Skip to content
Disclosery

SPEM SPDR INDEX SHS FDS

Follow

SHS (fund)

972 managers (984 13F filers) reported a position in SPEM shares at 2025-12-31, 238,817,708 shares in all. 70 filers opened a position and 35 filers sold out during the quarter.

Managers
972
13F filers
984
New
70
Added
444
Reduced
293
Sold out
35
Shares held by filers
238,817,708

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rinkey Investments124,303$5.82M1.48%-3,73913F-HRTimeline
Vision Capital Management, Inc.123,981$5.8M0.7%-1,88613F-HRTimeline
Mascoma Wealth Management LLC123,020$5.76M1.23%+3,09813F-HRTimeline
Wolff Financial Management LLC120,839$5.66M1.27%+3,71913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding120,823$5.66M+55,370Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC120,537$5.64M<0.01%+26,52613F-HRTimelineGroup
Red Wave Investments LLC118,941$5.57M1.66%-1,67013F-HRTimeline
Probity Advisors, Inc.118,286$5.54M0.89%+2,59013F-HRTimeline
Walsh & Associates, LLC116,789$5.47M5.39%13F-HRTimeline
Raleigh Capital Management Inc.116,714$5.46M1.98%+4,23013F-HRTimeline
ALLIANCEBERNSTEIN L.P.115,423$5.4M<0.01%new13F-HRTimeline
Gibbs Wealth Management112,039$5.4M1.31%-2,50813F-HRTimeline
Towercrest Capital Management114,589$5.36M0.85%-6,01313F-HRTimeline
Wrenne Financial Planning LLC113,553$5.32M2.16%-42613F-HRTimeline
Summit Financial, LLC113,136$5.3M0.08%+4,83713F-HRTimeline
Vise Technologies, Inc.112,510$5.27M0.1%+53,95313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…111,093$5.2M0.03%-11,63113F-HRTimelineGroup
Boltwood Capital Management110,800$5.19M1.35%-11013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC110,236$5.16M<0.01%-4,03913F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.108,905$5.1M0.53%+7,44213F-HRTimeline
Advisory Services Network, LLC108,890$5.1M0.07%+85,98513F-HRTimeline
Integrated Capital Management, LLC108,447$5.08M2.18%+4,30913F-HRTimeline
Phoenix Wealth Advisors107,988$5.05M1.94%+81413F-HRTimeline
RIVERSEDGE ADVISORS, LLC107,591$5.04M0.82%-1,68713F-HRTimeline
AE Wealth Management LLC107,447$5.03M0.03%+7,26013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC105,215$4.93M0.12%+2,94413F-HRTimelineGroup
&PARTNERS103,526$4.85M0.03%+76,61713F-HRTimeline
Financial Enhancement Group LLC98,886$4.83M0.63%-713F-HRTimeline
WBH ADVISORY INC102,031$4.78M0.35%+10,05813F-HRTimeline
Simplicity Wealth,LLC101,325$4.74M0.28%+16,13613F-HRTimeline
Financial Planning Fort Collins, LLC101,048$4.73M4.15%13F-HRTimeline
PROFFITT & GOODSON INC100,387$4.7M0.66%-6,09513F-HRTimeline
Midwest Financial Network, LLC98,447$4.61M3.56%+29,83213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,361$4.6M<0.01%+19713F-HRTimelineGroup
ADE, LLC98,133$4.59M2.22%-4613F-HRTimeline
FMR LLCin group FMR LLC97,705$4.57M<0.01%+16,10713F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC97,338$4.56M0.14%+1,59313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC96,772$4.53M3.09%+13,70213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP96,737$4.53M0.01%+15013F-HRTimelineGroup
Richmond Investment Services, LLC95,678$4.48M0.77%+12,51713F-HRTimeline
Independent Advisor Alliance94,752$4.44M0.11%+17,53613F-HRTimeline
Collier Financial94,435$4.42M3.32%-7,17413F-HRTimeline
Key Financial Inc94,015$4.4M0.8%-31113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC93,854$4.39M0.21%+7,47613F-HRTimeline
Great Point Wealth Advisors, LLC92,674$4.34M0.79%-22013F-HRTimeline
AlphaCore Capital LLC92,443$4.33M0.1%+91,03413F-HRTimeline
