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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

1,018 managers (1,033 13F filers) reported a position in SPEM shares at 2026-06-30, 238,833,603 shares in all. 79 filers opened a position and 45 filers sold out during the quarter.

Managers
1,018
13F filers
1,033
New
79
Added
451
Reduced
347
Sold out
45
Shares held by filers
238,833,603

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Clearview Wealth Management LLC13,840$717K0.46%-1,18613F-HRTimeline
Breachway Investments LLC13,803$715K1.08%-2,27013F-HRTimeline
WORLD EQUITY GROUP, INC.13,785$714K0.16%new13F-HRTimeline
Spectrum Planning & Advisory Services I…13,761$713K0.32%+38213F-HRTimeline
Bensler, LLC13,671$708K0.06%+9,36413F-HRTimeline
Vericrest Private Wealth13,426$695K0.62%-7,62413F-HRTimeline
HighMark Wealth Management LLC13,425$695K0.23%-1,56713F-HRTimeline
Powers Advisory Group, LLC13,374$693K0.22%+3,43913F-HRTimeline
Westfuller Advisors, LLC13,208$684K0.25%+49013F-HRTimeline
K2 Financial Inc.12,982$675K0.48%-18013F-HRTimeline
Symphony Financial, Ltd. Co.13,106$674K0.07%-13313F-HRTimeline
Stanich Group LLC12,987$672K0.42%+1,03713F-HRTimeline
Dynamic Financial Group12,752$660K0.5%+25113F-HRTimeline
BlackDiamond Wealth Management, LLC12,626$660K0.27%-2,29613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC12,696$657K0.19%-2,99613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC12,645$655K0.41%+25213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,485$646K0.04%013F-HRTimeline
Hilltop Partners LLC12,338$639K0.15%+42313F-HRTimeline
Gilman Hill Asset Management, LLC12,250$634K0.09%013F-HRTimeline
Kraft, Davis & Associates, LLC12,406$634K0.13%+20713F-HRTimeline
TOWNSQUARE CAPITAL LLC12,184$631K0.12%new13F-HRTimeline
Schwallier Wealth Management LLC12,141$629K0.4%-67,47713F-HRTimeline
Post Resch Tallon Group Inc.12,136$628K0.43%+213F-HRTimeline
Vantus Wealth LLC12,066$625K0.33%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,060$624K0.03%-6113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC12,010$622K0.18%+4,81013F-HRTimeline
Wallace Advisory Group, LLC11,960$619K0.58%+1,05513F-HRTimeline
Foundation Wealth Management, LLC\PA11,835$613K0.18%+1113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.11,788$610K0.55%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC11,623$602K0.21%+1,44613F-HRTimeline
WARNER FINANCIAL, INC11,544$598K0.18%013F-HRTimeline
DRAVO BAY LLC11,497$595K0.21%-39513F-HRTimeline
Gross & Hartman Investments LLC11,493$595K0.26%-4,66813F-HRTimeline
Life Planning Partners, Inc11,466$594K0.44%013F-HRTimeline
Hill Investment Group Partners, LLC11,420$591K0.06%-33413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,342$587K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.11,316$586K0.01%-62713F-HRTimeline
Strategies Wealth Advisors, LLC11,255$583K0.05%+1,11513F-HRTimeline
Gambit Capital Management, LLC11,240$582K0.34%+35013F-HRTimeline
Connecticut Wealth Management, LLC11,224$581K0.02%+5,39413F-HRTimeline
Owen LaRue, LLC11,194$580K0.2%+1,00113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,931$566K0.04%+9013F-HRTimelineGroup
Summit Trail Advisors, LLC10,917$565K0.01%+9713F-HRTimeline
Advisory Resource Group10,790$559K0.08%-40,27313F-HRTimeline
