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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

865 managers (874 13F filers) reported a position in SPEM shares at 2025-06-30, 215,469,905 shares in all. 88 filers opened a position and 53 filers sold out during the quarter.

Managers
865
13F filers
874
New
88
Added
389
Reduced
281
Sold out
53
Shares held by filers
215,469,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LOCKERMAN FINANCIAL GROUP, INC.29,931$1.28M1.72%-11,62813F-HRTimeline
JFS WEALTH ADVISORS, LLC29,833$1.28M0.08%-20713F-HRTimeline
Vestmark Advisory Solutions, Inc.29,800$1.27M0.02%+15,45013F-HRTimeline
Coppell Advisory Solutions LLC29,809$1.27M0.15%+14,97713F-HR/ATimeline
Rosenberg Matthew Hamilton29,545$1.26M0.29%+1,78713F-HRTimeline
Smartleaf Asset Management LLC29,389$1.25M0.11%+22,33113F-HRTimeline
McNaughton Wealth Management, LLC29,143$1.25M0.56%+1,59713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC29,039$1.24M0.64%013F-HRTimeline
Lifestyle Asset Management, Inc.28,901$1.24M0.58%+50113F-HRTimeline
Comprehensive Money Management Services…28,891$1.23M0.94%-23713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,265$1.21M0.08%+4,87813F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK28,226$1.21M0.01%+3,79813F-HRTimelineGroup
TRUE Private Wealth Advisors27,944$1.19M0.13%+3,43113F-HRTimeline
Janney Montgomery Scott LLC27,667$1.18M<0.01%new13F-HRTimeline
Kraft, Davis & Associates, LLC26,857$1.17M0.32%-51,88213F-HRTimeline
Outlook Wealth Advisors, LLC27,270$1.17M0.3%-12,33513F-HRTimeline
Bond & Devick Financial Network, Inc.27,264$1.17M0.39%013F-HRTimeline
Level Wealth Management LLC27,207$1.16M0.68%new13F-HRTimeline
Atria Investments, Inc27,119$1.16M0.01%-6,85313F-HRTimeline
Worth Financial Advisory Group, LLC27,074$1.16M0.71%-1,13013F-HRTimeline
GK Wealth Management LLC27,035$1.16M1.15%+8,82613F-HRTimeline
Frisch Financial Group, Inc.26,940$1.15M0.28%+28513F-HRTimeline
Certified Advisory Corp26,586$1.14M0.12%+12,96313F-HRTimeline
LANARK FINANCIAL, INC.26,570$1.14M0.09%+24,55213F-HRTimeline
&PARTNERS26,530$1.13M0.01%new13F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department26,512$1.13M0.75%+7,61613F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC26,391$1.13M0.41%-6,39513F-HRTimeline
CALTON & ASSOCIATES, INC.26,201$1.12M0.19%+12,31413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,039$1.11M0.05%+26,00113F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.25,907$1.11M0.01%-237,27313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Secure Asset Management, LLC25,825$1.1M0.2%+18,50713F-HRTimeline
Collaborative Wealth Managment Inc.25,610$1.09M0.48%+3,37513F-HRTimeline
G&S Capital LLC25,397$1.09M0.43%-21313F-HRTimeline
Clear Creek Financial Management, LLC25,217$1.08M0.1%-1,44313F-HRTimeline
Rockbridge Investment Management, LCC25,083$1.07M0.11%+23913F-HRTimeline
Drucker Wealth 3.0, LLC24,752$1.06M0.2%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC24,665$1.05M0.27%+90413F-HRTimeline
Gotham Asset Management, LLC24,481$1.05M0.01%new13F-HRTimeline
Orin Green Financial, LLC24,447$1.04M0.44%-44313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC24,370$1.04M0.1%+17,27513F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC24,260$1.04M0.42%+1,16113F-HRTimeline
Advisory Services Network, LLC23,904$1.03M0.02%+11713F-HRTimeline
Upper Left Wealth Management, LLC23,999$1.03M0.68%+4,93213F-HRTimeline
