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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

972 managers (984 13F filers) reported a position in SPEM shares at 2025-12-31, 238,817,708 shares in all. 70 filers opened a position and 35 filers sold out during the quarter.

Managers
972
13F filers
984
New
70
Added
444
Reduced
293
Sold out
35
Shares held by filers
238,817,708

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WESCAP Management Group, Inc.37,001$1.73M0.35%-63013F-HRTimeline
Stonehearth Capital Management, LLC36,922$1.73M0.64%-12513F-HRTimeline
Koshinski Asset Management, Inc.36,910$1.73M0.11%-5,21313F-HRTimeline
Financial Network Wealth Advisors LLC36,790$1.72M1.79%+4,72213F-HRTimeline
NavPoint Financial, Inc.36,618$1.71M0.73%+48413F-HRTimeline
Brookwood Investment Group LLC36,572$1.71M0.21%+4,41713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.36,473$1.71M3.28%+91213F-HRTimeline
MAI Capital Management36,337$1.7M0.01%-34813F-HRTimeline
Trivant Custom Portfolio Group, LLC36,337$1.7M0.98%-12213F-HRTimeline
Runnymede Capital Advisors, Inc.36,337$1.7M0.98%new13F-HRTimeline
NOVEM GROUP36,034$1.69M0.2%+89113F-HRTimeline
Tempus Wealth Planning, LLC35,981$1.68M0.39%+1,03613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,641$1.67M<0.01%+2,94313F-HRTimeline
TRUE Private Wealth Advisors34,998$1.64M0.16%+5,35813F-HRTimeline
Fortitude Family Office, LLC34,864$1.63M0.38%-1,59313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,402$1.61M0.01%+52713F-HRTimeline
Cambridge Financial Group, LLC41,832$1.61M0.56%+2,45513F-HRTimeline
Atria Investments, Inc33,913$1.59M0.02%+4,15813F-HRTimeline
Patriot Financial Group Insurance Agenc…33,838$1.58M0.19%+87913F-HRTimeline
Maridea Wealth Management LLC33,660$1.58M0.24%+1,10813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/33,329$1.56M<0.01%+26,14813F-HRTimelineGroup
GK Wealth Management LLC33,254$1.56M1.14%+7,77813F-HRTimeline
Apella Capital, LLC33,110$1.55M0.03%+14,58713F-HRTimeline
Smartleaf Asset Management LLC32,994$1.55M0.06%+92813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC32,662$1.53M0.02%+20,51513F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC32,543$1.52M0.51%+1,09113F-HRTimeline
Steward Partners Investment Advisory, L…32,255$1.51M0.01%+49813F-HRTimeline
Wealth Advisors of Iowa, LLC31,849$1.49M0.49%+6913F-HRTimeline
Kingsview Wealth Management, LLC31,691$1.48M0.02%-8,49113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC31,640$1.48M0.16%new13F-HRTimeline
McNaughton Wealth Management, LLC31,555$1.48M0.61%+1,54913F-HRTimeline
Composition Wealth, LLC31,422$1.47M0.02%-76013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,343$1.47M0.85%-9813F-HRTimeline
May Hill Capital, LLC31,132$1.46M0.39%-37613F-HR/ATimeline
SCS Capital Management LLC31,086$1.46M0.02%+113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,730$1.44M0.02%+22,23913F-HRTimelineGroup
Gotham Asset Management, LLC30,705$1.44M0.01%013F-HRTimeline
Alpha Advisors, LLC/VA30,644$1.43M1.11%-1,14613F-HRTimeline
SYM FINANCIAL Corp30,245$1.42M0.15%+8,97413F-HRTimeline
IRON Financial LLC30,217$1.41M0.65%-73513F-HRTimeline
Lifeworks Advisors, LLC30,198$1.41M0.18%-9213F-HRTimeline
Outlook Wealth Advisors, LLC30,069$1.41M0.32%-69713F-HRTimeline
WLTH Capital Management, LLC27,636$1.39M1.07%13F-HRTimeline
JFS WEALTH ADVISORS, LLC29,542$1.38M0.08%-61613F-HRTimeline
