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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

992 managers (1,006 13F filers) reported a position in SPEM shares at 2026-03-31, 251,979,737 shares in all. 73 filers opened a position and 56 filers sold out during the quarter.

Managers
992
13F filers
1,006
New
73
Added
441
Reduced
309
Sold out
56
Shares held by filers
251,979,737

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,801$1.73M0.01%+2,39913F-HRTimeline
MAI Capital Management36,678$1.72M0.01%+34113F-HRTimeline
NOVEM GROUP36,616$1.72M0.2%+58213F-HRTimeline
NavPoint Financial, Inc.36,594$1.72M0.69%-2413F-HRTimeline
WESCAP Management Group, Inc.36,433$1.71M0.34%-56813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC35,603$1.67M0.03%-2,73513F-HRTimeline
J.W. COLE ADVISORS, INC.35,600$1.67M0.06%-2013F-HRTimeline
Topel & Distasi Wealth Management, LLC35,422$1.66M0.86%-4,56213F-HRTimeline
Steward Partners Investment Advisory, L…35,131$1.65M0.01%+2,87613F-HRTimeline
Fortitude Family Office, LLC34,747$1.63M0.37%-11713F-HRTimeline
Stonehearth Capital Management, LLC34,038$1.6M0.63%-2,88413F-HRTimeline
G&S Capital LLC33,738$1.58M0.56%+7,89613F-HRTimeline
SMITH, MOORE & CO.33,301$1.56M0.11%-8,12613F-HRTimeline
SYM FINANCIAL Corp33,283$1.56M0.16%+3,03813F-HRTimeline
Beacon Bridge Wealth Partners, LLC33,081$1.55M0.52%+53813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC33,060$1.55M0.3%+6,33613F-HRTimeline
McNaughton Wealth Management, LLC32,918$1.54M0.64%+1,36313F-HRTimeline
Larson Financial Group LLC32,761$1.54M0.05%-7,86813F-HRTimeline
Avior Wealth Management, LLC32,650$1.53M0.04%-157,14613F-HRTimeline
Tyche Wealth Partners LLC32,443$1.52M0.23%-19,65213F-HRTimeline
Koshinski Asset Management, Inc.32,425$1.52M0.09%-4,48513F-HRTimeline
Maridea Wealth Management LLC32,418$1.52M0.22%-1,24213F-HRTimeline
SCS Capital Management LLC32,018$1.5M0.02%+93213F-HRTimeline
Towne Trust Company, N.A31,875$1.5M0.48%+9,42313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,274$1.47M0.86%-6913F-HRTimeline
STEVENS CAPITAL PARTNERS31,262$1.47M0.35%+19,88613F-HRTimeline
Alpha Advisors, LLC/VA31,136$1.46M1.15%+49213F-HRTimeline
Sigma Planning Corp31,084$1.46M0.04%+16,41513F-HRTimeline
Hurley Capital, LLC31,014$1.45M0.78%+8,54913F-HRTimeline
Atria Investments, Inc30,900$1.45M0.02%-3,01313F-HRTimeline
Gotham Asset Management, LLC30,705$1.44M<0.01%013F-HRTimeline
May Hill Capital, LLC30,632$1.44M0.36%-50013F-HRTimeline
IRON Financial LLC30,260$1.42M0.62%+4313F-HRTimeline
Outlook Wealth Advisors, LLC30,249$1.42M0.34%+18013F-HRTimeline
Split Rock Private Trading & Wealth Man…30,191$1.42M1.1%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC29,534$1.39M0.02%+12,17313F-HRTimeline
Clear Creek Financial Management, LLC29,421$1.38M0.11%+2,96513F-HRTimeline
JFS WEALTH ADVISORS, LLC29,207$1.37M0.08%-33513F-HRTimeline
Wedmont Private Capital27,722$1.36M0.04%+1,65413F-HRTimeline
Brown Financial Advisory28,757$1.35M0.67%-8,98513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,691$1.35M+6,655Timeline
Independent Wealth Network Inc.28,536$1.34M0.4%+9,39013F-HRTimeline
World Investment Advisors28,524$1.34M0.02%-25,66813F-HRTimeline
Kagan Cocozza Asset Management28,446$1.33M0.94%-28813F-HRTimeline
Rosenberg Matthew Hamilton28,402$1.33M0.27%-36613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,392$1.33M0.65%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management28,326$1.33M0.05%+2,97813F-HRTimelineGroup