MGO ONE SEVEN LLC10,559$547K0.01%+1,47413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC11,639$546K0.09%013F-HRTimeline
WealthPlan Investment Management, LLC10,401$539K0.03%+32513F-HRTimeline
FSA Advisors, Inc.10,399$538K0.25%+2,29413F-HR/ATimeline
4WEALTH ADVISORS, INC.10,455$537K0.41%-6213F-HRTimeline
Resurgent Financial Advisors LLC10,268$532K0.15%-48213F-HRTimeline
TFB Advisors LLC10,186$527K0.23%+76513F-HRTimeline
Destination Wealth Management10,183$527K0.01%-10813F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC10,165$526K0.36%+26713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.10,068$521K0.31%+61113F-HRTimeline
Cooksen Wealth, LLC10,042$520K0.33%-8613F-HRTimeline
Van Diest Capital, LLC9,987$517K0.46%+4,91013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,900$513K0.02%013F-HRTimelineGroup
Urban Financial Advisory Corp9,847$510K0.14%-11513F-HRTimeline
Alliance Wealth Advisors, LLC /UT9,736$504K0.1%-4,17913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,724$504K0.03%+39113F-HRTimeline
Landmark Wealth Management, LLC9,678$501K0.12%+2113F-HRTimeline
Csenge Advisory Group9,660$500K0.02%+15113F-HRTimeline
TSA Wealth Managment LLC9,648$500K0.14%013F-HRTimeline
Claro Advisors Inc.9,631$499K0.05%-10113F-HRTimeline
Baltimore-Washington Financial Advisors…9,562$495K0.02%-44313F-HRTimeline
SkyOak Wealth, LLC9,552$495K0.08%+1313F-HRTimeline
PKS Advisory Services, LLC9,537$494K0.08%new13F-HRTimeline
Trek Financial, LLC9,483$491K0.02%+2,05413F-HRTimeline
ACT Advisors, LLC.9,476$491K0.16%-17713F-HRTimeline
Wescott Financial Advisory Group, LLC9,466$490K0.04%+28813F-HRTimeline
First Heartland Consultants, Inc.9,417$488K0.03%+29313F-HRTimeline
Spinnaker Investment Group, LLC9,294$481K0.08%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,233$478K<0.01%+28913F-HRTimelineGroup
Chicago Partners Investment Group LLC9,412$475K0.01%+2,65313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,146$474K0.08%-24913F-HRTimeline
Pinnacle Family Advisors, LLC9,144$473K0.2%+41913F-HRTimeline
Forbes Financial Planning, Inc.9,126$473K0.25%-613F-HRTimeline
Richard W. Paul & Associates, LLC9,085$470K0.14%+48913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,059$469K<0.01%-2,77213F-HRTimelineGroup
Greystone Financial Group, LLC9,059$469K0.13%-17913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,058$469K<0.01%-44913F-HRTimelineGroup
Hopwood Nicholas Hunter9,042$468K0.13%-2813F-HRTimeline
Kelly Financial Services LLC9,040$468K0.1%+60813F-HRTimeline
Carroll Advisory Group, LLC8,994$466K0.15%-1013F-HRTimeline
Keener Financial Planning LLC8,832$457K0.16%-93113F-HRTimeline
Insight Advisors, LLC/ PA8,807$456K0.08%+11713F-HRTimeline
Strategic Investment Advisors / MI8,781$455K0.03%-2,13013F-HRTimeline
FreeGulliver LLC8,732$452K0.16%-413F-HRTimeline
Kesler, Norman & Wride, LLC8,676$449K0.07%+75513F-HRTimeline
Manhattan West Asset Management, LLC8,668$449K0.07%013F-HRTimeline
Formidable Asset Management, LLC9,523$447K0.07%-17,51213F-HRTimeline
Bahl & Gaynor LLC8,512$441K<0.01%-1,42313F-HRTimeline
FSM Wealth Advisors, LLC8,504$440K0.05%+1413F-HRTimeline
Redmond Asset Management, LLC8,498$440K0.11%+22513F-HRTimeline
RCS Financial Planning, LLC8,497$440K0.21%013F-HRTimeline
