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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

1,018 managers (1,033 13F filers) reported a position in SPEM shares at 2026-06-30, 238,833,603 shares in all. 79 filers opened a position and 45 filers sold out during the quarter.

Managers
1,018
13F filers
1,033
New
79
Added
451
Reduced
347
Sold out
45
Shares held by filers
238,833,603

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,019$1.87M<0.01%-1,13213F-HRTimelineGroup
Bison Wealth, LLC35,842$1.86M0.17%-11,77713F-HRTimeline
Steward Partners Investment Advisory, L…35,684$1.85M0.01%+55313F-HRTimeline
G&S Capital LLC35,671$1.85M0.54%+1,93313F-HRTimeline
NOVEM GROUP35,284$1.83M0.19%-1,33213F-HRTimeline
Hurley Capital, LLC35,110$1.82M0.94%+4,09613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC34,953$1.81M0.31%+1,89313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC34,402$1.78M0.12%-54,42013F-HRTimelineGroup
Towne Trust Company, N.A34,251$1.77M0.54%+2,37613F-HRTimeline
Maridea Wealth Management LLC34,068$1.76M0.19%+1,65013F-HRTimeline
Founders Financial Alliance, LLC33,929$1.76M0.23%+29,26313F-HRTimeline
Patriot Financial Group Insurance Agenc…33,519$1.74M0.18%-33,67113F-HRTimeline
SMITH, MOORE & CO.33,301$1.72M0.11%013F-HRTimeline
McNaughton Wealth Management, LLC33,187$1.72M0.61%+26913F-HRTimeline
ORBA Wealth Advisors, L.L.C.33,178$1.72M1.47%-9,84513F-HRTimeline
Tyche Wealth Partners LLC32,943$1.71M0.24%+50013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,710$1.69M0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC32,289$1.67M0.11%+2,86813F-HRTimeline
Outlook Wealth Advisors, LLC32,165$1.66M0.36%+1,91613F-HRTimeline
Fortitude Family Office, LLC32,047$1.66M0.32%-2,70013F-HRTimeline
Alpha Advisors, LLC/VA31,741$1.64M1.24%+60513F-HRTimeline
Koshinski Asset Management, Inc.31,687$1.64M0.09%-73813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,301$1.62M0.83%+2713F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,296$1.62M0.46%-1,78513F-HRTimeline
SCS Capital Management LLC31,261$1.62M0.02%-75713F-HRTimeline
Sigma Planning Corp31,197$1.62M0.04%+11313F-HRTimeline
RWA WEALTH PARTNERS, LLC30,919$1.6M0.02%+1,38513F-HRTimeline
CFS Investment Advisory Services, LLC31,315$1.6M0.11%-11,63313F-HRTimeline
Gotham Asset Management, LLC30,705$1.59M<0.01%013F-HRTimeline
Forthright Family Wealth Advisory LLC30,472$1.58M0.89%new13F-HRTimeline
IRON Financial LLC30,336$1.57M0.65%+7613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding30,285$1.57M+1,594Timeline
May Hill Capital, LLC30,206$1.56M0.33%-42613F-HRTimeline
Stonehearth Capital Management, LLC30,161$1.56M0.53%-3,87713F-HRTimeline
Selby Wealth Management, LLC30,115$1.56M0.55%+4,15013F-HRTimeline
Independent Wealth Network Inc.29,970$1.55M0.39%+1,43413F-HRTimeline
STEVENS CAPITAL PARTNERS29,733$1.54M0.29%-1,52913F-HRTimeline
WealthPoint Financial, LLC29,583$1.53M1.12%+3,86713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP29,149$1.51M0.07%+1,40513F-HRTimeline
Montz Harcus Wealth Management LLC28,862$1.49M0.53%+1,43213F-HRTimeline
Brown Financial Advisory28,757$1.49M0.62%013F-HRTimeline
JFS WEALTH ADVISORS, LLC28,747$1.49M0.07%-46013F-HRTimeline
Rosenberg Matthew Hamilton28,575$1.48M0.28%+17313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,392$1.47M0.66%013F-HRTimeline
October Effect Ltd28,281$1.46M1.38%+4,21613F-HRTimeline
