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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

832 managers (840 13F filers) reported a position in SPEM shares at 2025-03-31, 197,801,668 shares in all. 63 filers opened a position and 49 filers sold out during the quarter.

Managers
832
13F filers
840
New
63
Added
341
Reduced
308
Sold out
49
Shares held by filers
197,801,668

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Detalus Advisors, LLC27,287$1.07M0.34%new13F-HRTimeline
Bond & Devick Financial Network, Inc.27,264$1.07M0.39%-2413F-HRTimeline
Clear Creek Financial Management, LLC26,660$1.05M0.11%-2,58613F-HRTimeline
Frisch Financial Group, Inc.26,655$1.05M0.29%-20313F-HRTimeline
MONECO ADVISORS, LLC26,289$1.03M0.11%+12,25413F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.26,270$1.03M0.01%+2,68913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC26,203$1.03M0.29%-7,06413F-HRTimeline
G&S Capital LLC25,610$1.01M0.43%+1,64413F-HRTimeline
NORDEN GROUP LLC24,921$981K0.11%+5,41113F-HRTimeline
World Investment Advisors24,902$980K0.03%+11,45513F-HRTimeline
Rockbridge Investment Management, LCC24,844$978K0.12%-3113F-HRTimeline
Onyx Bridge Wealth Group LLC24,736$974K0.14%-239,57613F-HRTimeline
New Century Financial Group, LLC24,601$969K1.12%+28413F-HRTimeline
TRUE Private Wealth Advisors24,513$965K0.12%+3,67913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK24,428$962K0.01%+15,93913F-HRTimelineGroup
MA Private Wealth24,293$956K0.18%+5,93713F-HRTimeline
Orin Green Financial, LLC24,890$939K0.44%new13F-HRTimeline
Advisory Services Network, LLC23,787$936K0.02%+2,23513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC23,761$935K0.25%+4,75613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,387$921K0.06%+56513F-HRTimelineGroup
Salomon & Ludwin, LLC23,072$912K0.1%+10,63613F-HRTimeline
ShoreHaven Wealth Partners, LLC23,099$909K0.44%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…22,642$891K0.14%+14,89913F-HRTimelineGroup
Valued Wealth Advisors LLC22,640$891K0.53%+2,65113F-HRTimeline
Apeiron RIA LLC22,572$889K0.27%+50113F-HRTimeline
Brookwood Investment Group LLC22,496$886K0.15%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,477$885K0.04%+18013F-HRTimeline
Range Financial Group LLC22,450$884K0.39%-6313F-HRTimeline
Battery Global Advisors, LLC22,356$880K0.49%013F-HRTimeline
Maia Wealth LLC23,234$878K0.2%+8,60213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV22,289$878K0.28%+1,18813F-HRTimeline
Collaborative Wealth Managment Inc.22,235$875K0.41%-3,15813F-HRTimeline
City State Bank21,766$857K0.28%+49513F-HRTimeline
Hughes Financial Services, LLC21,631$855K0.17%+1,24413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…21,589$850K0.32%-3,38013F-HRTimelineGroup
Diversified Enterprises, LLC21,582$850K0.07%+1,05013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,489$846K0.01%-2,43213F-HRTimelineGroup
Hassell Wealth Management, LLC22,369$846K0.36%+33413F-HRTimeline
AIRE ADVISORS, LLC21,396$842K0.18%+31813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC21,107$831K0.17%-91413F-HRTimeline
Triumph Capital Management21,045$829K0.28%+1,27113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC20,854$821K0.68%new13F-HRTimeline
Three Cord True Wealth Management, LLC20,715$816K0.7%-8813F-HRTimeline
Montz Harcus Wealth Management LLC20,643$813K0.44%+2,66713F-HRTimeline
