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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

992 managers (1,006 13F filers) reported a position in SPEM shares at 2026-03-31, 251,979,737 shares in all. 73 filers opened a position and 56 filers sold out during the quarter.

Managers
992
13F filers
1,006
New
73
Added
441
Reduced
309
Sold out
56
Shares held by filers
251,979,737

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Optimist Retirement Group LLC142,731$6.7M2.95%-1,33113F-HRTimeline
Archer Investment Management, LLC142,494$6.68M2.81%+81,05213F-HRTimeline
Sanctuary Advisors, LLC142,262$6.67M0.04%-68,96413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC141,082$6.62M0.15%+35,86713F-HRTimelineGroup
IFP Advisors, Inc139,014$6.52M0.14%+10,92513F-HRTimeline
Cypress Wealth Services, LLC136,927$6.42M0.91%-81,69313F-HRTimeline
Western Wealth Management, LLC136,744$6.41M0.24%+69,67713F-HR/ATimeline
CX Institutional135,291$6.35M0.19%-2,34613F-HRTimeline
Delta Wealth Advisors LLC134,906$6.33M4.82%+10,11913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV134,712$6.32M0.38%-63513F-HRTimeline
Raleigh Capital Management Inc.133,385$6.26M2.16%+16,67113F-HRTimeline
Palatine Hill Wealth Management, LLC131,213$6.16M5.36%+3,72313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV127,406$5.98M3.28%+75613F-HRTimeline
Wolff Financial Management LLC126,770$5.95M1.31%+5,93113F-HRTimeline
Mascoma Wealth Management LLC126,500$5.93M1.23%+3,48013F-HRTimeline
AE Wealth Management LLC125,841$5.9M0.03%+18,39413F-HRTimeline
Mason & Associates, LLC125,388$5.88M1.35%-1,86113F-HRTimeline
Simplicity Wealth,LLC125,368$5.88M0.33%+24,04313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding124,888$5.86M+36,984Timeline
Vision Capital Management, Inc.123,110$5.78M0.73%-87113F-HRTimeline
WBH ADVISORY INC120,091$5.65M0.42%+18,06013F-HRTimeline
Rinkey Investments120,320$5.64M1.44%-3,98313F-HRTimeline
Financial Planning Fort Collins, LLC108,890$5.58M4.36%+7,84213F-HRTimeline
Walsh & Associates, LLC118,531$5.56M5.51%+1,74213F-HRTimeline
Wrenne Financial Planning LLC117,502$5.51M2.16%+3,94913F-HRTimeline
Probity Advisors, Inc.117,105$5.49M0.87%-1,18113F-HRTimeline
Towercrest Capital Management116,631$5.47M0.85%+2,04213F-HRTimeline
Financial Enhancement Group LLC103,456$5.31M0.66%+4,57013F-HRTimeline
Vise Technologies, Inc.112,510$5.27M0.1%013F-HRTimeline
Boltwood Capital Management112,235$5.26M1.34%+1,43513F-HRTimeline
Red Wave Investments LLC112,039$5.26M1.57%-6,90213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.111,670$5.24M0.54%+2,76513F-HRTimeline
SEEDS INVESTOR LLC103,914$5.24M0.71%+17,58813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP111,237$5.22M0.72%+21,30413F-HRTimeline
Integrated Capital Management, LLC111,200$5.22M2.2%+2,75313F-HRTimeline
ALLIANCEBERNSTEIN L.P.111,357$5.21M<0.01%-4,06613F-HRTimeline
Phoenix Wealth Advisors111,075$5.21M2.06%+3,08713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC110,941$5.2M0.23%+47,92613F-HRTimeline
BLAIR WILLIAM & CO/IL106,871$5.01M0.01%+22,41613F-HRTimeline
RIVERSEDGE ADVISORS, LLC106,246$4.98M0.81%-1,34513F-HRTimeline
EP Wealth Advisors, LLC105,030$4.93M0.02%-139,98413F-HRTimeline
Leslie Global Wealth, LLC104,841$4.92M2.59%+19,62513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC102,720$4.82M2.13%+24,16813F-HRTimeline
FMR LLCin group FMR LLC102,665$4.82M<0.01%+4,96013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.102,313$4.8M0.67%+33,38613F-HRTimeline