J.W. COLE ADVISORS, INC.35,620$1.37M0.03%+3,11113F-HRTimeline
Rosenberg Matthew Hamilton28,768$1.35M0.28%-9213F-HRTimeline
Kagan Cocozza Asset Management28,734$1.35M0.96%-1,99513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,392$1.33M0.66%-39413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,251$1.32M0.08%-1,46113F-HRTimelineGroup
THEORY FINANCIAL LLC26,595$1.32M0.44%new13F-HRTimeline
Comprehensive Money Management Services…27,999$1.31M0.9%-42813F-HRTimeline
Bison Wealth, LLC28,649$1.31M0.15%-14,70813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV27,676$1.3M0.34%+1,54813F-HRTimeline
CALTON & ASSOCIATES, INC.27,441$1.28M0.19%+52513F-HRTimeline
Bond & Devick Financial Network, Inc.27,264$1.28M0.36%013F-HRTimeline
Worth Financial Advisory Group, LLC26,845$1.26M0.61%+11213F-HRTimeline
Wedmont Private Capital26,068$1.25M0.04%+5,73913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC26,724$1.25M0.26%+1,20113F-HRTimeline
Frisch Financial Group, Inc.26,681$1.25M0.28%+1613F-HRTimeline
Clear Creek Financial Management, LLC26,456$1.24M0.1%-8,02613F-HRTimeline
Wealthspire Retirement, LLC26,271$1.23M0.07%+1,70813F-HRTimeline
Certified Advisory Corp26,179$1.23M0.11%-12313F-HRTimeline
Forthright Family Wealth Advisory LLC26,125$1.22M0.77%-37413F-HRTimeline
G&S Capital LLC25,842$1.21M0.43%+78913F-HRTimeline
Fullerton Advisors, LLC25,500$1.19M1.19%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC25,497$1.19M0.32%-26,53213F-HRTimeline
Prosperity Consulting Group, LLC25,435$1.19M0.05%-34513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,348$1.19M0.04%+12,23613F-HRTimelineGroup
Collaborative Wealth Managment Inc.24,957$1.17M0.41%-36913F-HRTimeline
ShoreHaven Wealth Partners, LLC24,832$1.16M0.42%+85913F-HRTimeline
United Asset Strategies, Inc.24,591$1.15M0.09%+4,23613F-HRTimeline
Selby Wealth Management, LLC24,585$1.15M0.46%13F-HRTimeline
Spartan Planning & Wealth Management24,561$1.15M0.85%+3,97013F-HRTimeline
Balboa Wealth Partners24,505$1.15M0.19%-39213F-HRTimeline
Hassell Wealth Management, LLC23,296$1.13M0.38%+58713F-HRTimeline
Diversified Enterprises, LLC24,196$1.13M0.07%+1,26313F-HRTimeline
Formidable Asset Management, LLC24,194$1.13M0.16%+7,80213F-HRTimeline
Montz Harcus Wealth Management LLC23,897$1.12M0.45%+99913F-HRTimeline
Rockbridge Investment Management, LCC23,880$1.12M0.1%-25113F-HRTimeline
Range Financial Group LLC23,844$1.12M0.39%+1,48113F-HRTimeline
Upper Left Wealth Management, LLC23,372$1.09M0.67%-13513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP22,975$1.08M0.06%+1,25613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC22,855$1.07M0.14%-6,34513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC22,780$1.07M0.32%-2413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,557$1.06M0.04%013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…22,547$1.06M0.13%013F-HRTimelineGroup
City State Bank22,499$1.05M0.29%+1,18613F-HRTimeline
Hurley Capital, LLC22,465$1.05M0.59%+2,15913F-HRTimeline
Towne Trust Company, N.A22,452$1.05M0.33%+8,17513F-HRTimeline
Apeiron RIA LLC21,263$1.05M0.21%-48313F-HRTimeline
Battery Global Advisors, LLC22,356$1.05M0.48%013F-HRTimeline
Plan A Wealth LLC22,301$1.04M0.51%-6,43713F-HRTimeline
Triumph Capital Management22,293$1.04M0.23%+14613F-HRTimeline
Yukon Wealth Management, Inc.21,186$1.04M0.6%+6,06513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT22,067$1.03M0.32%+1,80413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding22,036$1.03M+258Timeline
