,51113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC70,398$3.01M<0.01%+39,01013F-HRTimelineGroup
Winch Advisory Services, LLC70,331$3.01M0.73%+1,24413F-HRTimeline
Cornerstone Wealth Management, LLC70,213$3M0.18%+3,69713F-HRTimeline
ARQ WEALTH ADVISORS, LLC75,425$2.97M1.02%013F-HRTimeline
Partners in Financial Planning69,372$2.96M0.55%+5,24613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding66,338$2.93M+13,513Timeline
TOBIAS FINANCIAL ADVISORS, INC.68,461$2.93M0.5%+20,37813F-HRTimeline
BayBridge Capital Group, LLC68,243$2.92M1.87%+1,56913F-HRTimeline
CHOREO, LLC68,155$2.91M0.04%-97013F-HRTimeline
Peterson Wealth Advisors, LLC67,676$2.89M0.48%-1,89913F-HRTimeline
Gladstone Institutional Advisory LLC67,248$2.87M0.12%-91913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC67,092$2.87M0.23%+6,67613F-HRTimeline
Summit Financial, LLC67,034$2.87M0.06%+1,87413F-HRTimeline
Vise Technologies, Inc.66,939$2.86M0.12%13F-HRTimeline
OLIO Financial Planning66,534$2.84M0.9%+13,50813F-HRTimeline
FMR LLCin group FMR LLC66,007$2.82M<0.01%+14,92913F-HRTimelineGroup
MONECO ADVISORS, LLC65,539$2.8M0.26%+39,25013F-HRTimeline
Kera Capital Partners, Inc.65,370$2.79M0.55%+47,43013F-HRTimeline
Western Wealth Management, LLC65,278$2.79M0.17%+9,70913F-HRTimeline
Patriot Financial Group Insurance Agenc…64,256$2.75M0.32%-84113F-HRTimeline
Leslie Global Wealth, LLC63,791$2.73M1.46%+3,75713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC63,696$2.72M0.12%+3,96613F-HRTimeline
Forthright Family Wealth Advisory LLC63,694$2.72M1.72%-41213F-HRTimeline
Walkner Condon Financial Advisors LLC62,198$2.66M0.49%-9,88613F-HRTimeline
Snowden Capital Advisors LLC62,155$2.66M0.08%+2913F-HRTimeline
ORBA Wealth Advisors, L.L.C.61,703$2.64M2.4%-46,32113F-HRTimeline
Echo Wealth Management, LLC61,590$2.63M1.61%+2,03613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.60,153$2.58M1.73%-21,39513F-HRTimeline
Advisory Resource Group60,164$2.57M0.49%-1,21413F-HRTimeline
Plan A Wealth LLC59,482$2.54M1.44%-54,31913F-HRTimeline
Richmond Investment Services, LLC59,350$2.54M0.54%+50,09513F-HRTimeline
Quent Capital, LLC58,515$2.5M0.24%-3,57113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,497$2.5M0.07%+8,97813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…58,447$2.5M0.54%+73313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.58,271$2.49M0.89%-57813F-HRTimeline
PAX Financial Group, LLC58,102$2.48M0.47%-10,31313F-HRTimeline
Partnership Wealth Management, LLC57,952$2.48M2.01%+1,55413F-HRTimeline
Resonant Capital Advisors, LLC57,616$2.46M0.16%-48713F-HRTimeline
SIMON QUICK ADVISORS, LLC57,481$2.46M0.12%-1,22413F-HR/ATimeline
EP Wealth Advisors, LLC57,271$2.45M0.02%+23,24813F-HRTimeline
HBW ADVISORY SERVICES LLC57,259$2.45M0.3%-12,27713F-HRTimeline
Csenge Advisory Group59,505$2.43M0.13%-47913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC56,643$2.42M1.34%-1,21213F-HRTimeline
Balefire, LLC56,642$2.42M0.53%+47,35313F-HRTimeline
PLANWISER FINANCIAL, LLC54,968$2.39M2.04%-19,51013F-HRTimeline