Wallace Advisory Group, LLC25,609$1.01M0.73%+8,18113F-HRTimeline
Hassell Wealth Management, LLC22,709$1M0.37%+34013F-HRTimeline
Detalus Advisors, LLC23,362$998K0.29%-3,92513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,300$996K<0.01%+8,20013F-HRTimeline
Wealthspire Retirement, LLC23,255$994K0.07%+4,34213F-HRTimeline
Diversified Enterprises, LLC22,933$980K0.07%+1,35113F-HRTimeline
VICUS CAPITAL22,866$977K0.08%+11,29913F-HRTimeline
Range Financial Group LLC22,833$976K0.38%+38313F-HRTimeline
Y-Intercept (Hong Kong) Ltd22,770$973K0.02%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…22,642$968K0.14%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.22,477$961K0.04%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST22,462$960K0.1%+7,50213F-HRTimeline
Valued Wealth Advisors LLC22,422$958K0.5%-21813F-HRTimeline
Battery Global Advisors, LLC22,356$956K0.47%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV22,281$952K0.29%-813F-HRTimeline
Apeiron RIA LLC22,134$946K0.24%-43813F-HRTimeline
Montz Harcus Wealth Management LLC22,115$945K0.46%+1,47213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC21,848$934K0.17%+74113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…21,794$931K0.3%+20513F-HRTimelineGroup
Towerpoint Wealth, LLC21,774$931K0.41%+9,98613F-HRTimeline
Triumph Capital Management21,558$921K0.28%+51313F-HR/ATimeline
City State Bank21,426$916K0.29%-34013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,416$915K0.01%-7313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,236$905K<0.01%+3,40613F-HRTimelineGroup
AIRE ADVISORS, LLC20,643$882K0.17%-75313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC20,522$877K0.4%-9,07913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,395$872K0.06%+2,15013F-HRTimeline
Balboa Wealth Partners20,363$870K0.17%-12,84813F-HRTimeline
Financial Advocates Investment Manageme…20,356$870K0.07%-66,56613F-HRTimeline
Three Cord True Wealth Management, LLC20,274$867K0.65%-44113F-HR/ATimeline
Advance Capital Management, Inc.20,217$864K0.04%+313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,153$861K0.1%+3,86713F-HRTimeline
Sunburst Financial Group, LLC20,127$860K0.19%-3613F-HRTimeline
J.W. COLE ADVISORS, INC.19,997$855K0.02%+6,82713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT19,833$848K0.3%+5,57813F-HRTimeline
PRIVATE TRUST CO NA19,802$846K0.08%+2,76113F-HRTimeline
Prime Capital Investment Advisors, LLC19,612$838K0.01%-31,13413F-HRTimeline
Trinity Wealth Management, LLC19,575$837K0.33%-99413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC19,445$831K0.2%-6,75813F-HRTimeline
Portland Financial Advisors Inc19,405$829K1.99%+1,06013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC19,400$829K0.06%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC19,364$828K0.04%new13F-HRTimelineGroup
American Investment Services, Inc.19,372$828K0.21%-80913F-HRTimeline
Hurley Capital, LLC19,323$826K0.58%+2,86913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,169$819K0.02%-2813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,112$817K+1,491Timeline
USAdvisors Wealth Management, LLC18,885$807K0.3%+20813F-HRTimeline
COZAD ASSET MANAGEMENT INC18,834$805K0.07%+3,90413F-HR/ATimeline
Family Investment Center, Inc.18,821$804K0.18%-49613F-HRTimeline
Hughes Financial Services, LLC18,486$804K0.14%-3,14513F-HRTimeline