VISTA INVESTMENT MANAGEMENT91,578$4.29M1.42%+5,55913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/91,275$4.27M<0.01%-5,50013F-HRTimeline
Churchill Financial Advisors, LLC90,945$4.26M1.3%13F-HRTimeline
Optas, LLC90,604$4.24M0.66%-12,40413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK102,363$4.23M0.39%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP89,933$4.21M0.57%+19,67613F-HRTimeline
Alliance Wealth Management Group89,551$4.19M0.92%-5,90613F-HRTimeline
R. W. Roge & Company, Inc.88,547$4.14M2.05%-2,72013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding87,904$4.11M-379,466Timeline
Financial Management, Inc.87,573$4.1M3.89%13F-HRTimeline
Belpointe Asset Management LLC87,006$4.07M0.15%+34,98913F-HRTimeline
HARBOR ADVISORY CORP /MA/86,327$4.04M1.22%-2,58413F-HRTimeline
SEEDS INVESTOR LLC86,326$4.04M0.77%+20,99813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC86,033$4.03M3.62%-3,25613F-HRTimeline
Asset Dedication, LLC85,994$4.03M0.26%-88213F-HRTimeline
Single Point Partners, LLC85,569$4.01M0.79%-7213F-HRTimeline
Schwallier Wealth Management LLC81,265$4M2.55%-4,86413F-HRTimeline
Leslie Global Wealth, LLC85,216$3.99M1.79%-38113F-HRTimeline
YHB Investment Advisors, Inc.84,996$3.98M0.27%+11,86713F-HRTimeline
Turning Point Benefit Group, Inc.84,540$3.96M2.07%-2,25113F-HRTimeline
Ervin Investment Management, LLC84,538$3.96M2.22%+3,47913F-HR/ATimeline
BLAIR WILLIAM & CO/IL84,455$3.95M0.01%+4,41613F-HRTimeline
Vertex Planning Partners, LLC83,507$3.91M0.91%+44313F-HRTimeline
Continuum Advisory, LLC82,663$3.87M0.39%-9,02613F-HRTimeline
INTRUST BANK NA82,401$3.86M0.32%+2,42013F-HRTimeline
Tranquilli Financial Advisor LLC82,146$3.85M2.23%-41413F-HRTimeline
SOA Wealth Advisors, LLC.80,387$3.76M0.64%+3,91913F-HRTimeline
Cornerstone Wealth Management, LLC79,056$3.7M0.19%+7,66413F-HRTimeline
Gateway Wealth Partners, LLC78,930$3.69M0.41%+46,22913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC78,552$3.68M1.67%+31313F-HRTimeline
Shum Financial Group, Inc.77,276$3.62M2.61%+3,82413F-HRTimeline
TBH Global Asset Management, LLC81,095$3.6M0.6%new13F-HRTimeline
Kera Capital Partners, Inc.72,879$3.59M0.44%+5,74113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC76,367$3.57M0.09%-98713F-HRTimeline
Integrity Wealth Solutions LLC76,270$3.57M1.41%-31913F-HRTimeline
Sharkey, Howes & Javer75,640$3.54M0.45%-13,25113F-HRTimeline
Gladstone Institutional Advisory LLC75,201$3.52M0.13%+5,96913F-HRTimeline
Winch Advisory Services, LLC73,756$3.45M0.76%+2,75413F-HRTimeline
Boston Standard Wealth Management, LLC73,428$3.44M0.57%+3613F-HRTimeline
SIMON QUICK ADVISORS, LLC72,750$3.41M0.15%-5,65013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC72,642$3.4M0.03%-3,54213F-HRTimeline
LEGACY SOLUTIONS, LLC71,794$3.36M2.95%+56713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding67,468$3.28M+4,106Timeline
Axos Invest Inc.69,744$3.26M2.4%+38,32813F-HRTimeline
BIP Wealth, LLC69,577$3.26M0.11%-3,27713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC69,243$3.24M0.93%-1,15413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.68,927$3.23M0.46%+1,53513F-HRTimeline
Partners in Financial Planning68,367$3.2M0.54%-34713F-HRTimeline
Snowden Capital Advisors LLC67,992$3.18M0.08%+4,12313F-HRTimeline
Balefire, LLC67,935$3.18M0.62%+3,42513F-HRTimeline
Ironwood Wealth Management, LLC.67,903$3.18M0.93%-64513F-HRTimeline
Parallel Advisors, LLC67,753$3.17M0.06%-1,40113F-HRTimeline
