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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

879 managers (891 13F filers) reported a position in SPEM shares at 2025-09-30, 229,048,756 shares in all. 65 filers opened a position and 41 filers sold out during the quarter.

Managers
879
13F filers
891
New
65
Added
385
Reduced
296
Sold out
41
Shares held by filers
229,048,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Financial Network Wealth Advisors LLC32,068$1.5M1.64%+1,67713F-HRTimeline
Smartleaf Asset Management LLC32,066$1.5M0.09%+2,67713F-HRTimeline
Alpha Advisors, LLC/VA31,790$1.49M1.12%new13F-HRTimeline
Wealth Advisors of Iowa, LLC31,780$1.49M0.51%-7,83813F-HRTimeline
Steward Partners Investment Advisory, L…31,757$1.49M0.01%+1,57913F-HRTimeline
May Hill Capital, LLC31,508$1.47M0.43%-2,22513F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,452$1.47M0.52%+15513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,441$1.47M0.85%+29113F-HRTimeline
Axos Invest Inc.31,416$1.47M1.1%new13F-HRTimeline
Tyche Wealth Partners LLC31,346$1.47M0.26%+16,15413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC31,090$1.46M0.1%new13F-HRTimeline
SCS Capital Management LLC31,085$1.46M0.02%-113F-HRTimeline
IRON Financial LLC30,952$1.45M0.69%+83513F-HRTimeline
Outlook Wealth Advisors, LLC30,766$1.44M0.36%+3,49613F-HRTimeline
Kagan Cocozza Asset Management30,729$1.44M1.09%-2,44713F-HRTimeline
Gotham Asset Management, LLC30,705$1.44M0.01%+6,22413F-HRTimeline
Mach-1 Financial Group, LLC30,374$1.42M0.23%new13F-HRTimeline
Integrity Advisory Solutions, LLC30,374$1.42M0.23%13F-HRTimeline
Lifeworks Advisors, LLC30,290$1.42M0.19%-50013F-HRTimeline
JFS WEALTH ADVISORS, LLC30,158$1.41M0.08%+32513F-HRTimeline
McNaughton Wealth Management, LLC30,006$1.4M0.59%+86313F-HRTimeline
Atria Investments, Inc29,755$1.39M0.02%+2,63613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.29,712$1.39M0.07%+1,44713F-HRTimelineGroup
TRUE Private Wealth Advisors29,640$1.39M0.14%+1,69613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,760$1.38M<0.01%+8,52413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC29,217$1.37M0.02%+9,60513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC29,200$1.37M0.08%-86213F-HRTimeline
Rosenberg Matthew Hamilton28,860$1.35M0.29%-68513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,786$1.35M0.67%-25313F-HRTimeline
Plan A Wealth LLC28,738$1.35M0.68%-30,74413F-HRTimeline
Comprehensive Money Management Services…28,427$1.33M0.94%-46413F-HRTimeline
Bond & Devick Financial Network, Inc.27,264$1.28M0.38%013F-HRTimeline
Janney Montgomery Scott LLC27,114$1.27M<0.01%-55313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK26,943$1.26M0.01%-1,28313F-HRTimelineGroup
CALTON & ASSOCIATES, INC.26,916$1.26M0.19%+71513F-HRTimeline
&PARTNERS26,909$1.26M0.01%+37913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,854$1.26M0.05%+81513F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO39,868$1.25M0.13%new13F-HRTimeline
Worth Financial Advisory Group, LLC26,733$1.25M0.7%-34113F-HRTimeline
Frisch Financial Group, Inc.26,665$1.25M0.29%-27513F-HRTimeline
Forthright Family Wealth Advisory LLC26,499$1.24M0.76%-37,19513F-HRTimeline
Certified Advisory Corp26,302$1.23M0.12%-28413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV26,128$1.22M0.34%+3,84713F-HR/ATimeline
Level Wealth Management LLC25,992$1.22M0.64%-1,21513F-HRTimeline
