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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

879 managers (891 13F filers) reported a position in SPEM shares at 2025-09-30, 229,048,756 shares in all. 65 filers opened a position and 41 filers sold out during the quarter.

Managers
879
13F filers
891
New
65
Added
385
Reduced
296
Sold out
41
Shares held by filers
229,048,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wrenne Financial Planning LLC113,979$5.34M2.28%-34513F-HRTimeline
Raleigh Capital Management Inc.112,484$5.27M2%+24,14413F-HRTimeline
Boltwood Capital Management110,910$5.19M1.38%-1,33013F-HRTimeline
RIVERSEDGE ADVISORS, LLC109,278$5.12M0.86%-51613F-HRTimeline
EHRLICH FINANCIAL GROUP108,626$5.08M3.02%+12,45613F-HRTimeline
MONECO ADVISORS, LLC108,407$5.07M0.42%+42,86813F-HRTimeline
Summit Financial, LLC108,299$5.07M0.08%+41,26513F-HRTimeline
IFP Advisors, Inc107,340$5.02M0.13%+20,32913F-HR/ATimeline
Integrated Capital Management, LLC104,138$5.02M2.21%-5,29113F-HRTimeline
Phoenix Wealth Advisors107,174$5.02M1.93%+1,61613F-HRTimeline
Municipal Employees' Retirement System …107,144$5.01M0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC106,649$4.99M0.12%+48,15213F-HRTimeline
PROFFITT & GOODSON INC106,482$4.98M0.71%-3,15713F-HRTimeline
Blue Barn Wealth, LLC106,164$4.97M2.18%+8,41513F-HRTimeline
Bristlecone Advisors, LLC103,638$4.85M0.41%+88513F-HRTimeline
Optas, LLC103,008$4.82M0.82%-15,83313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC102,271$4.79M0.12%+16,46513F-HRTimelineGroup
Collier Financial101,609$4.76M3.58%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.101,463$4.75M0.56%+7,67313F-HRTimeline
Financial Enhancement Group LLC98,893$4.7M0.63%-2,10213F-HRTimeline
AE Wealth Management LLC100,187$4.69M0.03%+25,34613F-HRTimeline
ADE, LLC98,179$4.6M2.32%-1,04013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,164$4.6M<0.01%+1,98813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.96,873$4.53M<0.01%+93,78513F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/96,775$4.53M<0.01%+1,73513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP96,587$4.52M0.01%-11513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC95,745$4.48M0.15%-2,97213F-HRTimeline
Alliance Wealth Management Group95,457$4.47M0.99%-5,10713F-HRTimeline
Key Financial Inc94,326$4.44M0.82%+2,09713F-HRTimeline
Detalus Advisors, LLC94,725$4.43M1.15%+71,36313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC94,011$4.4M<0.01%+23,61313F-HRTimelineGroup
Great Point Wealth Advisors, LLC92,894$4.35M0.82%13F-HRTimeline
Pinnacle Family Advisors, LLC92,195$4.32M1.88%+83,80813F-HRTimeline
WBH ADVISORY INC91,973$4.31M0.33%+5,28913F-HRTimeline
Continuum Advisory, LLC91,689$4.29M0.45%-5,86913F-HRTimeline
R. W. Roge & Company, Inc.91,267$4.27M2.19%+79013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK102,363$4.23M0.39%013F-HRTimeline
SPC Financial, Inc.89,336$4.18M0.33%+5,12313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC89,289$4.18M3.86%-1,28613F-HRTimeline
HARBOR ADVISORY CORP /MA/88,911$4.16M1.23%-14413F-HRTimeline
Sharkey, Howes & Javer88,891$4.16M0.53%-38,06913F-HRTimeline
Turning Point Benefit Group, Inc.86,791$4.09M2.47%-4,57113F-HRTimeline
Asset Dedication, LLC86,876$4.07M0.27%-2,24513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC86,378$4.04M0.24%+19,28613F-HRTimeline
Schwallier Wealth Management LLC86,129$4.03M2.52%-1,17113F-HRTimeline