OLIO Financial Planning67,587$3.16M0.89%+3,99513F-HRTimeline
Western Wealth Management, LLC67,067$3.14M0.14%+1,13513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC65,819$3.08M1.6%-2,87613F-HRTimeline
Quantinno Capital Management LP63,598$2.98M0.01%+29,35513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC63,015$2.95M0.12%-1,75513F-HRTimeline
BayBridge Capital Group, LLC62,040$2.9M1.8%-1,48213F-HRTimeline
Drucker Wealth 3.0, LLC61,943$2.9M0.51%+7,86513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,910$2.9M0.06%-44,73913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.61,776$2.89M0.94%-2,70113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV61,362$2.89M<0.01%+18,85613F-HRTimeline
Walkner Condon Financial Advisors LLC61,536$2.88M0.4%+1,89113F-HRTimeline
Archer Investment Management, LLC61,442$2.88M1.55%new13F-HRTimeline
Foundations Investment Advisors, LLC61,373$2.87M0.04%+11,61813F-HRTimeline
CHOREO, LLC61,144$2.86M0.04%-6,41113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…59,940$2.81M0.49%+1,78713F-HRTimeline
Xena Financial Planning, LLC59,861$2.8M3.29%13F-HRTimeline
Partnership Wealth Management, LLC59,275$2.77M2%+1,91613F-HRTimeline
Echo Wealth Management, LLC59,221$2.77M1.62%-2,61113F-HRTimeline
CSM Advisors, LLC58,716$2.75M0.07%+3,45813F-HRTimeline
Legacy Wealth Partners, LLC58,249$2.73M0.71%13F-HRTimeline
PLANWISER FINANCIAL, LLC55,617$2.72M2.03%-18,23213F-HR/ATimeline
Livet Wealth, LLC57,830$2.71M1.67%13F-HRTimeline
Blue Barn Wealth, LLC57,638$2.7M3.93%-48,52613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.57,362$2.69M0.85%-9913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,933$2.67M0.04%+3,41013F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC56,091$2.63M1.24%-22413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,048$2.62M0.05%-12,32513F-HRTimelineGroup
Resonant Capital Advisors, LLC55,946$2.62M0.14%+24013F-HRTimeline
MATAURO, LLC55,883$2.62M0.39%+37,99413F-HRTimeline
Quent Capital, LLC55,849$2.61M0.19%+73413F-HRTimeline
McAdam, LLC55,811$2.61M0.12%+3,42313F-HRTimeline
Farther Finance Advisors, LLC55,801$2.61M0.03%-2,76313F-HRTimeline
Callan Family Office, LLC55,001$2.57M0.06%new13F-HRTimeline
Occidental Asset Management, LLC54,946$2.57M0.31%-1,54213F-HRTimeline
NOVUS ADVISORS, LLC54,510$2.55M5.7%-1,49013F-HRTimeline
McKinley Carter Wealth Services, Inc.54,382$2.55M0.14%-16,99713F-HRTimeline
World Investment Advisors54,192$2.54M0.04%+20,55213F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding53,511$2.5M+1,992Timeline
Global Financial Private Client, LLC53,277$2.49M0.87%+2,07713F-HRTimeline
Wallace Advisory Group, LLC53,199$2.49M2.61%-3,31513F-HRTimeline
HBW ADVISORY SERVICES LLC52,913$2.48M0.27%-2,98213F-HRTimeline
Forefront Wealth Partners, LLC52,564$2.46M1.16%+11,75613F-HRTimeline
Diligent Investors, LLC52,353$2.45M0.6%-1,16013F-HRTimeline
Salomon & Ludwin, LLC50,801$2.45M0.22%+3,30013F-HRTimeline
Tyche Wealth Partners LLC52,095$2.44M0.39%+20,74913F-HRTimeline
RAINIER FAMILY WEALTH INC52,085$2.44M1.84%+8,80213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC51,531$2.41M0.01%+1,19913F-HRTimelineGroup
RTD Financial Advisors, Inc.51,498$2.41M0.29%-9713F-HRTimeline
PAX Financial Group, LLC51,146$2.39M0.41%-5,77413F-HRTimeline
FF Advisors,LLC50,991$2.39M1.06%+16,30713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp50,508$2.36M0.01%-49513F-HR/ATimelineGroup