Prosperity Consulting Group, LLC25,780$1.21M0.06%-8,04513F-HRTimeline
Coppell Advisory Solutions LLC25,879$1.21M0.13%-3,93013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC25,523$1.19M0.31%+85813F-HRTimeline
GK Wealth Management LLC25,476$1.19M0.89%-1,55913F-HRTimeline
Collaborative Wealth Managment Inc.25,326$1.19M0.48%-28413F-HRTimeline
G&S Capital LLC25,053$1.17M0.43%-34413F-HRTimeline
Balboa Wealth Partners24,897$1.17M0.2%+4,53413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC24,772$1.16M0.47%+4,25013F-HRTimeline
Wealthspire Retirement, LLC24,563$1.15M0.07%+1,30813F-HR/ATimeline
Rockbridge Investment Management, LCC24,131$1.13M0.11%-95213F-HRTimeline
ShoreHaven Wealth Partners, LLC23,973$1.12M0.42%-28713F-HRTimeline
Upper Left Wealth Management, LLC23,507$1.1M0.69%-49213F-HRTimeline
Idaho Trust Co23,442$1.1M0.37%-16,34713F-HRTimeline
Diversified Enterprises, LLC22,933$1.07M0.07%013F-HRTimeline
Advisory Services Network, LLC22,905$1.07M0.02%-99913F-HRTimeline
Montz Harcus Wealth Management LLC22,898$1.07M0.47%+78313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC22,804$1.07M0.34%-3,58713F-HRTimeline
Hassell Wealth Management, LLC22,709$1.06M0.37%013F-HRTimeline
Orin Green Financial, LLC22,587$1.06M0.42%-1,86013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,557$1.06M0.04%+8013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…22,547$1.06M0.14%-9513F-HRTimelineGroup
Range Financial Group LLC22,363$1.05M0.38%-47013F-HRTimeline
Battery Global Advisors, LLC22,356$1.05M0.49%013F-HRTimeline
Triumph Capital Management22,147$1.04M0.28%+58913F-HR/ATimeline
Valued Wealth Advisors LLC22,124$1.04M0.48%-29813F-HRTimeline
Towerpoint Wealth, LLC21,795$1.02M0.42%+2113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22,772$1.02M0.04%+17,07213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding21,778$1.02M+4,885Timeline
MONEY CONCEPTS CAPITAL CORP21,719$1.02M0.06%+1,32413F-HRTimeline
Apeiron RIA LLC21,746$1.02M0.23%-38813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC21,486$1.01M0.17%-36213F-HRTimeline
Legacy Edge Advisors, LLC21,322$998K0.12%+11,21013F-HRTimeline
City State Bank21,313$998K0.29%-11313F-HRTimeline
SYM FINANCIAL Corp21,271$996K0.11%+3,11913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,903$979K0.01%-51313F-HRTimelineGroup
Portland Financial Advisors Inc20,880$977K2.08%+1,47513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,758$972K0.08%-3,61213F-HRTimelineGroup
AIRE ADVISORS, LLC20,643$966K0.18%013F-HRTimeline
Spartan Planning & Wealth Management20,591$964K0.75%+2,73213F-HRTimeline
Wedmont Private Capital20,329$960K0.04%+2,15013F-HRTimeline
United Asset Strategies, Inc.20,355$953K0.08%+4,74813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…20,318$951K0.24%-1,47613F-HRTimelineGroup
Hurley Capital, LLC20,306$951K0.54%+98313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT20,263$949K0.3%+43013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,153$943K0.11%013F-HRTimeline
Three Cord True Wealth Management, LLC20,062$939K0.64%-21213F-HRTimeline
Sunburst Financial Group, LLC19,923$933K0.2%-20413F-HRTimeline
American Investment Services, Inc.19,827$928K0.22%+45513F-HRTimeline
Trinity Wealth Management, LLC19,577$916K0.34%+213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC19,445$910K0.21%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,379$907K0.02%+21013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,357$906K+245Timeline