Trinity Wealth Management, LLC20,569$810K0.37%-4013F-HRTimeline
Advance Capital Management, Inc.20,214$796K0.04%-59213F-HRTimeline
American Investment Services, Inc.20,181$795K0.14%+2513F-HRTimeline
Sunburst Financial Group, LLC20,163$794K0.19%-37513F-HRTimeline
Pallas Capital Advisors LLC19,767$778K0.03%-3,97613F-HRTimeline
Perennial Investment Advisors, LLC19,470$767K0.09%-6,46113F-HRTimeline
Ellevest, Inc.19,400$764K0.05%013F-HRTimeline
Family Investment Center, Inc.19,317$761K0.19%-1,27113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,197$756K0.02%-31513F-HRTimeline
Strategic Financial Concepts, LLC19,155$754K0.14%-3,13013F-HRTimeline
Upper Left Wealth Management, LLC19,067$751K0.54%-3,23213F-HRTimeline
HighMark Wealth Management LLC18,930$745K0.44%-2,06513F-HRTimeline
Wealthspire Retirement, LLC18,913$745K0.06%+47813F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department18,896$744K0.55%+4,57713F-HRTimelineGroup
Klingman & Associates, LLC18,706$736K0.05%013F-HRTimeline
USAdvisors Wealth Management, LLC18,677$735K0.26%-7,87213F-HRTimeline
Glass Jacobson Investment Advisors llc18,861$724K0.24%013F-HRTimeline
Portland Financial Advisors Inc18,345$722K1.85%+2,08513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,245$718K0.05%+1,98313F-HRTimeline
GK Wealth Management LLC18,209$717K0.9%new13F-HR/ATimeline
Qube Research & Technologies Ltd18,204$717K<0.01%+18,08613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,173$715K0.07%-28213F-HR/ATimeline
Argent Trust Co18,087$712K0.03%-58913F-HRTimeline
Hilltop Partners LLC18,078$712K0.24%-1,79613F-HRTimeline
Kera Capital Partners, Inc.17,940$706K0.21%+57313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,830$703K<0.01%+4,33613F-HR/ATimelineGroup
Valley Financial Group, Inc.17,731$698K0.46%+1,21913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,621$694K+2,827Timeline
MB Generational Wealth, LLC17,415$686K0.51%+1,42913F-HRTimeline
Wedmont Private Capital18,181$681K0.03%-1,81813F-HRTimeline
RWA WEALTH PARTNERS, LLC17,125$674K0.01%-43413F-HRTimeline
PRIVATE TRUST CO NA17,041$671K0.07%-1,79413F-HRTimeline
Wallace Advisory Group, LLC17,428$669K0.46%+4,45313F-HRTimeline
Inman Jager Wealth Management, LLC16,976$668K0.5%+9013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,649$655K-5,672Timeline
Gilbert & Cook, Inc.16,568$652K0.09%013F-HRTimeline
Coign Capital Advisors LLC16,546$651K0.5%-1213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC16,507$650K0.14%+64413F-HRTimeline
Hurley Capital, LLC16,454$648K0.49%+67013F-HRTimeline
Financial Network Wealth Advisors LLC16,328$643K0.84%+3,61413F-HRTimeline
Canal Capital Management, LLC16,307$642K0.11%+8,13213F-HRTimeline
Morling Financial Advisors, LLC16,304$642K0.22%-20213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,286$641K0.08%-1313F-HRTimeline
Spectrum Planning & Advisory Services I…16,264$640K0.53%+46513F-HRTimeline
United Asset Strategies, Inc.16,224$639K0.06%-4,39213F-HRTimeline
Independent Wealth Network Inc.16,224$639K0.25%+82813F-HRTimeline
Cooksen Wealth, LLC17,604$637K0.65%+6,66213F-HRTimeline
Virtue Capital Management, LLC16,073$633K0.07%new13F-HRTimeline
GREENWOOD GEARHART LLC16,071$633K0.04%-35,03813F-HRTimeline
Broadview Financial Management, LLC15,978$629K0.47%+31513F-HRTimeline