ORBA Wealth Advisors, L.L.C.50,267$2.35M2.04%-7,56113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA50,125$2.35M<0.01%new13F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…49,428$2.31M0.34%-2,65313F-HRTimeline
NORDEN GROUP LLC49,171$2.3M0.23%-5913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD49,102$2.3M0.03%-2,40013F-HRTimelineGroup
Lifestyle Asset Management, Inc.48,334$2.26M0.74%+10,44913F-HRTimeline
IEQ CAPITAL, LLC48,302$2.26M0.01%-12,93013F-HRTimeline
Advisory Resource Group47,573$2.23M0.39%+2,19113F-HRTimeline
Dynamic Advisor Solutions LLC47,568$2.23M0.07%+2,58013F-HRTimeline
Modera Wealth Management, LLC47,565$2.23M0.03%-2213F-HRTimeline
Peterson Wealth Advisors, LLC47,435$2.22M0.3%-19,65113F-HRTimeline
Hirtle & Co., LLC47,285$2.21M0.08%+1,67813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK46,950$2.2M0.01%+20,00713F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC45,949$2.15M0.11%013F-HRTimeline
IAG Wealth Partners, LLC45,064$2.11M0.24%+1,39913F-HRTimeline
Kohmann Bosshard Financial Services, LLC43,737$2.05M0.18%-1,06013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,484$2.04M<0.01%+13,72413F-HRTimelineGroup
Cadent Capital Advisors, LLC43,377$2.03M0.54%+24013F-HRTimeline
AdvisorNet Financial, Inc43,263$2.03M0.11%-16113F-HRTimeline
Zinnia Wealth Advisory, LLC43,217$2.02M2.19%13F-HRTimeline
CFS Investment Advisory Services, LLC42,962$2.01M0.15%-10013F-HRTimeline
Compound Planning, Inc.42,939$2.01M0.06%+79113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC42,732$2M<0.01%+33,27513F-HRTimelineGroup
Vested Financial Planning, LLC42,674$2M1.54%+2,64813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC42,103$1.97M0.16%+21,34513F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC42,054$1.97M0.14%013F-HRTimeline
SMITH, MOORE & CO.41,427$1.94M0.15%013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department41,405$1.94M1.07%+4,67613F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …41,231$1.93M0.24%-87313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC41,190$1.93M0.02%+11,97313F-HRTimeline
Maia Wealth LLC38,263$1.92M0.33%+18513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC40,917$1.92M1.09%+1,61113F-HRTimeline
Larson Financial Group LLC40,629$1.9M0.06%-2,89013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.40,426$1.89M0.14%+1,03713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.40,308$1.89M0.02%+64513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC40,167$1.88M0.2%-75,81713F-HRTimeline
Topel & Distasi Wealth Management, LLC39,984$1.87M0.91%-1,68613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC39,886$1.87M0.06%-1,94413F-HRTimelineGroup
International Private Wealth Advisors L…39,544$1.85M1.17%+1,82913F-HRTimeline
Fortitude Financial, LLC39,275$1.84M1.56%new13F-HRTimeline
Strategic Financial Planning, Inc.39,233$1.84M1.04%-35713F-HRTimeline
Matrix Trust Co38,952$1.82M0.3%+1,39913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC38,597$1.81M0.13%+7,50713F-HRTimeline
LANARK FINANCIAL, INC.38,530$1.8M0.14%+5,14713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC38,338$1.79M0.04%-2,18413F-HRTimeline
Hofer & Associates. Inc38,116$1.78M0.95%+1,60613F-HRTimeline
Janney Montgomery Scott LLC37,922$1.77M<0.01%+10,80813F-HRTimeline
Brown Financial Advisory37,742$1.77M0.89%013F-HRTimeline
Sherman Wealth Management LLC37,475$1.75M1.52%13F-HR/ATimeline
TAGStone Capital, Inc.37,462$1.75M0.65%+54113F-HRTimeline
Integrity Advisory Solutions, LLC37,287$1.75M0.25%+6,91313F-HRTimeline