Kagan Cocozza Asset Management27,876$1.44M0.9%-57013F-HRTimeline
Wedmont Private Capital27,747$1.44M0.04%+2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,848$1.44M0.04%-47813F-HRTimelineGroup
M Holdings Securities, Inc.27,748$1.43M0.19%+2,56213F-HRTimeline
Bond & Devick Financial Network, Inc.27,264$1.41M0.35%013F-HRTimeline
NORDEN GROUP LLC27,244$1.41M0.12%+22313F-HRTimeline
Wealthspire Retirement, LLC27,241$1.41M0.08%+25213F-HRTimeline
Sharkey, Howes & Javer27,175$1.41M0.17%-29,60913F-HRTimeline
OneDigital Investment Advisors LLC27,067$1.4M0.01%+67613F-HRTimeline
Spartan Planning & Wealth Management27,024$1.4M0.93%+13,24613F-HRTimeline
FDx Advisors, Inc.26,999$1.4M0.42%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,974$1.4M0.07%+2,61013F-HRTimelineGroup
Comprehensive Money Management Services…26,948$1.4M0.88%-96113F-HRTimeline
Lifeworks Advisors, LLC26,779$1.39M0.15%-1,53813F-HRTimeline
Diversified Enterprises, LLC26,760$1.39M0.07%+22413F-HRTimeline
Modera Wealth Management, LLC26,389$1.37M0.01%+80313F-HRTimeline
Worth Financial Advisory Group, LLC26,357$1.36M0.57%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC26,034$1.35M0.02%-9,56913F-HRTimeline
Larson Financial Group LLC25,759$1.33M0.04%-7,00213F-HRTimeline
Fullerton Advisors, LLC25,625$1.33M1.24%-12513F-HRTimeline
Topel & Distasi Wealth Management, LLC25,612$1.33M0.64%-9,81013F-HRTimeline
World Investment Advisors25,991$1.32M0.02%-2,53313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,286$1.31M<0.01%+3,53313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,048$1.3M0.01%-33113F-HRTimelineGroup
United Asset Strategies, Inc.25,003$1.29M0.09%+19713F-HRTimeline
Sound Financial Strategies Group, LLC24,582$1.27M0.81%+11713F-HRTimeline
Aegis Wealth Management, Inc.24,576$1.27M0.82%+10,31913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC24,571$1.27M0.11%+7,48613F-HRTimeline
Sanchez Levi Garrett24,409$1.26M0.69%-5113F-HRTimeline
WLTH Capital Management, LLC24,334$1.26M0.81%-1,72613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT24,293$1.26M0.34%+1,75713F-HRTimeline
Range Financial Group LLC24,051$1.25M0.34%-27913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC23,985$1.24M0.05%+2,78913F-HRTimeline
ShoreHaven Wealth Partners, LLC23,952$1.24M0.39%-1,84013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,684$1.23M<0.01%-26,57513F-HRTimelineGroup
City State Bank23,658$1.23M0.28%+1,18913F-HRTimeline
Portland Financial Advisors Inc23,507$1.22M2.22%+1,45513F-HRTimeline
Hassell Wealth Management, LLC23,662$1.21M0.37%013F-HRTimeline
Generation Capital Management LLC23,142$1.2M0.74%+99513F-HRTimeline
Onyx Bridge Wealth Group LLC23,141$1.2M0.11%-2,93213F-HRTimeline
United Advisor Group, LLC23,068$1.19M0.13%+3,69813F-HRTimeline
Sanchez Gaunt Capital Management, LLC22,942$1.19M0.66%+96413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,927$1.19M0.04%+20013F-HRTimeline
PRIVATE TRUST CO NA22,887$1.19M0.09%+2,23513F-HRTimeline
XY Planning Network, Inc.22,882$1.18M0.15%+5,70213F-HRTimeline
Collaborative Wealth Managment Inc.22,790$1.18M0.5%-2,22313F-HRTimeline
Composition Wealth, LLC22,573$1.17M0.01%-3,18313F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…22,547$1.17M0.13%013F-HRTimelineGroup
Battery Global Advisors, LLC22,356$1.16M0.58%013F-HRTimeline
Traction Financial Partners, LLC22,328$1.16M0.61%+6,36913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,325$1.16M<0.01%+3,25213F-HRTimelineGroup