INTRUST BANK NA101,187$4.75M0.39%+18,78613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,577$4.72M<0.01%+2,21613F-HRTimelineGroup
Advisory Services Network, LLC100,079$4.69M0.06%-8,81113F-HRTimeline
Belpointe Asset Management LLC99,622$4.67M0.17%+12,61613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…99,014$4.64M0.03%-12,07913F-HRTimelineGroup
PROFFITT & GOODSON INC98,737$4.63M0.71%-1,65013F-HRTimeline
ADE, LLC97,658$4.58M2.2%-47513F-HRTimeline
Churchill Financial Advisors, LLC97,454$4.57M0.96%+6,50913F-HRTimeline
Richmond Investment Services, LLC97,412$4.57M0.74%+1,73413F-HRTimeline
Key Financial Inc97,141$4.56M0.81%+3,12613F-HRTimeline
TCP Asset Management, LLC96,763$4.54M0.58%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC95,859$4.5M0.14%-1,47913F-HRTimeline
EHRLICH FINANCIAL GROUP95,844$4.5M2.58%-50,52313F-HRTimeline
Financial Management, Inc.95,053$4.46M4.19%+7,48013F-HRTimeline
ABOUND FINANCIAL, LLC93,642$4.39M1.92%-123,10613F-HRTimeline
Collier Financial93,471$4.38M3.34%-96413F-HRTimeline
VISTA INVESTMENT MANAGEMENT93,212$4.37M1.47%+1,63413F-HRTimeline
Cornerstone Wealth Management, LLC92,098$4.32M0.22%+13,04213F-HRTimeline
Great Point Wealth Advisors, LLC91,802$4.31M0.8%-87213F-HRTimeline
Alliance Wealth Management Group91,269$4.28M0.94%+1,71813F-HRTimeline
Optas, LLC90,890$4.26M0.65%+28613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC88,822$4.17M0.3%+46,71913F-HRTimelineGroup
AlphaCore Capital LLC88,554$4.15M0.1%-3,88913F-HRTimeline
Ervin Investment Management, LLC88,449$4.15M2.43%+3,91113F-HRTimeline
Axos Invest Inc.87,731$4.12M3.11%+17,98713F-HRTimeline
R. W. Roge & Company, Inc.87,269$4.09M1.95%-1,27813F-HRTimeline
HARBOR ADVISORY CORP /MA/86,327$4.05M1.22%013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC86,272$4.05M3.58%+23913F-HRTimeline
YHB Investment Advisors, Inc.86,182$4.04M0.29%+1,18613F-HRTimeline
Single Point Partners, LLC84,935$3.98M0.79%-63413F-HRTimeline
SOA Wealth Advisors, LLC.81,304$3.81M0.72%+91713F-HRTimeline
Quantinno Capital Management LP79,830$3.74M0.01%+16,23213F-HRTimeline
Schwallier Wealth Management LLC79,618$3.73M2.73%-1,64713F-HRTimeline
Turning Point Benefit Group, Inc.97,208$3.72M2.37%+12,66813F-HRTimeline
Continuum Advisory, LLC79,364$3.72M0.36%-3,29913F-HRTimeline
Shum Financial Group, Inc.79,256$3.72M2.63%+1,98013F-HRTimeline
CHOREO, LLC78,368$3.68M0.05%+17,22413F-HRTimeline
Zinnia Wealth Advisory, LLC78,290$3.67M4.11%+35,07313F-HRTimeline
Gladstone Institutional Advisory LLC77,758$3.65M0.14%+2,55713F-HRTimeline
Tranquilli Financial Advisor LLC76,436$3.59M2.09%-5,71013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC76,211$3.58M0.1%-15613F-HRTimeline
Integrity Wealth Solutions LLC76,099$3.57M1.4%-17113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,251$3.53M0.08%+13,34113F-HR/ATimeline
Kera Capital Partners, Inc.74,788$3.51M0.43%+1,90913F-HRTimeline
Winch Advisory Services, LLC73,446$3.45M0.79%-31013F-HRTimeline
Arete Wealth Advisors, LLC72,662$3.41M0.26%-65,00513F-HR/ATimeline
Balefire, LLC72,356$3.39M0.64%+4,42113F-HRTimeline
Boston Standard Wealth Management, LLC71,809$3.38M0.55%-1,61913F-HRTimeline
Midwest Financial Network, LLC72,015$3.38M2.68%-26,43213F-HRTimeline
Foundations Investment Advisors, LLC71,866$3.37M0.04%+10,49313F-HRTimeline
Partners in Financial Planning71,261$3.34M0.55%+2,89413F-HRTimeline