Lifeworks Advisors, LLC28,317$1.33M0.17%-1,88113F-HRTimeline
M Holdings Securities, Inc.25,186$1.32M0.09%+5,72113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.27,947$1.31M0.01%new13F-HRTimeline
Comprehensive Money Management Services…27,909$1.31M0.86%-9013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP27,744$1.3M0.07%+4,76913F-HRTimeline
Montz Harcus Wealth Management LLC27,430$1.29M0.52%+3,53313F-HRTimeline
CALTON & ASSOCIATES, INC.27,330$1.28M0.18%-11113F-HRTimeline
Bond & Devick Financial Network, Inc.27,264$1.28M0.36%013F-HRTimeline
NORDEN GROUP LLC27,021$1.27M0.12%-22,15013F-HRTimeline
Wealthspire Retirement, LLC26,989$1.27M0.08%+71813F-HRTimeline
Formidable Asset Management, LLC27,035$1.27M0.2%+2,84113F-HRTimeline
Diversified Enterprises, LLC26,536$1.24M0.07%+2,34013F-HRTimeline
OneDigital Investment Advisors LLC26,391$1.24M0.01%+15,62113F-HRTimeline
Onyx Bridge Wealth Group LLC26,073$1.22M0.13%-14,09413F-HRTimeline
WLTH Capital Management, LLC26,060$1.22M0.96%-1,57613F-HR/ATimeline
Selby Wealth Management, LLC25,965$1.22M0.48%+1,38013F-HRTimeline
ShoreHaven Wealth Partners, LLC25,792$1.21M0.43%+96013F-HRTimeline
Composition Wealth, LLC25,756$1.21M0.02%-5,66613F-HRTimeline
Fullerton Advisors, LLC25,750$1.21M1.25%+25013F-HRTimeline
WealthPoint Financial, LLC25,716$1.21M1.01%+4,41213F-HR/ATimeline
Modera Wealth Management, LLC25,586$1.2M0.01%-21,97913F-HRTimeline
GTS SECURITIES LLC25,427$1.19M0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,379$1.19M0.01%+4,74613F-HRTimelineGroup
Collaborative Wealth Managment Inc.25,013$1.17M0.54%+5613F-HRTimeline
United Asset Strategies, Inc.24,806$1.16M0.09%+21513F-HRTimeline
Sound Financial Strategies Group, LLC24,465$1.15M0.78%+9,92913F-HRTimeline
Sanchez Levi Garrett24,460$1.15M0.72%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp24,364$1.14M0.06%+5,46713F-HRTimelineGroup
Range Financial Group LLC24,330$1.14M0.38%+48613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC24,187$1.13M0.12%+1,33213F-HRTimeline
October Effect Ltd24,065$1.13M1.3%+5,01313F-HRTimeline
Balboa Wealth Partners24,023$1.13M0.19%-48213F-HRTimeline
Integrity Wealth Partners, LLC23,805$1.12M1.01%13F-HRTimeline
Hassell Wealth Management, LLC23,662$1.11M0.37%+36613F-HRTimeline
Certified Advisory Corp23,585$1.11M0.1%-2,59413F-HRTimeline
NWAM LLC22,903$1.07M0.06%+4,69913F-HRTimeline
ARQ WEALTH ADVISORS, LLC22,858$1.07M0.19%-2,63913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,727$1.07M0.04%+17013F-HRTimeline
One Capital Management, LLC22,605$1.06M0.03%+5,34313F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…22,547$1.06M0.13%013F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT22,536$1.06M0.31%+46913F-HRTimeline
City State Bank22,469$1.05M0.27%-3013F-HRTimeline
Rockbridge Investment Management, LCC22,359$1.05M0.09%-1,52113F-HRTimeline
Battery Global Advisors, LLC22,356$1.05M0.56%013F-HRTimeline
Upper Left Wealth Management, LLC22,250$1.04M0.62%-1,12213F-HRTimeline
Generation Capital Management LLC22,147$1.04M0.76%+17,39713F-HRTimeline
Apeiron RIA LLC22,146$1.04M0.24%+88313F-HRTimeline
Portland Financial Advisors Inc22,052$1.03M2.15%+1,17213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,004$1.03M0.12%+1,71313F-HRTimeline