Clarity Capital Advisors, LLC8,459$438K0.18%+8613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,455$438K0.01%+8013F-HRTimeline
PFG Advisors8,408$435K0.02%+14713F-HRTimeline
Carrera Capital Advisors8,345$432K0.06%new13F-HRTimeline
Buck Wealth Strategies, LLC8,342$432K0.05%new13F-HRTimeline
Curi Capital, LLC8,321$431K0.01%+213F-HRTimeline
Cyndeo Wealth Partners, LLC8,195$424K0.02%013F-HRTimeline
CALTON & ASSOCIATES, INC.8,182$424K0.06%-19,14813F-HRTimeline
Wealthfront Advisers LLC8,158$422K<0.01%+3,01713F-HRTimeline
Weitzel Financial Services, Inc.8,186$418K0.14%013F-HRTimeline
E6 Portfolios, LLC8,014$415K0.33%+46413F-HRTimeline
Firestone Capital Management8,003$414K0.08%013F-HRTimeline
E&G Advisors, LLC8,004$414K0.08%+6613F-HRTimeline
Koss-Olinger Consulting, LLC8,000$414K0.03%-741,74213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,979$413K0.01%-3,51713F-HRTimelineGroup
Sterling Wealth Management, Inc.7,904$409K0.1%-113F-HRTimeline
Lantz Financial LLC7,891$409K0.07%013F-HRTimeline
BRIGHTON JONES LLC7,874$408K0.01%+22413F-HRTimeline
Legacy Wealth Advisors, LLC7,840$406K0.18%013F-HRTimeline
Advocacy Wealth Management, LLC7,682$398K0.01%-1,025,92113F-HRTimeline
NorthCrest Asset Manangement, LLC7,695$398K0.01%new13F-HRTimeline
BCI SECURITIES, INC.7,625$395K3.4%+35413F-HRTimeline
Fortitude Financial, LLC7,614$394K0.35%-3,03513F-HRTimeline
Vertex Planning Partners, LLC7,571$392K0.06%-18213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,568$392K0.08%-22513F-HRTimeline
Destiny Capital Corp/CO7,445$386K0.18%013F-HRTimeline
Clear Retirement Advice LLC7,412$384K0.26%-4513F-HRTimeline
Mutual Advisors, LLC7,329$379K0.01%+2,86713F-HRTimeline
R2 Capital Strategies, LLC7,275$377K0.17%13F-HRTimeline
Hutchens & Kramer Investment Management…7,269$376K0.1%-7413F-HRTimeline
Gerald Baker Financial Group LLC7,203$373K0.11%+7313F-HRTimeline
BURNEY CO/7,203$373K0.01%+2,67213F-HRTimeline
Professional Financial Advisors, LLC7,145$370K0.06%+16113F-HRTimeline
HUB Investment Partners, LLC7,118$369K0.01%-2,22513F-HRTimeline
Accurate Wealth Management, LLC7,106$368K0.04%+58113F-HRTimeline
Balentine LLC7,111$368K0.01%+2,09813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,100$362K0.01%013F-HRTimeline
Castleview Partners, LLC6,971$361K0.16%+16213F-HRTimeline
Wilkerson Advisory Group LLC6,949$360K0.11%-24713F-HRTimeline
CABOT WEALTH MANAGEMENT INC6,938$359K0.04%013F-HRTimeline
Focus Financial Network, Inc.6,869$356K0.01%-7413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,791$352K0.01%new13F-HRTimeline
Davis Wealth Advisors, LLC6,754$350K0.27%-1,40613F-HRTimeline
SIMA Wealth Partners, LLC6,752$350K0.25%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,711$347K0.03%013F-HRTimeline
Financial Guidance Group, Inc.6,688$346K0.13%013F-HRTimeline
Virtue Capital Management, LLC6,672$345K0.05%-1,36713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,628$343K0.04%+13513F-HRTimeline
Barnes Wealth Management Group, Inc6,624$343K0.16%-9813F-HRTimeline
Fortis Capital Advisors, LLC6,600$342K0.04%-14213F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC6,577$341K0.32%13F-HRTimeline
KPP Advisory Services LLC6,560$340K0.04%+12213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC6,554$339K0.09%-1,18113F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV6,548$339K0.29%+1,40913F-HRTimeline