Snowden Capital Advisors LLC71,020$3.33M0.09%+3,02813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/70,450$3.31M<0.01%-20,82513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC68,682$3.22M0.02%-3,96013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,597$3.22M<0.01%+27,11313F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC68,041$3.19M0.91%-1,20213F-HRTimeline
OLIO Financial Planning67,973$3.19M0.88%+38613F-HRTimeline
Parallel Advisors, LLC67,287$3.16M0.06%-46613F-HR/ATimeline
Patriot Financial Group Insurance Agenc…67,190$3.15M0.18%+33,35213F-HRTimeline
LEGACY SOLUTIONS, LLC66,030$3.1M2.87%-5,76413F-HRTimeline
Ironwood Wealth Management, LLC.64,858$3.04M0.87%-3,04513F-HRTimeline
Drucker Wealth 3.0, LLC64,644$3.03M0.53%+2,70113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC64,289$3.02M<0.01%new13F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC64,065$3.01M1.46%-1,75413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC64,004$3M0.04%+31,34213F-HRTimelineGroup
Kingsview Wealth Management, LLC63,834$2.99M0.04%+32,14313F-HRTimeline
Legacy Wealth Partners, LLC63,295$2.97M0.74%+5,04613F-HRTimeline
RETIREMITTEN FINANCIAL LLC62,988$2.95M1.43%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC62,838$2.95M0.14%-31,01613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding58,227$2.94M-9,241Timeline
Kensington Asset Management, LLC62,270$2.92M0.16%-175,29913F-HR/ATimeline
BIP Wealth, LLC62,235$2.92M0.12%-7,34213F-HRTimeline
BayBridge Capital Group, LLC62,040$2.9M1.8%013F-HRTimeline
SIMON QUICK ADVISORS, LLC61,025$2.86M0.13%-11,72513F-HRTimeline
Xena Financial Planning, LLC60,505$2.84M3.21%+64413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,435$2.84M0.03%+3,50213F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…59,973$2.81M0.48%+3313F-HRTimeline
Roan Capital Partners58,913$2.76M2.56%13F-HRTimeline
Walkner Condon Financial Advisors LLC58,713$2.75M0.36%-2,82313F-HRTimeline
Forefront Wealth Partners, LLC58,471$2.74M1.15%+5,90713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.58,170$2.73M1.71%-3,60613F-HRTimeline
Livet Wealth, LLC57,917$2.72M1.73%+8713F-HRTimeline
Occidental Asset Management, LLC57,809$2.71M0.32%+2,86313F-HRTimeline
Partnership Wealth Management, LLC57,009$2.67M2.04%-2,26613F-HRTimeline
Sharkey, Howes & Javer56,784$2.66M0.36%-18,85613F-HRTimeline
Salomon & Ludwin, LLC56,308$2.62M0.23%+5,50713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.55,769$2.62M0.82%-1,59313F-HRTimeline
Global Financial Private Client, LLC55,316$2.59M0.85%+2,03913F-HRTimeline
NOVUS ADVISORS, LLC54,976$2.58M5.77%+46613F-HRTimeline
PLANWISER FINANCIAL, LLC51,058$2.58M1.86%-4,55913F-HRTimeline
HBW ADVISORY SERVICES LLC54,459$2.55M0.27%+1,54613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC54,089$2.54M1.16%-2,00213F-HRTimeline
McAdam, LLC53,649$2.52M0.11%-2,16213F-HRTimeline
Bison Wealth, LLC47,619$2.49M0.24%+18,97013F-HRTimeline
CSM Advisors, LLC52,916$2.48M0.06%-5,80013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…52,805$2.48M0.03%+22,07513F-HRTimelineGroup
Diligent Investors, LLC52,684$2.47M0.61%+33113F-HRTimeline
Asset Dedication, LLC52,173$2.45M0.17%-33,82113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…51,355$2.41M0.33%+1,92713F-HRTimeline
Cadent Capital Advisors, LLC51,141$2.4M0.63%+7,76413F-HRTimeline
Advisory Resource Group51,063$2.4M0.41%+3,49013F-HRTimeline
Lifestyle Asset Management, Inc.50,991$2.39M0.78%+2,65713F-HRTimeline
RTD Financial Advisors, Inc.50,881$2.39M0.29%-61713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …50,613$2.37M0.05%-5,43513F-HRTimelineGroup