HighMark Wealth Management LLC18,620$796K0.39%-31013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,408$787K0.07%+23513F-HR/ATimeline
Perennial Investment Advisors, LLC18,317$783K0.08%-1,15313F-HRTimeline
M Holdings Securities, Inc.18,257$780K0.13%+5,32313F-HRTimeline
Wedmont Private Capital18,179$779K0.03%-213F-HRTimeline
SYM FINANCIAL Corp18,152$776K0.09%new13F-HRTimeline
NWAM LLC18,005$774K0.04%+12,14913F-HR/ATimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP17,979$768K<0.01%new13F-HRTimelineGroup
Spartan Planning & Wealth Management17,859$763K0.65%-59,53013F-HRTimeline
Quantinno Capital Management LP17,467$747K<0.01%new13F-HRTimeline
October Effect Ltd17,440$745K0.9%13F-HRTimeline
Argent Trust Co17,395$743K0.03%-69213F-HRTimeline
Valley Financial Group, Inc.17,388$743K0.45%-34313F-HRTimeline
Canal Capital Management, LLC17,378$743K0.12%+1,07113F-HRTimeline
RWA WEALTH PARTNERS, LLC17,125$732K0.01%013F-HRTimeline
Hilltop Partners LLC17,125$732K0.22%-95313F-HRTimeline
Rooted Wealth Advisors, Inc.16,916$724K0.25%+7713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,893$722K0.01%+24413F-HRTimelineGroup
Rede Wealth, LLC16,804$718K0.26%+3,03613F-HRTimeline
Inman Jager Wealth Management, LLC16,770$717K0.48%-20613F-HRTimeline
NewEdge Wealth, LLC16,194$710K0.01%new13F-HRTimeline
Coign Capital Advisors LLC16,401$701K0.47%-14513F-HRTimeline
Gilbert & Cook, Inc.16,315$697K0.09%-25313F-HRTimeline
Vantage Financial Partners, LLC16,311$697K0.16%+62813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,290$696K<0.01%+5,45013F-HRTimelineGroup
MATAURO, LLC16,283$696K0.13%+5,16413F-HRTimeline
Independent Wealth Network Inc.16,238$694K0.25%+1413F-HRTimeline
Morling Financial Advisors, LLC16,215$693K0.23%-8913F-HRTimeline
BEACON FINANCIAL GROUP16,154$690K0.07%+1,30013F-HRTimeline
Broadview Financial Management, LLC16,097$688K0.47%+11913F-HRTimeline
Hirtle & Co., LLC16,017$685K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,982$683K<0.01%new13F-HRTimelineGroup
Curtis Advisory Group, LLC15,868$678K0.17%+33513F-HRTimeline
United Asset Strategies, Inc.15,607$667K0.06%-61713F-HRTimeline
Net Worth Advisory Group15,483$662K0.15%+13313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,271$653K0.01%-44613F-HRTimelineGroup
Tyche Wealth Partners LLC15,192$649K0.13%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,130$647K<0.01%+3,10313F-HRTimelineGroup
Yukon Wealth Management, Inc.15,121$646K0.23%-15013F-HRTimeline
Professional Financial Advisors, LLC15,070$644K0.15%+5613F-HRTimeline
Rehmann Capital Advisory Group15,056$643K0.04%-9313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC14,869$636K0.36%-34013F-HRTimeline
Apella Capital, LLC14,828$633K0.02%+12913F-HRTimeline
MGO ONE SEVEN LLC14,635$625K0.02%+6,51113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp14,456$618K0.04%+1,42413F-HRTimelineGroup
Pacifica Partners Inc.14,457$616K0.25%-1713F-HRTimeline
Autumn Glory Partners, LLC14,255$609K0.28%new13F-HRTimeline
CoreCap Advisors, LLC14,200$607K0.02%-413F-HRTimeline
Greystone Financial Group, LLC14,140$604K0.1%new13F-HRTimeline
Sound Financial Strategies Group, LLC14,084$602K0.51%+6913F-HRTimeline
One Capital Management, LLC13,911$595K0.02%-70813F-HRTimeline
Redwood Financial Network Corp13,904$594K0.4%+2,28513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC13,759$588K0.11%-2,74813F-HRTimeline
Atria Wealth Solutions, Inc.13,647$583K0.01%-121,97313F-HRTimeline
