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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

824 managers (831 13F filers) reported a position in SPEM shares at 2024-12-31, 197,023,003 shares in all. 49 filers opened a position and 50 filers sold out during the quarter.

Managers
824
13F filers
831
New
49
Added
334
Reduced
289
Sold out
50
Shares held by filers
197,023,003

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Steward Partners Investment Advisory, L…25,260$969K0.01%-2,01713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…24,969$958K0.37%-30513F-HRTimelineGroup
Rockbridge Investment Management, LCC24,875$954K0.12%-11013F-HRTimeline
Edge Capital Group, LLC24,698$948K0.05%013F-HRTimeline
CFS Investment Advisory Services, LLC24,532$941K0.08%-24,70813F-HRTimeline
New Century Financial Group, LLC24,317$935K0.4%+3,77613F-HRTimeline
G&S Capital LLC23,966$920K0.38%+24713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,921$918K0.01%+6,50913F-HRTimelineGroup
Pallas Capital Advisors LLC23,743$911K0.04%-44613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,581$905K0.01%+5,80513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,822$876K0.06%-1,81613F-HRTimelineGroup
Range Financial Group LLC22,513$864K0.4%+10,63413F-HRTimeline
Battery Global Advisors, LLC22,356$858K0.46%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding22,321$856K-507Timeline
Upper Left Wealth Management, LLC22,299$856K0.73%-12013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,297$856K0.04%013F-HRTimeline
Strategic Financial Concepts, LLC22,285$855K0.16%new13F-HR/ATimeline
Hassell Wealth Management, LLC22,035$849K0.34%+45913F-HRTimeline
Apeiron RIA LLC22,071$847K0.24%+13313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC22,021$845K0.18%-98213F-HRTimeline
Advisory Services Network, LLC21,552$827K0.02%-4,24113F-HRTimeline
City State Bank21,271$816K0.29%+33513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV21,101$810K0.29%+7,89013F-HRTimeline
AIRE ADVISORS, LLC21,078$809K0.17%+19013F-HRTimeline
HighMark Wealth Management LLC20,995$806K0.46%-16113F-HRTimeline
TRUE Private Wealth Advisors20,834$799K0.1%new13F-HRTimeline
Belpointe Asset Management LLC20,701$799K0.05%+58713F-HRTimeline
Advance Capital Management, Inc.20,806$798K0.04%+8413F-HRTimeline
Three Cord True Wealth Management, LLC20,803$798K0.69%13F-HRTimeline
TWO SIGMA SECURITIES, LLC20,621$791K0.14%-20,63713F-HRTimeline
United Asset Strategies, Inc.20,616$791K0.07%+5,02613F-HRTimeline
Trinity Wealth Management, LLC20,609$791K0.36%+92513F-HRTimeline
Family Investment Center, Inc.20,588$790K0.2%-73413F-HRTimeline
Sunburst Financial Group, LLC20,538$788K0.19%-3,64813F-HRTimeline
Diversified Enterprises, LLC20,532$788K0.08%+1,62113F-HRTimeline
Hughes Financial Services, LLC20,387$782K0.16%13F-HRTimeline
American Investment Services, Inc.20,156$773K0.14%+31913F-HR/ATimeline
Valued Wealth Advisors LLC19,989$767K0.48%+88513F-HRTimeline
Hilltop Partners LLC19,874$763K0.26%-18,75513F-HRTimeline
Triumph Capital Management19,774$759K0.26%-1,55813F-HRTimeline
SteelPeak Wealth, LLC19,628$753K0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,512$749K0.02%-5813F-HRTimeline
NORDEN GROUP LLC19,510$749K0.08%+1,08713F-HRTimeline
Farther Finance Advisors, LLC19,505$748K0.03%-43,42313F-HRTimeline