Sanchez Gaunt Capital Management, LLC21,978$1.03M0.64%13F-HRTimeline
Triumph Capital Management21,898$1.03M0.21%-39513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT21,772$1.02M0.02%+2913F-HRTimeline
Legacy Edge Advisors, LLC21,749$1.02M0.11%+42713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,753$1.02M<0.01%+58813F-HRTimelineGroup
Jacobs Equity LLC21,626$1.01M0.91%+11,39013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC21,500$1.01M0.6%+6,81813F-HRTimeline
Trinity Wealth Management, LLC21,496$1.01M0.37%+20113F-HRTimeline
Yukon Wealth Management, Inc.21,372$1M0.6%+18613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC21,196$994K0.07%-17,40113F-HRTimeline
Level Wealth Management LLC21,074$989K0.46%+11513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC21,068$988K0.34%-55513F-HRTimeline
Vericrest Private Wealth21,050$987K0.89%-50013F-HRTimeline
AIRE ADVISORS, LLC20,805$976K0.18%013F-HRTimeline
Valued Wealth Advisors LLC20,780$975K0.4%-87013F-HRTimeline
Towerpoint Wealth, LLC20,675$970K0.39%-54413F-HRTimeline
PRIVATE TRUST CO NA20,652$969K0.09%+2,91613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding20,471$960K+472Timeline
MAIMON WEALTH MANAGEMENT LTD.20,845$948K0.83%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd20,200$948K0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.20,082$942K0.31%+3,23513F-HRTimeline
Three Cord True Wealth Management, LLC19,911$934K0.52%-513F-HRTimeline
American Investment Services, Inc.19,609$920K0.21%-7413F-HRTimeline
Sentinel Advisory Group, LLC19,380$909K0.44%13F-HRTimeline
United Advisor Group, LLC19,370$909K0.11%+4,94513F-HRTimeline
Orin Green Financial, LLC19,263$904K0.37%-1,09513F-HRTimeline
Canal Capital Management, LLC19,157$899K0.12%+1,14613F-HRTimeline
Sunburst Financial Group, LLC19,107$896K0.17%-1,33913F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,073$895K<0.01%-42313F-HRTimelineGroup
Redwood Financial Network Corp18,856$885K0.58%+51013F-HRTimeline
MBA Advisors LLC18,483$867K0.33%-16513F-HRTimeline
Hughes Financial Services, LLC18,375$862K0.13%-3213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,280$858K0.06%-40213F-HRTimeline
Financial Network Wealth Advisors LLC18,164$852K0.87%-18,62613F-HRTimeline
Rooted Wealth Advisors, Inc.16,529$845K0.22%-5213F-HRTimeline
Cresset Asset Management, LLC17,892$839K<0.01%+3,76113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC17,718$831K0.18%013F-HRTimeline
Perennial Investment Advisors, LLC17,674$829K0.07%+89213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…17,620$827K0.22%-2,14113F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.17,523$822K0.45%+40313F-HRTimeline
Idaho Trust Co17,526$822K0.27%-2,58713F-HRTimeline
National Wealth Management Group, LLC17,415$817K0.3%+2,01813F-HRTimeline
Family Investment Center, Inc.17,302$812K0.16%-20613F-HRTimeline
Rede Wealth, LLC17,240$809K0.29%-9113F-HRTimeline
XY Planning Network, Inc.17,180$809K0.13%+3,14913F-HRTimeline
BEACON FINANCIAL GROUP17,236$809K0.08%-5513F-HRTimeline
COZAD ASSET MANAGEMENT INC17,213$807K0.06%-14713F-HRTimeline
Bravias Capital Group, LLC17,159$805K0.53%+32213F-HRTimeline
NewEdge Wealth, LLC17,106$802K0.01%+1,09413F-HRTimeline
USAdvisors Wealth Management, LLC17,645$802K0.27%-82313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC17,085$801K0.08%+11,54913F-HRTimeline
Plan A Wealth LLC17,067$801K0.38%-5,23413F-HRTimeline