Occidental Asset Management, LLC54,454$2.33M0.32%+1,65013F-HRTimeline
NORDEN GROUP LLC54,225$2.32M0.25%+29,30413F-HRTimeline
SOA Wealth Advisors, LLC.54,003$2.31M0.43%+17,09713F-HRTimeline
Diligent Investors, LLC53,636$2.29M0.54%+4,52413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding53,541$2.29M+6,439Timeline
Koshinski Asset Management, Inc.53,084$2.27M0.17%-5,08513F-HRTimeline
Callan Family Office, LLC53,031$2.27M0.07%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD52,422$2.24M0.03%+5013F-HRTimelineGroup
Gainplan LLC52,396$2.24M1.02%-31,12313F-HRTimeline
Larson Financial Group LLC52,079$2.23M0.09%-4,86913F-HRTimeline
Kathleen S. Wright Associates Inc.51,652$2.21M0.86%-1,23613F-HRTimeline
RTD Financial Advisors, Inc.51,595$2.21M0.28%+17,76313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP51,375$2.2M0.33%+68313F-HRTimeline
IEQ CAPITAL, LLC51,245$2.19M0.01%+8,47513F-HRTimeline
Midwest Financial Network, LLC51,177$2.19M2.17%-9,21513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…50,455$2.16M0.35%-3,22913F-HRTimeline
McAdam, LLC49,644$2.12M0.12%-75813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp49,541$2.12M0.01%-1,19413F-HRTimelineGroup
Global Financial Private Client, LLC48,329$2.07M0.77%-5,38313F-HRTimeline
HRT FINANCIAL LP47,997$2.05M0.01%+42,16413F-HRTimeline
Modera Wealth Management, LLC47,822$2.04M0.03%+4,06213F-HRTimeline
Bison Wealth, LLC47,101$2.02M0.16%-13413F-HRTimeline
Belpointe Asset Management LLC46,543$1.99M0.08%-3,46313F-HRTimeline
NOVUS ADVISORS, LLC46,301$1.98M3.02%-21,03913F-HRTimeline
LOWE BROCKENBROUGH & CO INC45,949$1.96M0.11%013F-HRTimeline
Forbes Financial Planning, Inc.45,809$1.96M1.32%-26,90913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,378$1.94M0.03%-1,38813F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC44,904$1.92M0.21%-1,77613F-HRTimeline
Matrix Trust Co44,436$1.9M0.3%+37,28713F-HRTimeline
AdvisorNet Financial, Inc44,176$1.89M0.12%+10,08113F-HRTimeline
MBA Advisors LLC43,084$1.84M0.85%-4,64613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC42,054$1.83M0.17%+10,64513F-HRTimeline
RAINIER FAMILY WEALTH INC42,640$1.82M1.82%+4,68813F-HRTimeline
Brown Financial Advisory42,338$1.81M1%-5,11413F-HRTimeline
Strategic Financial Planning, Inc.42,116$1.8M1.12%-1,05713F-HRTimeline
Compound Planning, Inc.42,009$1.8M0.07%-12113F-HRTimeline
Topel & Distasi Wealth Management, LLC41,670$1.78M0.93%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …41,627$1.78M0.24%-1,95313F-HRTimelineGroup
Cambridge Financial Group, LLC41,594$1.78M0.67%013F-HRTimeline
SMITH, MOORE & CO.41,252$1.76M0.15%-17513F-HRTimeline
SEEDS INVESTOR LLC41,190$1.76M0.41%+12,67613F-HRTimeline
IAG Wealth Partners, LLC41,091$1.76M0.23%-6113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC40,803$1.74M0.04%+1,54313F-HRTimeline
Farther Finance Advisors, LLC40,261$1.72M0.03%-6,65013F-HRTimeline
Vested Financial Planning, LLC40,005$1.71M1.52%+1,25713F-HRTimeline
Dynamic Advisor Solutions LLC39,858$1.7M0.05%-2,25013F-HRTimeline
Idaho Trust Co39,789$1.7M0.61%-1,40213F-HRTimeline