VISTA INVESTMENT MANAGEMENT86,019$4.03M1.41%-2,00113F-HRTimeline
Single Point Partners, LLC85,641$4.01M0.81%-6213F-HRTimeline
Leslie Global Wealth, LLC85,597$4.01M1.88%+21,80613F-HRTimeline
Simplicity Wealth,LLC85,189$3.99M0.23%-42,32713F-HRTimeline
Richmond Investment Services, LLC83,161$3.89M0.72%+23,81113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC83,070$3.89M2.64%-1,20513F-HRTimeline
Vertex Planning Partners, LLC83,064$3.89M0.75%-14,87613F-HRTimeline
Tranquilli Financial Advisor LLC82,560$3.86M2.28%-1,95213F-HRTimeline
FMR LLCin group FMR LLC81,598$3.82M<0.01%+15,59113F-HRTimelineGroup
Ervin Investment Management, LLC81,059$3.79M2.17%+2,01513F-HRTimeline
BLAIR WILLIAM & CO/IL80,039$3.75M0.01%+8,82913F-HRTimeline
INTRUST BANK NA79,981$3.74M0.31%-90413F-HRTimeline
MA Private Wealth79,151$3.71M0.62%+7,78613F-HRTimeline
SIMON QUICK ADVISORS, LLC78,400$3.67M0.17%+20,91913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC78,239$3.66M1.75%+2,59213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC77,354$3.62M0.09%-18213F-HRTimeline
Independent Advisor Alliance77,216$3.61M0.09%+3,31513F-HRTimeline
PFG Private Wealth Management, LLC76,589$3.59M1.6%new13F-HRTimeline
Integrity Wealth Solutions LLC76,589$3.59M1.6%+68113F-HRTimeline
SOA Wealth Advisors, LLC.76,468$3.58M0.61%+22,46513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC76,184$3.57M0.03%-7,91513F-HRTimeline
PLANWISER FINANCIAL, LLC73,849$3.52M2.8%+18,88113F-HRTimeline
Shum Financial Group, Inc.73,452$3.44M2.57%13F-HRTimeline
Boston Standard Wealth Management, LLC73,392$3.44M0.58%+513F-HRTimeline
YHB Investment Advisors, Inc.73,129$3.42M0.25%+5513F-HRTimeline
BIP Wealth, LLC72,854$3.41M0.17%-6,37513F-HRTimeline
Cornerstone Wealth Management, LLC71,392$3.34M0.18%+1,17913F-HRTimeline
McKinley Carter Wealth Services, Inc.71,379$3.34M0.18%-1,97113F-HRTimeline
LEGACY SOLUTIONS, LLC71,227$3.33M3%-1,38113F-HRTimeline
Winch Advisory Services, LLC71,002$3.32M0.75%+67113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC70,397$3.3M1.01%-17713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP70,257$3.29M0.46%+18,88213F-HRTimeline
Gladstone Institutional Advisory LLC69,232$3.24M0.12%+1,98413F-HRTimeline
Parallel Advisors, LLC69,154$3.24M0.06%-5,62813F-HRTimeline
Partners in Financial Planning68,714$3.22M0.56%-65813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC68,695$3.22M1.79%-6,34013F-HRTimeline
Midwest Financial Network, LLC68,615$3.21M2.61%+17,43813F-HRTimeline
Ironwood Wealth Management, LLC.68,548$3.21M1.08%-5,54513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …68,373$3.2M0.07%-5,67313F-HRTimelineGroup
Peterson Wealth Advisors, LLC67,086$3.17M0.47%-59013F-HRTimeline
CHOREO, LLC67,555$3.16M0.04%-60013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.67,392$3.15M0.48%-1,06913F-HRTimeline
TOWNSQUARE CAPITAL LLC67,332$3.15M0.48%-70,19813F-HRTimeline
Kera Capital Partners, Inc.67,138$3.14M0.47%+1,76813F-HRTimeline
Western Wealth Management, LLC65,932$3.09M0.16%+65413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding65,453$3.06MnewTimeline
SEEDS INVESTOR LLC65,328$3.06M0.65%+24,13813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC64,770$3.03M0.12%+1,07413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding63,362$3.02M-2,976Timeline
Balefire, LLC64,510$3.02M0.6%+7,86813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.64,477$3.02M1.87%+4,32413F-HRTimeline