Resonant Capital Advisors, LLC50,462$2.37M0.12%-5,48413F-HRTimeline
Prime Capital Investment Advisors, LLC50,395$2.36M0.03%+9,20513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp50,259$2.36M0.01%-24913F-HR/ATimelineGroup
Apella Capital, LLC45,383$2.33M0.03%+12,27313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department49,150$2.31M1.19%+7,74513F-HRTimelineGroup
Quent Capital, LLC48,826$2.29M0.16%-7,02313F-HRTimeline
Maia Wealth LLC48,538$2.28M0.39%+10,27513F-HRTimeline
Peterson Wealth Advisors, LLC48,272$2.26M0.3%+83713F-HRTimeline
PAX Financial Group, LLC48,191$2.26M0.39%-2,95513F-HRTimeline
TWO SIGMA SECURITIES, LLC47,345$2.22M0.26%+42,81113F-HRTimeline
Hirtle & Co., LLC47,285$2.22M0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC47,172$2.21M0.07%-39613F-HRTimeline
CFS Investment Advisory Services, LLC42,948$2.21M0.15%-1413F-HRTimeline
THEORY FINANCIAL LLC46,888$2.2M0.77%+20,29313F-HRTimeline
Vested Financial Planning, LLC46,808$2.2M1.67%+4,13413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK46,521$2.18M0.01%-42913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD46,402$2.18M0.02%-2,70013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC45,949$2.16M0.11%013F-HRTimeline
Wealth Advisors of Iowa, LLC45,090$2.12M0.65%+13,24113F-HRTimeline
IAG Wealth Partners, LLC44,838$2.1M0.23%-22613F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …44,805$2.1M0.23%+3,57413F-HRTimelineGroup
AdvisorNet Financial, Inc44,532$2.09M0.11%+1,26913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC44,088$2.07M1.21%+3,17113F-HRTimeline
Compound Planning, Inc.44,065$2.07M0.06%+1,12613F-HRTimeline
Kohmann Bosshard Financial Services, LLC43,737$2.05M0.2%013F-HR/ATimeline
HRT FINANCIAL LP43,392$2.04M0.01%+38,42213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,339$2.03M0.02%+3,03113F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.43,023$2.02M2.41%-7,24413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,919$2.01M<0.01%+7,27813F-HRTimeline
International Private Wealth Advisors L…42,498$1.99M1.22%+2,95413F-HRTimeline
McKinley Carter Wealth Services, Inc.42,064$1.97M0.11%-12,31813F-HRTimeline
IEQ CAPITAL, LLC42,060$1.97M0.01%-6,24213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC42,054$1.97M0.14%013F-HRTimeline
LANARK FINANCIAL, INC.40,794$1.91M0.14%+2,26413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.40,418$1.9M0.14%-813F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC40,106$1.88M1.03%+3,76913F-HRTimeline
Sherman Wealth Management LLC39,962$1.87M1.61%+2,48713F-HRTimeline
FF Advisors,LLC37,014$1.86M0.75%-13,97713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC39,509$1.85M0.19%+7,86913F-HRTimeline
Cambridge Financial Group, LLC39,399$1.85M0.63%-2,43313F-HRTimeline
Integrity Advisory Solutions, LLC39,238$1.84M0.24%+1,95113F-HRTimeline
Brookwood Investment Group LLC39,126$1.84M0.23%+2,55413F-HRTimeline
Hofer & Associates. Inc38,934$1.83M0.98%+81813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC38,693$1.82M0.06%-1,19313F-HRTimelineGroup
Tempus Wealth Planning, LLC38,508$1.81M0.42%+2,52713F-HRTimeline
Strategic Financial Concepts, LLC38,148$1.79M0.44%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.38,111$1.79M3.22%+1,63813F-HRTimeline
Janney Montgomery Scott LLC37,403$1.75M<0.01%-51913F-HRTimeline
TAGStone Capital, Inc.37,361$1.75M0.62%-10113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,151$1.74M<0.01%+3,82213F-HRTimelineGroup
Smartleaf Asset Management LLC38,230$1.74M0.06%+5,23613F-HRTimeline