Wedmont Private Capital19,999$747K0.04%+2,39413F-HRTimeline
Gateway Wealth Partners, LLC19,427$745K0.19%+12,80313F-HRTimeline
Ellevest, Inc.19,400$744K0.04%013F-HRTimeline
Strategic Investment Advisors / MI19,318$741K0.08%-2,47413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …19,229$738K0.09%new13F-HRTimelineGroup
Kelly Financial Services LLC19,209$737K0.27%-19,16713F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC19,005$729K0.19%+11,34313F-HR/ATimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp18,958$727K0.05%+66913F-HRTimelineGroup
Glass Jacobson Investment Advisors llc18,861$724K0.24%+4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perigon Wealth Management, LLC19,077$724K0.02%+1,78713F-HRTimeline
PRIVATE TRUST CO NA18,835$723K0.07%+7,03213F-HRTimeline
Alliance Wealth Advisors, LLC /UT18,744$719K0.19%+33013F-HRTimeline
Klingman & Associates, LLC18,706$718K0.04%013F-HRTimeline
Argent Trust Co18,676$717K0.03%+10,58913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,455$711K0.07%-59813F-HR/ATimeline
Wealthspire Retirement, LLC18,435$707K0.06%+1,50013F-HRTimeline
MA Private Wealth18,356$704K0.13%-1,63413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.18,248$700K1.19%-89213F-HRTimeline
Montz Harcus Wealth Management LLC17,976$690K0.39%+1,79913F-HRTimeline
RWA WEALTH PARTNERS, LLC17,559$674K0.01%+6,74513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,416$668K<0.01%+8,53213F-HRTimelineGroup
Kera Capital Partners, Inc.17,367$666K0.19%13F-HRTimeline
Rooted Wealth Advisors, Inc.17,272$661K0.26%-2,11913F-HRTimeline
Net Worth Advisory Group17,003$652K0.2%-1,80513F-HRTimeline
Inman Jager Wealth Management, LLC16,886$648K0.5%13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…16,607$637K0.66%13F-HRTimeline
Gilbert & Cook, Inc.16,568$636K0.09%013F-HRTimeline
Coign Capital Advisors LLC16,558$635K0.59%13F-HRTimeline
DRAVO BAY LLC16,552$635K0.31%+7,03513F-HRTimeline
Valley Financial Group, Inc.16,512$634K0.44%-28113F-HRTimeline
Morling Financial Advisors, LLC16,506$633K0.22%-4613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC16,401$629K0.07%-33413F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT16,299$625K0.08%-1,12113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC16,285$625K0.32%-91613F-HRTimeline
Curtis Advisory Group, LLC16,265$624K0.17%+62913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,262$624K0.05%+1,29713F-HRTimeline
Portland Financial Advisors Inc16,260$624K1.68%13F-HRTimeline
Professional Financial Advisors, LLC16,149$620K0.16%+47713F-HRTimeline
MB Generational Wealth, LLC15,986$613K0.45%-2,53613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC15,863$609K0.12%-1,61213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC15,853$608K0.27%+66013F-HRTimeline
Hurley Capital, LLC15,784$607K0.49%13F-HRTimeline
Spectrum Planning & Advisory Services I…15,799$606K0.53%-50613F-HRTimeline
One Capital Management, LLC15,783$606K0.02%-3,36713F-HRTimeline
Broadview Financial Management, LLC15,663$601K0.43%-11,34013F-HRTimeline
Richard W. Paul & Associates, LLC15,534$596K0.22%-1,96213F-HRTimeline
Rehmann Capital Advisory Group15,452$593K0.04%+37513F-HRTimeline
Independent Wealth Network Inc.15,396$591K0.24%+2,02013F-HRTimeline
COZAD ASSET MANAGEMENT INC15,255$585K0.05%-8,54713F-HRTimeline
Tempus Wealth Planning, LLC15,071$578K0.18%+7,83913F-HRTimeline