Snowden Capital Advisors LLC63,869$2.99M0.08%+1,71413F-HRTimeline
OLIO Financial Planning63,592$2.98M0.87%-2,94213F-HRTimeline
BayBridge Capital Group, LLC63,522$2.97M1.9%-4,72113F-HRTimeline
Echo Wealth Management, LLC61,832$2.89M1.69%+24213F-HRTimeline
IEQ CAPITAL, LLC61,232$2.87M0.01%+9,98713F-HRTimeline
Walkner Condon Financial Advisors LLC59,645$2.79M0.44%-2,55313F-HRTimeline
Farther Finance Advisors, LLC58,564$2.74M0.04%+18,30313F-HRTimeline
Vise Technologies, Inc.58,557$2.74M0.1%-8,38213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…58,153$2.72M0.52%-29413F-HRTimeline
ORBA Wealth Advisors, L.L.C.57,828$2.71M2.23%-3,87513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.57,461$2.69M0.88%-81013F-HRTimeline
Partnership Wealth Management, LLC57,359$2.68M2.07%-59313F-HRTimeline
PAX Financial Group, LLC56,920$2.66M0.48%-1,18213F-HRTimeline
Occidental Asset Management, LLC56,488$2.64M0.33%+2,03413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC56,315$2.64M1.33%-32813F-HRTimeline
NOVUS ADVISORS, LLC56,000$2.62M6.02%+9,69913F-HRTimeline
HBW ADVISORY SERVICES LLC55,895$2.62M0.29%-1,36413F-HRTimeline
Resonant Capital Advisors, LLC55,706$2.61M0.15%-1,91013F-HRTimeline
CSM Advisors, LLC55,258$2.59M0.07%+24,48713F-HRTimeline
Quent Capital, LLC55,115$2.58M0.22%-3,40013F-HRTimeline
Drucker Wealth 3.0, LLC54,078$2.53M0.45%+29,32613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …53,523$2.51M0.03%+38,25213F-HRTimelineGroup
Diligent Investors, LLC53,513$2.5M0.63%-12313F-HRTimeline
Kathleen S. Wright Associates Inc.53,010$2.48M0.92%+1,35813F-HRTimeline
McAdam, LLC52,388$2.45M0.12%+2,74413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…52,081$2.44M0.37%+1,62613F-HRTimeline
ARQ WEALTH ADVISORS, LLC52,029$2.44M0.72%-23,39613F-HRTimeline
Belpointe Asset Management LLC52,017$2.43M0.09%+5,47413F-HRTimeline
Wallace Advisory Group, LLC56,514$2.42M1.94%+30,90513F-HRTimeline
RTD Financial Advisors, Inc.51,595$2.42M0.29%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding51,519$2.41M-2,022Timeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD51,502$2.41M0.03%-92013F-HRTimelineGroup
Gainplan LLC51,271$2.4M1.02%-1,12513F-HRTimeline
Global Financial Private Client, LLC51,200$2.4M0.85%+2,87113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp51,003$2.39M0.01%+1,46213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC50,332$2.36M0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC49,755$2.33M0.03%+12,33413F-HRTimeline
NORDEN GROUP LLC49,230$2.3M0.23%-4,99513F-HRTimeline
Salomon & Ludwin, LLC47,501$2.25M0.2%+13,74713F-HRTimeline
Modera Wealth Management, LLC47,587$2.23M0.03%-23513F-HRTimeline
LOWE BROCKENBROUGH & CO INC45,949$2.15M0.11%013F-HRTimeline
Forbes Financial Planning, Inc.45,622$2.14M1.41%-18713F-HRTimeline
Hirtle & Co., LLC45,607$2.13M0.08%+29,59013F-HRTimeline
Advisory Resource Group45,382$2.12M0.38%-14,78213F-HRTimeline
Dynamic Advisor Solutions LLC44,988$2.11M0.06%+5,13013F-HRTimeline
Kohmann Bosshard Financial Services, LLC44,797$2.1M0.21%-10713F-HRTimeline
Bison Wealth, LLC43,357$2.06M0.19%-3,74413F-HRTimeline
CFS Investment Advisory Services, LLC43,062$2.06M0.15%+4,20213F-HRTimeline
IAG Wealth Partners, LLC43,665$2.04M0.25%+2,57413F-HRTimeline
Larson Financial Group LLC43,519$2.04M0.07%-8,56013F-HRTimeline
AdvisorNet Financial, Inc43,424$2.03M0.12%-75213F-HRTimeline
RAINIER FAMILY WEALTH INC43,283$2.03M1.81%+64313F-HRTimeline
