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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

824 managers (831 13F filers) reported a position in SPEM shares at 2024-12-31, 197,023,003 shares in all. 49 filers opened a position and 50 filers sold out during the quarter.

Managers
824
13F filers
831
New
49
Added
334
Reduced
289
Sold out
50
Shares held by filers
197,023,003

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,648$332K<0.01%+1,20013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC8,627$331K<0.01%-1,64013F-HRTimeline
WealthPlan Investment Management, LLC8,559$328K0.03%+15513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,538$328K0.03%+813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8,489$326K<0.01%+4,46913F-HRTimelineGroup
Vantage Investment Partners, LLC8,478$325K0.03%+92813F-HRTimeline
K2 Financial Inc.8,582$318K0.32%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,260$317K0.04%-2,10913F-HRTimeline
E&G Advisors, LLC8,221$315K0.09%+813F-HRTimeline
Sovran Advisors, LLC8,390$315K0.04%13F-HRTimeline
L.M. KOHN & COMPANY8,195$314K0.08%-2,92013F-HRTimeline
Cyndeo Wealth Partners, LLC8,195$314K0.02%013F-HRTimeline
Canal Capital Management, LLC8,175$314K0.05%+29513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…8,169$313K0.21%+51913F-HRTimeline
Clarity Capital Advisors, LLC8,136$312K0.21%+12913F-HRTimeline
Black Diamond Financial, LLC8,061$309K0.05%new13F-HRTimeline
Redmond Asset Management, LLC8,018$308K0.08%+53113F-HRTimeline
Firestone Capital Management8,000$307K0.08%013F-HRTimeline
WR Wealth Planners, LLC7,976$306K0.1%-80513F-HRTimeline
First Heartland Consultants, Inc.7,943$305K0.03%+3313F-HRTimeline
SIMA Wealth Partners, LLC7,912$304K0.26%-113F-HRTimeline
Sigma Planning Corp7,873$302K0.01%-2,46313F-HRTimeline
Landmark Wealth Management, LLC7,790$299K0.13%+8613F-HRTimeline
FSA Advisors, Inc.7,769$298K0.36%-34813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,764$298K0.25%+10213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,745$297K+1,642Timeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…7,743$297K0.05%+46813F-HRTimelineGroup
Wealth Advisors Northwest LLC7,673$294K0.2%13F-HRTimeline
Lantz Financial LLC7,641$293K0.08%-15613F-HRTimeline
Davis Wealth Advisors, LLC7,539$289K0.32%13F-HRTimeline
BRIGHTON JONES LLC7,536$289K0.01%new13F-HR/ATimeline
Cresset Asset Management, LLC7,467$286K<0.01%-7,06313F-HRTimeline
Balefire, LLC7,479$286K0.1%-1,14113F-HRTimeline
NorthStar Asset Management LLC /NJ/7,450$286K0.18%+62713F-HRTimeline
Destiny Capital Corp/CO7,445$286K0.17%013F-HRTimeline
National Wealth Management Group, LLC7,427$285K0.19%+38913F-HRTimeline
Secure Asset Management, LLC7,318$281K0.04%013F-HRTimeline
Freedom Investment Management, Inc.7,311$281K0.02%-46613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,176$275K0.08%-71313F-HRTimeline
Vawter Financial, Ltd.7,157$275K0.16%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,100$272K0.01%013F-HRTimeline
Hobbs Group Advisors, LLC7,023$269K0.1%new13F-HRTimeline
Icon Wealth Advisors, LLC7,008$269K0.02%new13F-HRTimeline
Stone Summit Wealth LLC6,934$266K0.09%-61813F-HRTimeline
Focus Financial Network, Inc.6,932$266K0.01%+2613F-HRTimeline
Balentine LLC6,924$266K0.01%-75013F-HRTimeline
Advisor Resource Council6,894$265K0.19%-9,99213F-HRTimeline
FreeGulliver LLC6,870$264K0.14%013F-HRTimeline
Capital CS Group, LLC6,815$261K0.35%+64913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,802$261K<0.01%+14013F-HRTimeline
WHITTIER TRUST CO6,770$260K<0.01%013F-HRTimeline
Austin Wealth Management, LLC6,735$258K0.05%+56613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,711$258K0.03%013F-HRTimeline
Fisher Asset Management, LLC6,691$257K<0.01%new13F-HRTimeline
Financial Guidance Group, Inc.6,688$257K0.14%new13F-HRTimeline
Trek Financial, LLC6,645$255K0.02%-20513F-HRTimeline
NWAM LLC6,568$252K0.02%-14,00013F-HRTimeline
High Net Worth Advisory Group LLC6,474$248K0.07%new13F-HRTimeline
Bensler, LLC6,379$245K0.03%-24413F-HRTimeline
SVB WEALTH LLC6,313$242K<0.01%new13F-HRTimeline
Astoria Strategic Wealth, Inc.6,260$240K0.07%013F-HRTimeline
Schechter Investment Advisors, LLC6,183$237K0.02%013F-HRTimeline
Empower Advisory Group, LLC6,117$235K<0.01%-4,10013F-HRTimeline
Aspect Partners, LLC6,074$233K0.13%new13F-HRTimeline
TFG Advisers LLC6,073$233K0.08%-55113F-HRTimeline
Tilson Financial Group, Inc.5,981$230K0.09%-1,47513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,909$227K<0.01%-4213F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.5,883$226K0.03%013F-HRTimeline
Mascagni Wealth Management, Inc.5,720$225K0.22%13F-HR/ATimeline
ORG Partners LLC5,840$224K0.03%+20613F-HRTimeline
Modern Wealth Management, LLC5,819$223K0.01%+13713F-HR/ATimeline
D.A. DAVIDSON & CO.5,744$220K<0.01%-18613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,720$219K0.04%013F-HRTimeline