Strategic Investment Advisors / MI15,978$629K0.07%-3,34013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,717$619K0.01%+2,86113F-HRTimelineGroup
Vantage Financial Partners, LLC15,683$617K0.15%-12,11813F-HRTimeline
Rooted Wealth Advisors, Inc.16,839$617K0.27%-43313F-HRTimeline
Curtis Advisory Group, LLC15,533$612K0.18%-73213F-HRTimeline
Net Worth Advisory Group15,350$604K0.19%-1,65313F-HRTimeline
Yukon Wealth Management, Inc.15,271$601K0.25%13F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC15,209$599K0.34%-1,07613F-HRTimeline
Stonebridge Financial Group, LLC15,192$598K0.06%+4,46913F-HRTimeline
Rehmann Capital Advisory Group15,149$596K0.04%-30313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,100$594K<0.01%-149,00013F-HRTimeline
Richard W. Paul & Associates, LLC15,079$594K0.23%-45513F-HRTimeline
Professional Financial Advisors, LLC15,014$591K0.15%-1,13513F-HRTimeline
Forefront Wealth Partners, LLC14,999$591K0.4%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST14,960$589K0.07%+6,14913F-HRTimeline
COZAD ASSET MANAGEMENT INC14,930$588K0.06%-32513F-HRTimeline
BEACON FINANCIAL GROUP14,854$585K0.06%+2,04013F-HRTimeline
Coppell Advisory Solutions LLC14,832$583K0.08%-18413F-HRTimeline
One Capital Management, LLC14,619$576K0.02%-1,16413F-HRTimeline
Vestmark Advisory Solutions, Inc.14,350$565K0.01%-196,90613F-HRTimeline
Pacifica Partners Inc.14,474$563K0.26%+2,09513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,255$561K0.24%-45013F-HRTimeline
CoreCap Advisors, LLC14,204$559K0.02%+4,11613F-HRTimeline
Formidable Asset Management, LLC14,147$557K0.09%+93913F-HRTimeline
Sound Financial Strategies Group, LLC14,015$552K0.49%+50213F-HRTimeline
CALTON & ASSOCIATES, INC.13,887$547K0.12%+1,18713F-HR/ATimeline
Lunt Capital Management, Inc.13,825$544K0.2%new13F-HRTimeline
Apella Capital, LLC14,699$543K0.02%013F-HRTimeline
Rede Wealth, LLC13,768$542K0.19%+44413F-HRTimeline
Certified Advisory Corp13,623$536K0.06%+22813F-HRTimeline
Foundation Wealth Management, LLC\PA13,420$528K0.25%+11913F-HRTimeline
Gilman Hill Asset Management, LLC13,260$522K0.09%-28513F-HRTimeline
Stanich Group LLC13,198$520K0.38%+32413F-HRTimeline
J.W. COLE ADVISORS, INC.13,170$518K0.02%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp13,032$513K0.03%-5,92613F-HRTimelineGroup
M Holdings Securities, Inc.12,934$509K0.08%-16513F-HRTimeline
Post Resch Tallon Group Inc.12,643$498K0.51%-20013F-HRTimeline
Orcam Financial Group12,565$495K0.46%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,485$492K0.04%013F-HRTimeline
Mullaney, Keating & Wright, Inc.12,416$489K0.33%+53513F-HRTimeline
Kelly Financial Services LLC12,412$489K0.17%-6,79713F-HRTimeline
River Street Advisors LLC12,209$481K0.24%+23813F-HRTimeline
Carnegie Investment Counsel13,643$480K0.01%+49213F-HRTimeline
Convergence Financial, LLC12,156$479K0.09%-1,45513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,027$474K<0.01%+2,48513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,619$473K<0.01%-48313F-HRTimelineGroup
Hill Investment Group Partners, LLC12,002$473K0.06%013F-HRTimeline
TKG Advisors, LLC11,999$472K0.23%+90313F-HRTimeline
Quantum Portfolio Management LLC11,944$470K0.24%new13F-HRTimeline
Keener Financial Planning LLC11,950$470K0.31%+1713F-HRTimeline
Bravias Capital Group, LLC11,921$469K0.38%+2,83713F-HRTimeline
Strategies Wealth Advisors, LLC11,911$469K0.06%-67613F-HRTimeline