Wealth Advisors of Iowa, LLC39,618$1.69M0.63%+58813F-HRTimeline
Kingsview Wealth Management, LLC39,608$1.69M0.03%+17413F-HRTimeline
WESCAP Management Group, Inc.39,386$1.68M0.38%-10,96913F-HRTimeline
TUDOR INVESTMENT CORP ET AL39,143$1.67M0.01%+8,15413F-HRTimeline
CFS Investment Advisory Services, LLC38,860$1.66M0.14%+3,11313F-HRTimeline
Stonehearth Capital Management, LLC38,848$1.66M0.69%+74313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.38,604$1.65M0.12%+2,80413F-HRTimelineGroup
Fortitude Family Office, LLC38,544$1.65M0.55%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,476$1.64M<0.01%+7,01913F-HRTimelineGroup
Cadent Capital Advisors, LLC38,338$1.64M0.54%+32,60713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC38,257$1.64M0.06%-17,77513F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC38,020$1.62M1.3%+1,95013F-HRTimeline
TAGStone Capital, Inc.36,975$1.62M0.67%+41713F-HRTimeline
Foundations Investment Advisors, LLC37,421$1.6M0.03%+4,47713F-HRTimeline
MAI Capital Management36,792$1.57M0.01%+213F-HRTimeline
World Investment Advisors36,333$1.55M0.04%+11,43113F-HRTimeline
Trivant Custom Portfolio Group, LLC36,273$1.55M0.85%+2,26713F-HRTimeline
NavPoint Financial, Inc.36,134$1.54M0.93%+32413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,358$1.51M<0.01%+6,25713F-HRTimeline
Hofer & Associates. Inc35,086$1.5M0.94%-27813F-HRTimeline
FF Advisors,LLC34,930$1.49M0.77%013F-HRTimeline
Maia Wealth LLC34,930$1.49M0.28%+11,69613F-HRTimeline
Tempus Wealth Planning, LLC34,756$1.49M0.37%+2,57413F-HRTimeline
NOVEM GROUP34,299$1.47M0.19%-1,29913F-HRTimeline
Salomon & Ludwin, LLC33,754$1.46M0.14%+10,68213F-HRTimeline
Prosperity Consulting Group, LLC33,825$1.45M0.11%+25,94813F-HRTimeline
May Hill Capital, LLC33,733$1.44M0.47%+11313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,715$1.44M0.01%+7,44513F-HRTimeline
Kagan Cocozza Asset Management33,176$1.42M1.09%-45413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,747$1.4M0.01%-59913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,476$1.39M<0.01%+2,26113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC31,502$1.35M0.02%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,297$1.34M0.53%-1,52113F-HRTimeline
PFG Advisors31,249$1.34M0.06%+21,88713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,150$1.33M0.82%+513F-HRTimeline
SCS Capital Management LLC31,086$1.33M0.01%-5,97113F-HRTimeline
CSM Advisors, LLC30,771$1.32M0.04%-129,13013F-HRTimeline
Lifeworks Advisors, LLC30,790$1.32M0.2%-1,66013F-HRTimeline
Brookwood Investment Group LLC30,788$1.32M0.21%+8,29213F-HRTimeline
Financial Network Wealth Advisors LLC30,391$1.3M1.58%+14,06313F-HRTimeline
Steward Partners Investment Advisory, L…30,178$1.29M0.01%+2,40913F-HRTimeline
IRON Financial LLC30,117$1.29M0.68%+47913F-HRTimeline
International Private Wealth Advisors L…30,073$1.29M1.1%-11,15513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC30,062$1.28M0.13%-1,06613F-HRTimeline
Onyx Bridge Wealth Group LLC29,986$1.28M0.17%+5,25013F-HRTimeline