Coppell Advisory Solutions LLC15,016$578K0.08%-2,61713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,794$568K-953Timeline
PENOBSCOT WEALTH MANAGEMENT14,705$564K0.26%+72313F-HRTimeline
Apella Capital, LLC14,699$564K0.02%+11313F-HRTimeline
Maia Wealth LLC14,632$560K0.12%+3,78913F-HRTimeline
Fragasso Financial Advisors Inc14,489$556K0.04%-77813F-HRTimeline
GUIDANCE CAPITAL, INC14,175$552K0.17%-21,13013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department14,319$549K0.41%13F-HRTimelineGroup
MONECO ADVISORS, LLC14,035$539K0.06%new13F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,102$536K<0.01%+4,38213F-HRTimelineGroup
Wallace Advisory Group, LLC12,975$536K0.37%-48013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,778$529K0.03%+3,27213F-HR/ATimelineGroup
Convergence Financial, LLC13,611$522K0.1%-86013F-HRTimeline
Gilman Hill Asset Management, LLC13,545$520K0.09%-93013F-HRTimeline
Sound Financial Strategies Group, LLC13,513$518K0.43%-1,51713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,494$518K<0.01%+5,24613F-HRTimelineGroup
World Investment Advisors13,447$516K0.01%-13613F-HRTimeline
Certified Advisory Corp13,395$514K0.06%-10013F-HRTimeline
Rede Wealth, LLC13,324$511K0.2%-41013F-HRTimeline
Foundation Wealth Management, LLC\PA13,301$510K0.25%13F-HRTimeline
Vise Technologies, Inc.13,247$508K0.04%-1,19413F-HRTimeline
Formidable Asset Management, LLC13,208$507K0.08%+6,49013F-HRTimeline
Carnegie Investment Counsel13,151$505K0.01%+33513F-HRTimeline
M Holdings Securities, Inc.13,099$503K0.08%-3,88513F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd13,083$502K0.03%-49,12313F-HRTimeline
Strategies Wealth Advisors, LLC12,587$498K0.06%-5,96213F-HRTimeline
Stanich Group LLC12,874$494K0.37%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,856$493K0.01%+1,56013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC12,855$493K0.06%-3,00413F-HRTimeline
BEACON FINANCIAL GROUP12,814$492K0.05%+53513F-HRTimeline
Post Resch Tallon Group Inc.12,843$491K0.47%13F-HRTimeline
Financial Network Wealth Advisors LLC12,714$488K0.91%-15,78113F-HRTimeline
CALTON & ASSOCIATES, INC.12,700$487K0.22%+4,76713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC12,654$486K0.55%13F-HRTimeline
Towerpoint Wealth, LLC12,637$485K0.24%-30213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,485$479K0.04%013F-HRTimeline
Salomon & Ludwin, LLC12,436$477K0.05%+60213F-HRTimeline
Pacifica Partners Inc.12,379$473K0.2%+2,40313F-HRTimeline
Resurgent Financial Advisors LLC12,214$469K0.28%+22813F-HRTimeline
SEEDS INVESTOR LLC12,190$468K0.13%+6,12013F-HRTimeline
NewEdge Wealth, LLC12,046$462K0.01%+113F-HRTimeline
Hill Investment Group Partners, LLC12,002$461K0.06%new13F-HRTimeline
CAPITAL ADVISORS INC/OK11,993$460K0.01%-31,96813F-HRTimeline
VICUS CAPITAL11,981$460K0.04%+29913F-HRTimeline
River Street Advisors LLC11,971$459K0.23%+41713F-HRTimeline
True North Advisors, LLC11,947$458K0.11%new13F-HRTimeline
Redwood Financial Network Corp11,924$458K0.34%-44513F-HRTimeline
Keener Financial Planning LLC11,933$457K0.27%-1,25713F-HRTimeline
Mullaney, Keating & Wright, Inc.11,881$456K0.31%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,875$456K0.01%+7513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,789$452K<0.01%-4713F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.11,748$451K0.03%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…11,725$450K0.01%+53313F-HRTimeline