Banco Santander, S.A.in group Banco Santander, S.A.19,315$904K0.01%-6,59213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC18,834$882K0.07%013F-HRTimeline
Hughes Financial Services, LLC18,363$878K0.14%-12313F-HRTimeline
Apella Capital, LLC18,523$873K0.02%+3,69513F-HRTimeline
Family Investment Center, Inc.18,621$872K0.18%-20013F-HRTimeline
PRIVATE TRUST CO NA18,470$865K0.08%-1,33213F-HRTimeline
USAdvisors Wealth Management, LLC18,151$849K0.29%-73413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,127$849K<0.01%+1,83713F-HRTimelineGroup
Redwood Financial Network Corp17,996$842K0.53%+4,09213F-HRTimeline
MATAURO, LLC17,889$837K0.13%+1,60613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,813$834K0.06%-59513F-HR/ATimeline
Independent Wealth Network Inc.17,694$828K0.27%+1,45613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,661$827K<0.01%+8,48513F-HRTimelineGroup
Valley Financial Group, Inc.17,638$826K0.47%+25013F-HRTimeline
Perennial Investment Advisors, LLC17,526$820K0.07%-79113F-HRTimeline
Canal Capital Management, LLC17,453$817K0.12%+7513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp17,290$809K0.05%+2,83413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC17,125$802K0.01%013F-HRTimeline
October Effect Ltd17,098$800K0.88%-34213F-HRTimeline
Rooted Wealth Advisors, Inc.16,760$794K0.24%-15613F-HRTimeline
Argent Trust Co16,861$789K0.03%-53413F-HRTimeline
Inman Jager Wealth Management, LLC16,794$786K0.5%+2413F-HRTimeline
NewEdge Wealth, LLC16,011$760K0.01%-18313F-HRTimeline
BEACON FINANCIAL GROUP16,150$756K0.07%-413F-HRTimeline
MB Generational Wealth, LLC16,118$754K0.48%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,107$754K<0.01%+97713F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.16,071$752K0.42%+3,69113F-HRTimeline
Bravias Capital Group, LLC16,042$751K0.5%+2,96213F-HRTimeline
Broadview Financial Management, LLC15,934$746K0.5%-16313F-HRTimeline
Morling Financial Advisors, LLC15,855$742K0.25%-36013F-HRTimeline
Coign Capital Advisors LLC15,837$741K0.41%-56413F-HRTimeline
Pacifica Partners Inc.15,727$741K0.26%+1,27013F-HRTimeline
Curtis Advisory Group, LLC15,787$739K0.17%-8113F-HRTimeline
HighMark Wealth Management LLC15,700$735K0.32%-2,92013F-HRTimeline
Vantage Financial Partners, LLC15,650$733K0.15%-66113F-HRTimeline
Gilbert & Cook, Inc.15,357$719K0.09%-95813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC15,335$718K0.01%-16,16713F-HRTimeline
Ocean Park Asset Management, LLC15,258$714K0.03%new13F-HRTimeline
Yukon Wealth Management, Inc.15,121$708K0.23%013F-HRTimeline
Formidable Asset Management, LLC16,392$701K0.11%+2,24513F-HRTimeline
Professional Financial Advisors, LLC14,908$698K0.15%-16213F-HRTimeline
Net Worth Advisory Group14,894$697K0.2%-58913F-HRTimeline
CoreCap Advisors, LLC14,881$697K0.03%+68113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC14,878$696K0.36%+913F-HRTimeline
Rehmann Capital Advisory Group14,740$690K0.04%-31613F-HRTimeline
Sound Financial Strategies Group, LLC14,662$686K0.5%+57813F-HRTimeline
Black Diamond Financial, LLC14,363$672K0.08%new13F-HRTimeline
Towne Trust Company, N.A14,277$668K0.22%+9,33513F-HRTimeline
Autumn Glory Partners, LLC14,255$667K0.27%013F-HRTimeline
Cresset Asset Management, LLC14,177$664K<0.01%+7,00113F-HR/ATimeline
Private Wealth Group, LLC13,872$649K0.32%+2,52013F-HRTimeline