OneDigital Investment Advisors LLC11,872$467K0.01%-16,13813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,790$464K0.27%+1,06913F-HRTimeline
Towerpoint Wealth, LLC11,788$464K0.23%-84913F-HRTimeline
Elios Financial Group Inc.11,704$461K0.23%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,676$460K0.11%+1713F-HRTimeline
Redwood Financial Network Corp11,619$457K0.35%-30513F-HRTimeline
Legacy Edge Advisors, LLC11,609$457K0.07%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,591$456K0.01%-13413F-HRTimeline
VICUS CAPITAL11,567$455K0.04%-41413F-HRTimeline
CAPITAL ADVISORS INC/OK11,558$455K0.01%-43513F-HRTimeline
XY Planning Network, Inc.11,532$454K0.3%+8113F-HRTimeline
WARNER FINANCIAL, INC11,544$454K0.2%013F-HRTimeline
MJT & Associates Financial Advisory Gro…11,520$454K0.44%13F-HRTimeline
Tennessee Valley Asset Management Partn…11,375$448K0.07%+99513F-HRTimeline
Life Planning Partners, Inc11,253$443K0.4%013F-HRTimeline
MATAURO, LLC11,119$438K0.09%+1,36613F-HRTimeline
GPS Wealth Strategies Group, LLC11,113$438K0.06%-1,74213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11,081$436K0.03%-66713F-HRTimelineGroup
Resurgent Financial Advisors LLC11,030$434K0.26%-1,18413F-HRTimeline
Watts Gwilliam & Co., LLC11,002$433K0.09%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,976$432K<0.01%-81313F-HRTimelineGroup
BlackDiamond Wealth Management, LLC10,600$428K0.29%new13F-HRTimeline
ACT Advisors, LLC.10,863$428K0.23%+34813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,840$427K<0.01%new13F-HRTimelineGroup
Black Diamond Financial, LLC10,780$424K0.06%+2,71913F-HRTimeline
DRAVO BAY LLC10,647$419K0.22%-5,90513F-HRTimeline
Summit Trail Advisors, LLC10,566$416K0.01%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC10,518$414K0.39%-43613F-HRTimeline
Tradewinds Capital Management, LLC10,468$412K0.11%+10,44813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,421$410K<0.01%new13F-HRTimelineGroup
Private Wealth Group, LLC10,382$409K0.24%+1913F-HRTimeline
MATHER GROUP, LLC.10,064$396K<0.01%-21013F-HRTimeline
Sowell Financial Services LLC9,928$391K0.02%new13F-HRTimeline
Baltimore-Washington Financial Advisors…9,842$387K0.02%-1,28913F-HRTimeline
SYNOVUS FINANCIAL CORP9,822$387K0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,815$386K0.15%-21713F-HRTimeline
K2 Financial Inc.10,089$381K0.37%+1,50713F-HRTimeline
TSA Wealth Managment LLC9,649$380K0.15%013F-HRTimeline
True Vision MN LLC9,625$379K0.23%+4,22113F-HRTimeline
4WEALTH ADVISORS, INC.9,603$378K0.42%+90513F-HRTimeline
Hutchens & Kramer Investment Management…9,556$376K0.21%-29813F-HRTimeline
POTENTIA WEALTH9,500$374K0.18%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,419$371K<0.01%-1,76313F-HRTimelineGroup
Claro Advisors Inc.9,391$370K0.05%-12313F-HRTimeline
Insight Advisors, LLC/ PA9,375$369K0.06%-2713F-HRTimeline
PFG Advisors9,362$369K0.02%-15613F-HRTimeline
Balefire, LLC9,289$366K0.13%+1,81013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,230$365K0.03%-21613F-HRTimeline
Richmond Investment Services, LLC9,255$364K0.2%new13F-HRTimeline
Hobbs Group Advisors, LLC9,234$364K0.14%+2,21113F-HRTimeline
Dynamic Financial Group9,114$359K0.36%-9113F-HRTimeline
Pinnacle Family Advisors, LLC9,112$359K0.2%-10313F-HRTimeline
National Wealth Management Group, LLC9,104$358K0.24%+1,67713F-HRTimeline
SkyOak Wealth, LLC9,087$358K0.08%-27613F-HRTimeline