Valley Financial Group, Inc.17,008$798K0.43%+24413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,771$787K<0.01%+73513F-HRTimelineGroup
Quantitative Investment Management, LLC16,732$784K0.08%+6,16613F-HRTimeline
Frisch Financial Group, Inc.16,665$782K0.16%-10,01613F-HRTimeline
Curtis Advisory Group, LLC16,662$782K0.17%+7613F-HRTimeline
Inman Jager Wealth Management, LLC16,561$777K0.45%+7013F-HRTimeline
Carnegie Investment Counsel16,542$776K0.02%+3,18213F-HRTimeline
Gross & Hartman Investments LLC16,161$758K0.39%-51313F-HRTimeline
Ausdal Financial Partners, Inc.16,145$757K0.03%+95113F-HRTimeline
Breachway Investments LLC16,073$757K0.73%+47413F-HRTimeline
PCB Capital LLC16,127$756K1.19%+1,47913F-HRTimeline
RAINIER FAMILY WEALTH INC16,003$751K0.5%-36,08213F-HRTimeline
Zhang Financial LLC15,983$750K0.03%+4,11113F-HRTimeline
Broadview Financial Management, LLC15,970$749K0.51%-15613F-HRTimeline
Traction Financial Partners, LLC15,959$749K0.46%+7,98813F-HRTimeline
Net Worth Advisory Group15,891$745K0.15%+41713F-HRTimeline
Jefferson Bridge Capital, LLC15,879$745K0.74%+28713F-HRTimeline
Able Wealth Management LLC15,706$737K0.2%new13F-HRTimeline
Tennessee Valley Asset Management Partn…15,695$736K0.1%+1,59313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC15,692$736K0.23%-7,08813F-HRTimeline
Sound Income Strategies, LLC15,624$735K0.04%+4,43113F-HRTimeline
MB Generational Wealth, LLC15,535$729K0.4%-32813F-HRTimeline
WINNACLE WEALTH LLC15,525$728K0.56%+15,43813F-HRTimeline
Argent Trust Co15,229$714K0.02%-78013F-HRTimeline
TKG Advisors, LLC15,175$712K0.29%+4,04913F-HRTimeline
Gilbert & Cook, Inc.15,103$708K0.09%013F-HRTimeline
Morling Financial Advisors, LLC15,060$706K0.22%-31813F-HRTimeline
Clearview Wealth Management LLC15,026$705K0.5%13F-HRTimeline
HighMark Wealth Management LLC14,992$703K0.29%-78713F-HRTimeline
Capital Developers, LLC14,980$703K0.63%-30513F-HRTimeline
Private Wealth Group, LLC14,938$701K0.33%+75513F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,929$700K0.23%+52513F-HRTimeline
BlackDiamond Wealth Management, LLC14,922$700K0.34%+42413F-HRTimeline
SHELTON CAPITAL MANAGEMENT14,771$693K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group14,680$689K0.04%-28613F-HRTimeline
CoreCap Advisors, LLC14,661$688K0.02%+57213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC14,608$685K0.1%-1,88313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,429$677K0.04%+84013F-HRTimeline
Sowell Financial Services LLC14,417$676K0.03%+92413F-HRTimeline
Coign Capital Advisors LLC14,376$674K0.35%-37813F-HRTimeline
Black Diamond Financial, LLC14,339$673K0.07%-2413F-HRTimeline
Arkadios Wealth Advisors14,332$672K0.01%+6,40913F-HRTimeline
K2 Financial Inc.13,162$672K0.49%+74813F-HRTimeline
Aegis Wealth Management, Inc.14,257$669K0.53%+4,42713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …14,187$666K0.01%+1,93913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC14,082$661K<0.01%-37,44913F-HRTimelineGroup
RCW Management, LLC13,941$654K0.67%+5,05813F-HRTimeline
Alliance Wealth Advisors, LLC /UT13,915$653K0.14%-137,28413F-HRTimeline
Orcam Financial Group13,796$647K0.46%013F-HRTimeline
Spartan Planning & Wealth Management13,778$646K0.48%-10,78313F-HRTimeline
Spectrum Planning & Advisory Services I…13,379$628K0.31%013F-HRTimeline
Kraft, Davis & Associates, LLC12,199$624K0.13%+7,26513F-HRTimeline