Advance Capital Management, Inc.13,809$646K0.03%-6,40813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC13,759$644K0.11%013F-HRTimeline
Spectrum Planning & Advisory Services I…13,733$643K0.36%+24613F-HRTimeline
Orcam Financial Group13,723$642K0.52%+1,15813F-HRTimeline
One Capital Management, LLC13,655$639K0.02%-25613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,580$636K0.04%+1,87513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC13,578$636K0.27%+4,67713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,475$631K<0.01%-2,50713F-HRTimelineGroup
Greystone Financial Group, LLC13,454$630K0.1%-68613F-HRTimeline
Ausdal Financial Partners, Inc.13,428$629K0.03%new13F-HRTimeline
National Wealth Management Group, LLC13,279$622K0.23%-14113F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,187$617K0.01%-9,58313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,112$614K0.02%+7,94013F-HRTimelineGroup
Carnegie Investment Counsel13,071$612K0.01%-56913F-HRTimeline
Hilltop Partners LLC13,060$611K0.18%-4,06513F-HRTimeline
Zhang Financial LLC12,841$601K0.02%+1,04913F-HRTimeline
Tennessee Valley Asset Management Partn…12,663$593K0.08%+80513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,643$592K<0.01%-97613F-HRTimelineGroup
Stanich Group LLC12,606$590K0.36%+88413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,485$584K0.04%013F-HRTimeline
Post Resch Tallon Group Inc.12,431$582K0.51%-9013F-HRTimeline
Sowell Financial Services LLC12,305$576K0.02%+74013F-HRTimeline
Stonebridge Financial Group, LLC12,262$574K0.05%+713F-HRTimeline
Gilman Hill Asset Management, LLC12,250$573K0.09%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,202$571K0.03%-7,16213F-HRTimelineGroup
My Personal CFO, LLC12,166$569K0.22%new13F-HRTimeline
Foundation Wealth Management, LLC\PA12,166$569K0.22%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,147$569K0.01%+1,82913F-HRTimelineGroup
Strategies Wealth Advisors, LLC12,058$564K0.06%013F-HRTimeline
Hill Investment Group Partners, LLC12,002$562K0.07%013F-HRTimeline
Sigma Planning Corp11,945$559K0.02%+1,43413F-HRTimeline
River Street Advisors LLC11,913$558K0.22%+11213F-HRTimeline
XY Planning Network, Inc.12,911$552K0.19%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,676$547K0.11%-3313F-HRTimeline
Resurgent Financial Advisors LLC11,606$543K0.27%+8013F-HRTimeline
WARNER FINANCIAL, INC11,544$540K0.2%013F-HRTimeline
K2 Financial Inc.11,546$540K0.43%+96013F-HRTimeline
Convergence Financial, LLC11,517$539K0.08%-17713F-HRTimeline
Life Planning Partners, Inc11,466$537K0.39%+9313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC11,422$535K0.4%+31613F-HRTimeline
TKG Advisors, LLC11,340$531K0.23%-73313F-HRTimeline
GPS Wealth Strategies Group, LLC11,207$525K0.06%-13013F-HRTimeline
Watts Gwilliam & Co., LLC11,002$515K0.08%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,976$514K<0.01%013F-HRTimelineGroup
Virtue Capital Management, LLC734$512K0.08%new13F-HR/ATimeline
Keener Financial Planning LLC10,955$512K0.24%-3513F-HRTimeline
Destination Wealth Management10,911$511K0.01%+92613F-HRTimeline
Modern Wealth Management, LLC10,907$511K0.01%+11113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,780$510K0.03%-13113F-HRTimelineGroup
BlackDiamond Wealth Management, LLC10,818$506K0.28%+14013F-HRTimeline
Summit Trail Advisors, LLC10,566$495K0.01%013F-HRTimeline
STEVENS CAPITAL PARTNERS10,538$493K0.15%+1,23713F-HRTimeline
Cooksen Wealth, LLC10,527$493K0.37%-22013F-HRTimeline