RITHOLTZ WEALTH MANAGEMENT21,743$1.02M0.02%+2,36413F-HRTimeline
Valued Wealth Advisors LLC21,650$1.01M0.45%-47413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC21,623$1.01M0.37%-3,14913F-HRTimeline
Vericrest Private Wealth21,550$1.01M0.9%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,400$1M<0.01%new13F-HRTimeline
Legacy Edge Advisors, LLC21,322$998K0.11%013F-HRTimeline
WealthPoint Financial, LLC21,304$997K0.87%13F-HRTimeline
Trinity Wealth Management, LLC21,295$997K0.37%+1,71813F-HRTimeline
Towerpoint Wealth, LLC21,219$993K0.39%-57613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,165$991K<0.01%+3,03813F-HRTimelineGroup
Level Wealth Management LLC20,959$981K0.5%-5,03313F-HRTimeline
Portland Financial Advisors Inc20,880$977K2.08%013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.20,845$976K0.91%13F-HRTimeline
AIRE ADVISORS, LLC20,805$974K0.18%+16213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,633$966K0.01%-27013F-HRTimelineGroup
Sunburst Financial Group, LLC20,446$957K0.19%+52313F-HRTimeline
Orin Green Financial, LLC20,358$953K0.38%-2,22913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,291$950K0.1%+13813F-HRTimeline
Idaho Trust Co20,113$941K0.31%-3,32913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,999$936K+642Timeline
Three Cord True Wealth Management, LLC19,916$932K0.54%-14613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…19,761$925K0.23%-55713F-HRTimelineGroup
American Investment Services, Inc.19,683$921K0.21%-14413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,496$913K<0.01%+1,83513F-HRTimelineGroup
M Holdings Securities, Inc.19,465$911K0.07%new13F-HRTimeline
NWAM LLC18,204$899K0.05%-16,51813F-HRTimeline
Independent Wealth Network Inc.19,146$896K0.27%+1,45213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,078$893K<0.01%+2,97113F-HRTimelineGroup
October Effect Ltd19,052$892K0.98%+1,95413F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…19,044$891K0.18%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp18,897$885K0.05%+1,60713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC18,682$874K0.06%+86913F-HR/ATimeline
MBA Advisors LLC18,648$873K0.35%-23,96013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,519$867K0.03%-8,33513F-HRTimelineGroup
USAdvisors Wealth Management, LLC18,468$864K0.28%+31713F-HRTimeline
Hughes Financial Services, LLC18,407$862K0.14%+4413F-HRTimeline
Redwood Financial Network Corp18,346$859K0.55%+35013F-HRTimeline
Canal Capital Management, LLC18,011$843K0.12%+55813F-HRTimeline
PRIVATE TRUST CO NA17,736$830K0.07%-73413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC17,718$829K0.18%-1,72713F-HRTimeline
Family Investment Center, Inc.17,508$820K0.17%-1,11313F-HRTimeline
Rooted Wealth Advisors, Inc.16,581$814K0.23%-17913F-HRTimeline
RWA WEALTH PARTNERS, LLC17,361$813K0.01%+23613F-HRTimeline
COZAD ASSET MANAGEMENT INC17,360$813K0.06%-1,47413F-HRTimeline
Rede Wealth, LLC17,331$811K0.28%new13F-HRTimeline
BEACON FINANCIAL GROUP17,291$809K0.08%+1,14113F-HRTimeline
One Capital Management, LLC17,262$808K0.02%+3,60713F-HRTimeline
Pacifica Partners Inc.16,847$805K0.36%+1,12013F-HRTimeline
Mullaney, Keating & Wright, Inc.17,120$801K0.42%+1,04913F-HRTimeline
Bravias Capital Group, LLC16,837$788K0.48%+79513F-HRTimeline