Cadent Capital Advisors, LLC43,137$2.02M0.54%+4,79913F-HRTimeline
MBA Advisors LLC42,608$1.99M0.85%-47613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,506$1.99M<0.01%+7,14813F-HRTimeline
Compound Planning, Inc.42,148$1.97M0.06%+13913F-HRTimeline
Koshinski Asset Management, Inc.42,123$1.97M0.13%-10,96113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …42,104$1.97M0.25%+47713F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC42,054$1.97M0.15%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC41,830$1.96M0.07%+3,57313F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC41,670$1.95M0.96%013F-HRTimeline
SMITH, MOORE & CO.41,427$1.94M0.15%+17513F-HRTimeline
Forefront Wealth Partners, LLC40,808$1.91M0.48%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC40,522$1.9M0.04%-28113F-HRTimeline
Kingsview Wealth Management, LLC40,182$1.88M0.03%+57413F-HRTimeline
Vested Financial Planning, LLC40,026$1.87M1.52%+2113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,663$1.86M0.02%-5,71513F-HRTimelineGroup
Strategic Financial Planning, Inc.39,590$1.85M1.07%-2,52613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.39,389$1.84M0.13%+78513F-HRTimelineGroup
Cambridge Financial Group, LLC39,377$1.84M0.59%-2,21713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC39,306$1.84M1.08%+1,28613F-HRTimeline
Maia Wealth LLC38,078$1.82M0.31%+3,14813F-HRTimeline
Lifestyle Asset Management, Inc.37,885$1.77M0.61%+8,98413F-HRTimeline
Brown Financial Advisory37,742$1.77M0.93%-4,59613F-HRTimeline
International Private Wealth Advisors L…37,715$1.77M1.11%+7,64213F-HRTimeline
WESCAP Management Group, Inc.37,631$1.76M0.37%-1,75513F-HRTimeline
Matrix Trust Co37,553$1.76M0.28%-6,88313F-HRTimeline
Stonehearth Capital Management, LLC37,047$1.73M0.67%-1,80113F-HRTimeline
TAGStone Capital, Inc.36,921$1.73M0.68%-5413F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department36,729$1.72M1.01%+10,21713F-HRTimelineGroup
MAI Capital Management36,685$1.72M0.01%-10713F-HRTimeline
Hofer & Associates. Inc36,510$1.71M0.98%+1,42413F-HRTimeline
Trivant Custom Portfolio Group, LLC36,459$1.71M0.88%+18613F-HRTimeline
Fortitude Family Office, LLC36,457$1.71M0.46%-2,08713F-HRTimeline
NavPoint Financial, Inc.36,134$1.69M0.89%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.35,561$1.66M2.1%+5,63013F-HRTimeline
NWAM LLC34,722$1.65M0.09%+16,71713F-HR/ATimeline
NOVEM GROUP35,143$1.65M0.2%+84413F-HRTimeline
Tempus Wealth Planning, LLC34,945$1.64M0.38%+18913F-HRTimeline
PFG Advisors34,945$1.64M0.07%+3,69613F-HRTimeline
FF Advisors,LLC34,684$1.62M0.78%-24613F-HRTimeline
Clear Creek Financial Management, LLC34,482$1.61M0.14%+9,26513F-HRTimeline
Quantinno Capital Management LP34,243$1.6M<0.01%+16,77613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33,875$1.59M0.01%+1,12813F-HRTimeline
World Investment Advisors33,640$1.57M0.03%-2,69313F-HRTimeline
LANARK FINANCIAL, INC.33,383$1.56M0.12%+6,81313F-HRTimeline
Maridea Wealth Management LLC32,552$1.55M0.24%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…32,959$1.54M0.2%-31,29713F-HRTimeline
Gateway Wealth Partners, LLC32,701$1.53M0.21%+27,95013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,698$1.53M<0.01%+22213F-HRTimeline
J.W. COLE ADVISORS, INC.32,509$1.52M0.03%+12,51213F-HRTimeline
Cercano Management LLC32,275$1.51M0.06%new13F-HRTimeline
Composition Wealth, LLC32,182$1.51M0.02%-129,79513F-HRTimeline
Brookwood Investment Group LLC32,155$1.51M0.19%+1,36713F-HRTimeline