Ethic Inc.22,174$1.15M0.01%+15,93513F-HRTimeline
Apeiron RIA LLC22,092$1.14M0.29%-5413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC22,079$1.14M0.46%-41,98613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,048$1.14M0.11%+4413F-HRTimeline
Upper Left Wealth Management, LLC21,939$1.14M0.63%-31113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC21,910$1.13M0.57%+41013F-HRTimeline
Legacy Edge Advisors, LLC21,874$1.13M0.1%+12513F-HR/ATimeline
Trinity Wealth Management, LLC21,848$1.13M0.36%+35213F-HRTimeline
IEQ CAPITAL, LLC21,739$1.13M0.01%-20,32113F-HRTimeline
Triumph Capital Management21,678$1.12M0.2%-22013F-HRTimeline
Rockbridge Investment Management, LCC21,572$1.12M0.09%-78713F-HRTimeline
NWAM LLC21,502$1.11M0.06%-1,40113F-HRTimeline
Breakwater Investment Management21,413$1.11M0.38%+12,21413F-HRTimeline
IFG Advisory, LLC21,177$1.1M0.04%new13F-HRTimeline
Pacifica Partners Inc.21,435$1.1M0.33%+1,35313F-HRTimeline
Level Wealth Management LLC21,016$1.09M0.44%-5813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,002$1.09M<0.01%+9,11913F-HRTimelineGroup
Certified Advisory Corp20,910$1.08M0.09%-2,67513F-HRTimeline
AIRE ADVISORS, LLC20,886$1.08M0.18%+8113F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.20,845$1.08M0.83%013F-HRTimeline
Towerpoint Wealth, LLC20,542$1.06M0.37%-13313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,529$1.06M0.02%-1,24313F-HR/ATimeline
One Capital Management, LLC22,605$1.06M0.03%013F-HRTimeline
Mullaney, Keating & Wright, Inc.20,423$1.06M0.51%+2,90013F-HRTimeline
Cresset Asset Management, LLC20,231$1.05M<0.01%+2,33913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding20,218$1.05M-253Timeline
Canal Capital Management, LLC19,916$1.03M0.13%+75913F-HRTimeline
Three Cord True Wealth Management, LLC19,911$1.03M0.49%013F-HRTimeline
Financial Network Wealth Advisors LLC19,766$1.02M1.04%+1,60213F-HRTimeline
Sound Income Strategies, LLC19,762$1.02M0.05%+4,13813F-HRTimeline
RCW Management, LLC19,761$1.02M0.92%+5,82013F-HRTimeline
PCB Capital LLC19,722$1.02M1.24%+3,59513F-HRTimeline
Yukon Wealth Management, Inc.19,707$1.02M0.29%-1,66513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,614$1.02M<0.01%+5,53213F-HRTimelineGroup
Redwood Financial Network Corp19,564$1.01M0.56%+70813F-HRTimeline
Coppell Advisory Solutions LLC17,066$1.01M0.11%new13F-HRTimeline
Sentinel Advisory Group, LLC19,447$1.01M0.41%+6713F-HRTimeline
Convergence Financial, LLC19,312$1000K0.08%new13F-HRTimeline
Hibernia Wealth Partners, LLC19,172$993K0.54%+5,92713F-HRTimeline
American Investment Services, Inc.19,020$985K0.21%-58913F-HRTimeline
Sunburst Financial Group, LLC19,015$985K0.16%-9213F-HRTimeline
Orin Green Financial, LLC18,497$958K0.35%-76613F-HRTimeline
Rede Wealth, LLC18,262$946K0.31%+1,02213F-HRTimeline
MBA Advisors LLC18,165$941K0.32%-31813F-HRTimeline
National Wealth Management Group, LLC18,111$938K0.29%+69613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,087$937K0.05%-19313F-HRTimeline
Ocean Park Asset Management, LLC17,982$931K0.04%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC18,182$929K0.12%-4,67613F-HRTimeline
COZAD ASSET MANAGEMENT INC17,875$926K0.06%+66213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC17,672$915K<0.01%new13F-HR/ATimeline