Elios Financial Group Inc.11,704$449K0.21%-18113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,659$447K0.1%+77613F-HRTimeline
Legacy Edge Advisors, LLC11,609$447K0.07%-42613F-HRTimeline
WARNER FINANCIAL, INC11,544$443K0.19%-83713F-HRTimeline
Castleview Partners, LLC11,532$441K0.24%-12013F-HR/ATimeline
Richard P Slaughter Associates Inc11,477$440K0.1%-12,46913F-HRTimeline
XY Planning Network, Inc.11,451$439K0.33%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,282$433K0.01%-1,56613F-HRTimeline
TKG Advisors, LLC11,096$432K0.2%+73713F-HRTimeline
Life Planning Partners, Inc11,253$432K0.4%013F-HR/ATimeline
Stark Wealth Management LLC11,213$431K0.32%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,182$429K<0.01%new13F-HRTimelineGroup
Baltimore-Washington Financial Advisors…11,131$427K0.02%-22713F-HRTimeline
Prime Capital Investment Advisors, LLC10,994$422K0.01%-92213F-HRTimeline
Watts Gwilliam & Co., LLC11,002$421K0.09%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC10,954$420K0.43%+15213F-HRTimeline
Cooksen Wealth, LLC10,942$420K0.39%-3,62713F-HRTimeline
Bison Wealth, LLC10,821$415K0.05%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC10,721$412K0.23%-44513F-HRTimeline
Stonebridge Financial Group, LLC10,723$411K0.05%13F-HRTimeline
Summit Trail Advisors, LLC10,566$405K0.01%013F-HRTimeline
ACT Advisors, LLC.10,515$403K0.22%-5,46813F-HRTimeline
Tennessee Valley Asset Management Partn…10,380$398K0.07%+3,53913F-HRTimeline
Private Wealth Group, LLC10,363$398K0.19%+66113F-HRTimeline
Meridian Wealth Management, LLC10,308$396K0.02%-2,31713F-HRTimeline
MATHER GROUP, LLC.10,274$394K0.01%013F-HRTimeline
First Horizon Advisors, Inc.10,165$390K0.01%-21113F-HRTimeline
CoreCap Advisors, LLC10,088$387K0.02%-79513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,032$385K0.15%-2,84213F-HRTimeline
Hutchens & Kramer Investment Management…9,854$378K0.21%-68813F-HRTimeline
MATAURO, LLC9,753$374K0.08%13F-HRTimeline
TSA Wealth Managment LLC9,649$370K0.15%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,542$366K<0.01%+40713F-HRTimelineGroup
PFG Advisors9,518$365K0.02%-74213F-HRTimeline
Claro Advisors Inc.9,514$365K0.05%+17213F-HRTimeline
POTENTIA WEALTH9,500$365K0.16%13F-HRTimeline
EIGHT 31 FINANCIAL, LLC9,496$364K0.27%-64913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,446$362K0.03%-1,93113F-HR/ATimeline
Insight Advisors, LLC/ PA9,402$362K0.06%+7413F-HRTimeline
SkyOak Wealth, LLC9,363$359K0.08%+1,24813F-HRTimeline
Bragg Financial Advisors, Inc9,310$357K0.01%new13F-HRTimeline
Sterling Wealth Management, Inc.9,219$354K0.13%-84913F-HRTimeline
Pinnacle Family Advisors, LLC9,215$354K0.17%+73813F-HRTimeline
Dynamic Financial Group9,205$353K0.36%13F-HRTimeline
Bravias Capital Group, LLC9,084$352K0.29%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC9,044$347K0.18%13F-HRTimeline
STEVENS CAPITAL PARTNERS8,959$344K0.16%+2,11013F-HRTimeline
CABOT WEALTH MANAGEMENT INC8,890$341K0.04%-4,76513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,811$338K0.04%+6,92913F-HRTimeline
Lane & Associates LLC8,663$336K0.17%-33813F-HRTimeline
4WEALTH ADVISORS, INC.8,698$334K0.34%13F-HRTimeline
Manhattan West Asset Management, LLC8,697$334K0.09%-10113F-HRTimeline
Bahl & Gaynor LLC8,650$332K<0.01%-1,10013F-HRTimeline