Financial Plan, Inc.6,537$338K0.03%-18213F-HRTimeline
Narus Financial Partners, LLC6,519$338K0.09%+22913F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,471$332K0.03%new13F-HRTimelineGroup
High Net Worth Advisory Group LLC6,395$331K0.07%+6413F-HRTimeline
Sovran Advisors, LLC6,567$329K0.02%-87613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6,320$327K0.23%013F-HRTimeline
Triad Wealth Partners, LLC6,336$324K0.02%+74313F-HRTimeline
WHITTIER TRUST CO6,220$323K<0.01%013F-HRTimeline
Trust Co6,238$323K0.03%+51513F-HRTimeline
Donalies Financial Planning, LLC6,221$322K0.24%-35013F-HRTimeline
Graetz Wealth LLC6,204$321K0.26%-12613F-HRTimeline
Astoria Strategic Wealth, Inc.6,177$320K0.07%013F-HRTimeline
Thrive Wealth Management, LLC6,119$317K0.04%+113F-HRTimeline
KM Capital Management Ltd.6,110$316K0.15%-95613F-HRTimeline
Aspect Partners, LLC6,074$315K0.12%013F-HRTimeline
GWN SECURITIES INC.6,071$314K0.05%-56313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,068$314K0.04%013F-HRTimeline
Barnes Dennig Private Wealth Management…6,048$313K0.25%+2,33013F-HRTimeline
APS Management Group, Inc.6,036$313K0.24%-35413F-HRTimeline
Rossby Financial, LCC5,980$310K0.06%-2,32213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,968$309K0.1%+7313F-HRTimelineGroup
Wealth Advisors Northwest LLC5,945$308K0.1%-94313F-HRTimeline
Eddie Patel Inc5,876$304K0.18%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,825$302K0.12%-25213F-HRTimeline
Meridian Wealth Management, LLC5,821$301K0.01%+1,42813F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,757$298K<0.01%-1,39913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC5,737$297K0.11%+48013F-HRTimeline
IFG Advisors, LLC5,701$295K0.04%+55913F-HRTimeline
J2 Capital Management Inc5,685$294K0.2%-5813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,657$293K0.01%013F-HRTimelineGroup
Cogent Private Wealth, Inc.5,511$285K0.18%013F-HRTimeline
Fragasso Financial Advisors Inc5,492$284K0.02%-5413F-HRTimeline
Bluespring Wealth Management, LLC5,431$281K0.01%new13F-HRTimeline
Venture Visionary Partners LLC5,390$279K0.01%-12313F-HRTimeline
True North Advisors, LLC5,388$279K0.03%+11313F-HRTimeline
Lutz Financial Services LLC5,371$278K0.02%+54313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,309$275K0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding5,301$274K-6,064Timeline
D.A. DAVIDSON & CO.5,272$273K<0.01%+9713F-HRTimeline
DV Trading LLC5,200$269K0.02%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,195$269K0.04%013F-HRTimeline
Western Reserve Capital Management, LLC5,149$267K0.2%+12813F-HRTimeline
SAX WEALTH ADVISORS, LLC5,661$266K0.01%-57813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,122$265K<0.01%+1,05013F-HRTimelineGroup
Abound Wealth Management5,060$262K0.05%+11913F-HRTimeline
Tilson Financial Group, Inc.5,032$261K0.07%+5213F-HRTimeline
FC Advisory LLC5,021$260K0.07%-38913F-HRTimeline
Golden State Wealth Management, LLC5,015$260K0.02%-4,29813F-HRTimeline
JGP Wealth Management, LLC4,992$258K0.02%013F-HRTimeline
Vawter Financial, Ltd.4,924$255K0.1%-33013F-HRTimeline
Gunpowder Capital Management, LLC dba O…4,920$255K0.18%013F-HRTimeline