USAdvisors Wealth Management, LLC17,656$914K0.26%+1113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC17,318$897K0.18%-40013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,300$896K<0.01%-128,00013F-HRTimeline
Balboa Wealth Partners17,266$894K0.12%-6,75713F-HRTimeline
Family Investment Center, Inc.17,243$893K0.15%-5913F-HRTimeline
WINNACLE WEALTH LLC17,126$887K0.6%+1,60113F-HRTimeline
NewEdge Wealth, LLC17,004$880K0.01%-10213F-HRTimeline
Hughes Financial Services, LLC16,991$880K0.12%-1,38413F-HRTimeline
Curtis Advisory Group, LLC16,951$878K0.17%+28913F-HRTimeline
Autumn Glory Partners, LLC16,945$877K0.25%+8,67013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,928$877K<0.01%+15713F-HRTimelineGroup
BEACON FINANCIAL GROUP16,767$868K0.08%-46913F-HRTimeline
Split Rock Private Trading & Wealth Man…16,719$866K0.59%-13,47213F-HRTimeline
Valley Financial Group, Inc.16,607$860K0.42%-40113F-HRTimeline
Inman Jager Wealth Management, LLC16,565$858K0.46%+413F-HRTimeline
Carnegie Investment Counsel16,522$856K0.02%-2013F-HRTimeline
TKG Advisors, LLC16,477$853K0.3%+1,30213F-HRTimeline
Rooted Wealth Advisors, Inc.16,459$852K0.21%-7013F-HRTimeline
Tennessee Valley Asset Management Partn…16,454$852K0.09%+75913F-HRTimeline
Valued Wealth Advisors LLC16,436$851K0.31%-4,34413F-HRTimeline
Zhang Financial LLC16,385$848K0.02%+40213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC16,375$848K0.21%+1,44613F-HRTimeline
Net Worth Advisory Group16,257$842K0.21%+36613F-HRTimeline
Janney Montgomery Scott LLC16,180$838K<0.01%-21,22313F-HRTimeline
Sowell Financial Services LLC16,094$833K0.03%+1,67713F-HRTimeline
Frisch Financial Group, Inc.16,086$833K0.14%-57913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co15,958$826K0.04%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,949$826K0.01%+9,95913F-HRTimelineGroup
RAINIER FAMILY WEALTH INC15,896$823K0.47%-10713F-HRTimeline
Bravias Capital Group, LLC15,830$820K0.49%-1,32913F-HRTimeline
Perennial Investment Advisors, LLC15,819$819K0.05%-1,85513F-HRTimeline
Private Wealth Group, LLC15,775$817K0.32%+83713F-HRTimeline
Ausdal Financial Partners, Inc.15,662$811K0.03%-48313F-HRTimeline
Broadview Financial Management, LLC15,563$806K0.49%-40713F-HRTimeline
MB Generational Wealth, LLC15,535$804K0.39%013F-HRTimeline
Jacobs Equity LLC15,480$802K0.55%-6,14613F-HRTimeline
Jefferson Bridge Capital, LLC15,439$799K0.69%-44013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA15,334$794K0.15%+4,16913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,308$793K0.01%+1,12113F-HRTimelineGroup
Gilbert & Cook, Inc.15,103$782K0.09%013F-HRTimeline
Morling Financial Advisors, LLC14,768$765K0.21%-29213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC14,680$760K0.1%+7213F-HRTimeline
River Street Advisors LLC14,651$759K0.22%+2,23113F-HRTimeline
Rehmann Capital Advisory Group14,642$758K0.03%-3813F-HRTimeline
Advance Capital Management, Inc.14,545$753K0.02%+2,74813F-HRTimeline
Black Diamond Financial, LLC14,509$751K0.07%+17013F-HRTimeline
Argent Trust Co14,459$749K0.02%-77013F-HRTimeline
Plan A Wealth LLC14,449$748K0.32%-2,61813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,435$747K0.04%+613F-HRTimeline
Idaho Trust Co14,360$743K0.22%-3,16613F-HRTimeline
Arkadios Wealth Advisors14,353$743K0.01%+2113F-HRTimeline
CoreCap Advisors, LLC14,186$735K0.02%-47513F-HRTimeline
Coign Capital Advisors LLC14,083$729K0.33%-29313F-HRTimeline
Orcam Financial Group13,843$717K0.35%+4713F-HRTimeline