Perennial Investment Advisors, LLC16,782$786K0.06%-74413F-HRTimeline
Valley Financial Group, Inc.16,764$785K0.44%-87413F-HRTimeline
Gross & Hartman Investments LLC16,674$780K0.44%13F-HRTimeline
Curtis Advisory Group, LLC16,586$776K0.16%+79913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC16,491$772K0.12%-4,99513F-HRTimeline
Inman Jager Wealth Management, LLC16,491$772K0.47%-30313F-HRTimeline
Vantage Financial Partners, LLC16,402$768K0.16%+75213F-HRTimeline
Coppell Advisory Solutions LLC16,253$761K0.07%-9,62613F-HRTimeline
Broadview Financial Management, LLC16,126$755K0.51%+19213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,036$751K<0.01%+5,63013F-HRTimelineGroup
NewEdge Wealth, LLC16,012$750K0.01%+113F-HRTimeline
Argent Trust Co16,009$749K0.03%-85213F-HRTimeline
MB Generational Wealth, LLC15,863$743K0.39%-25513F-HRTimeline
HighMark Wealth Management LLC15,779$739K0.3%+7913F-HRTimeline
DV Trading LLC15,506$735K0.06%13F-HRTimeline
Breachway Investments LLC15,599$730K0.77%13F-HRTimeline
Jefferson Bridge Capital, LLC15,592$730K0.73%13F-HRTimeline
BlackDiamond Wealth Management, LLC14,498$730K0.36%+3,68013F-HRTimeline
Net Worth Advisory Group15,474$724K0.15%+58013F-HRTimeline
National Wealth Management Group, LLC15,397$721K0.25%+2,11813F-HRTimeline
Morling Financial Advisors, LLC15,378$720K0.23%-47713F-HRTimeline
Capital Developers, LLC15,285$715K0.64%13F-HRTimeline
MGO ONE SEVEN LLC15,273$715K0.01%+7,57513F-HRTimeline
Ausdal Financial Partners, Inc.15,194$711K0.03%+1,76613F-HRTimeline
Gilbert & Cook, Inc.15,103$707K0.09%-25413F-HRTimeline
Professional Financial Advisors, LLC15,029$704K0.14%+12113F-HRTimeline
Rehmann Capital Advisory Group14,966$701K0.04%+22613F-HRTimeline
ATX Financial Planning, LLC14,781$692K0.53%13F-HRTimeline
Coign Capital Advisors LLC14,754$691K0.36%-1,08313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC14,682$687K0.35%-19613F-HRTimeline
Sigma Planning Corp14,669$687K0.02%+2,72413F-HRTimeline
PCB Capital LLC14,648$686K1.1%13F-HRTimeline
Sound Financial Strategies Group, LLC14,536$680K0.48%-12613F-HRTimeline
United Advisor Group, LLC14,425$675K0.09%+3,92613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,404$674K0.25%+82613F-HRTimeline
Black Diamond Financial, LLC14,363$672K0.07%013F-HRTimeline
Autumn Glory Partners, LLC14,255$667K0.23%013F-HRTimeline
Private Wealth Group, LLC14,183$664K0.32%+31113F-HRTimeline
Cresset Asset Management, LLC14,131$661K<0.01%-4613F-HRTimeline
Tennessee Valley Asset Management Partn…14,102$660K0.09%+1,43913F-HRTimeline
CoreCap Advisors, LLC14,089$660K0.02%-79213F-HRTimeline
XY Planning Network, Inc.14,031$657K0.11%+1,12013F-HRTimeline
Orcam Financial Group13,796$646K0.48%+7313F-HRTimeline
Greystone Financial Group, LLC13,691$641K0.1%+23713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,589$636K0.04%+913F-HRTimeline
Sowell Financial Services LLC13,493$632K0.02%+1,18813F-HRTimeline
Spectrum Planning & Advisory Services I…13,379$626K0.32%-35413F-HRTimeline
Carnegie Investment Counsel13,360$625K0.01%+28913F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,187$617K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,102$613K<0.01%+45913F-HRTimelineGroup
Symphony Financial, Ltd. Co.13,064$612K0.08%+3,78213F-HRTimeline
Stanich Group LLC12,785$598K0.45%+17913F-HRTimeline
K2 Financial Inc.12,414$597K0.46%+86813F-HRTimeline
SUMMITRY LLC12,671$593K0.02%new13F-HRTimeline