Carnegie Investment Counsel13,640$583K0.01%-313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,619$582K<0.01%013F-HRTimelineGroup
Spectrum Planning & Advisory Services I…13,487$576K0.37%-2,77713F-HRTimeline
National Wealth Management Group, LLC13,420$574K0.32%+4,31613F-HRTimeline
Bravias Capital Group, LLC13,080$559K0.41%+1,15913F-HRTimeline
Formidable Asset Management, LLC14,147$557K0.09%013F-HRTimeline
GWN SECURITIES INC.12,958$555K0.1%+6,68213F-HRTimeline
XY Planning Network, Inc.12,911$552K0.19%+1,37913F-HRTimeline
Orcam Financial Group12,565$537K0.47%013F-HRTimeline
Post Resch Tallon Group Inc.12,521$535K0.52%-12213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,485$534K0.04%013F-HRTimeline
OneDigital Investment Advisors LLC12,441$532K0.01%+56913F-HRTimeline
Mullaney, Keating & Wright, Inc.12,380$529K0.35%-3613F-HRTimeline
Elios Financial Group Inc.12,263$524K0.24%+55913F-HRTimeline
Stonebridge Financial Group, LLC12,255$524K0.05%-2,93713F-HRTimeline
Gilman Hill Asset Management, LLC12,250$524K0.09%-1,01013F-HRTimeline
Foundation Wealth Management, LLC\PA12,166$520K0.22%-1,25413F-HRTimeline
TKG Advisors, LLC12,073$516K0.23%+7413F-HRTimeline
Strategies Wealth Advisors, LLC12,058$515K0.06%+14713F-HRTimeline
Watts Gwilliam & Co., LLC11,002$514K0.08%013F-HRTimeline
Hill Investment Group Partners, LLC12,002$513K0.07%013F-HRTimeline
Tennessee Valley Asset Management Partn…11,858$507K0.13%+48313F-HRTimeline
River Street Advisors LLC11,801$504K0.22%-40813F-HRTimeline
Zhang Financial LLC11,792$504K0.02%+5,66713F-HRTimeline
Stanich Group LLC11,722$502K0.45%-1,47613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,709$500K0.11%+3313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC11,705$500K0.04%+3,16713F-HRTimeline
Convergence Financial, LLC11,694$500K0.09%-46213F-HRTimeline
Sowell Financial Services LLC11,565$494K0.02%+1,63713F-HRTimeline
WARNER FINANCIAL, INC11,544$493K0.2%013F-HRTimeline
Resurgent Financial Advisors LLC11,526$493K0.27%+49613F-HRTimeline
Life Planning Partners, Inc11,373$486K0.39%+12013F-HRTimeline
Private Wealth Group, LLC11,352$485K0.26%+97013F-HRTimeline
GPS Wealth Strategies Group, LLC11,337$485K0.06%+22413F-HRTimeline
Richard W. Paul & Associates, LLC11,161$477K0.17%-3,91813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC11,106$475K0.39%+58813F-HRTimeline
Scott Marsh Financial, LLC10,992$470K0.17%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,976$469K<0.01%013F-HRTimelineGroup
Keener Financial Planning LLC10,990$469K0.23%-96013F-HRTimeline
ACT Advisors, LLC.10,936$467K0.22%+7313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,911$466K0.03%-17013F-HRTimelineGroup
Sovran Advisors, LLC10,818$464K0.05%+1,73813F-HRTimeline
Modern Wealth Management, LLC10,796$461K0.01%+4,37213F-HR/ATimeline
Cooksen Wealth, LLC10,747$459K0.37%-6,85713F-HRTimeline
BlackDiamond Wealth Management, LLC10,678$458K0.26%+7813F-HRTimeline
K2 Financial Inc.10,586$456K0.4%+49713F-HRTimeline
MJT & Associates Financial Advisory Gro…10,672$456K0.57%-84813F-HR/ATimeline
Summit Trail Advisors, LLC10,566$452K0.01%013F-HRTimeline
Sigma Planning Corp10,511$449K0.01%+2,01213F-HRTimeline
4WEALTH ADVISORS, INC.10,427$446K0.46%+82413F-HRTimeline
MATHER GROUP, LLC.10,419$445K<0.01%+35513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,318$441K0.01%-25,17713F-HRTimelineGroup
DRAVO BAY LLC10,267$439K0.21%-38013F-HRTimeline