Barnes Wealth Management Group, Inc5,671$218K0.15%13F-HRTimeline
First Financial Group Corp5,571$214K0.24%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,559$213K0.02%new13F-HRTimelineGroup
Cadent Capital Advisors, LLC5,553$213K0.07%+2713F-HRTimeline
Mutual Advisors, LLC5,616$213K0.01%-7913F-HRTimeline
Narus Financial Partners, LLC5,527$212K0.07%-1,47713F-HRTimeline
OPTIMA CAPITAL LLC5,513$212K0.15%13F-HRTimeline
Flagship Private Wealth, LLC5,503$211K0.1%-413F-HRTimeline
Private Portfolio Partners LLC5,492$211K0.04%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,439$209K0.01%+8413F-HRTimeline
MSH Capital Advisors LLC5,418$208K0.07%-46413F-HRTimeline
True Vision MN LLC5,404$207K0.12%-113F-HRTimeline
Kraft, Davis & Associates, LLC5,239$207K0.06%new13F-HRTimeline
VANCE WEALTH, LLC5,317$204K0.08%+3113F-HRTimeline
NorthCoast Asset Management LLC5,316$204K<0.01%new13F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,140$197K0.02%new13F-HRTimeline
Breakwater Investment Management4,883$187K0.08%-47013F-HR/ATimeline
Caitlin John, LLC4,870$187K0.13%+2013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,815$185K0.02%-1,24713F-HRTimeline
Smartleaf Asset Management LLC4,754$183K0.02%+1,92613F-HRTimeline
Paladin Advisory Group, LLC4,677$179K0.14%-27513F-HRTimeline
Quest 10 Wealth Builders, Inc.4,560$175K0.17%13F-HRTimeline
Collier Financial4,506$173K0.15%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,380$169K0.01%-5013F-HRTimeline
Golden State Wealth Management, LLC4,294$165K0.02%13F-HRTimeline
WealthShield Partners, LLC4,017$154K0.02%-12413F-HRTimeline
Mainstream Capital Management LLC3,944$151K0.11%new13F-HRTimeline
AMERIFLEX GROUP, INC.3,895$151K0.07%13F-HRTimeline
Founders Financial Alliance, LLC3,905$150K0.04%+64913F-HRTimeline
Copia Wealth Management3,805$146K0.14%13F-HRTimeline
Bogart Wealth, LLC3,621$139K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC3,552$136K0.05%013F-HRTimeline
Abound Wealth Management3,418$131K0.04%+2,76113F-HRTimeline
Synergy Investment Management, LLC3,410$131K0.06%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,349$129K0.01%013F-HRTimeline
Transce3nd, LLC3,306$127K0.04%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.3,269$125K0.08%-24913F-HRTimeline
Fortitude Family Office, LLC3,160$121K0.04%new13F-HRTimeline
NorthRock Partners, LLC3,101$119K<0.01%+4113F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC2,928$112K0.03%+45813F-HRTimeline
McClarren Financial Advisors, Inc.2,885$110K0.31%+31613F-HRTimeline
Eagle Bay Advisors LLC2,800$107K0.07%-10013F-HRTimeline
LRI Investments, LLC2,799$107K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$106K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC2,739$105K0.1%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,735$105K0.01%+213F-HRTimeline
Northwest Capital Management Inc2,653$102K0.04%-1,14613F-HRTimeline
Glassman Wealth Services2,614$100K0.02%new13F-HRTimeline
OARSMAN CAPITAL, INC.2,501$96K0.02%-19313F-HRTimeline
Provenance Wealth Advisors, LLC2,397$92K0.01%-37313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,341$89.8K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,141$82K0.01%-813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,081$79.8K<0.01%+2,04513F-HRTimelineGroup
Iron Horse Wealth Management, LLC1,941$74.5K0.02%-2913F-HRTimeline
Towne Trust Company, N.A1,742$66.8K0.02%new13F-HRTimeline
Archer Investment Corp1,723$66.1K0.02%+78513F-HRTimeline
Laurel Wealth Advisors LLC1,668$64K0.01%-3313F-HRTimeline
SBI Securities Co., Ltd.1,660$63.7K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC1,573$60.4K0.02%13F-HRTimeline
BALLAST ADVISORS LLC1,312$50.3K0.02%-34513F-HRTimeline
Hoese & Co LLP1,243$47.7K0.04%new13F-HRTimeline
Tidemark, LLC1,227$47.1K0.02%-1,15013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,122$43.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC1,019$39.3K0.02%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/967$37.1K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC917$35.2K0.01%013F-HRTimeline
Anchor Investment Management, LLC800$30.7K<0.01%013F-HRTimeline
WealthCollab, LLC748$28.7K0.02%013F-HRTimeline
Compass Planning Associates Inc718$27.6K0.03%13F-HRTimeline
IMG Wealth Management, Inc.709$27.2K0.03%13F-HRTimeline
Headlands Technologies LLC677$26K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.665$25.5K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC648$24.9K<0.01%new13F-HRTimeline
PSI Advisors, LLC622$23.8K0.01%+513F-HRTimeline
Capital Investment Advisory Services, L…611$23.4K<0.01%+23713F-HRTimeline
Your Advocates Ltd., LLP610$23.4K0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC590$22.6K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC574$22K0.02%-113F-HRTimeline
Urban Financial Advisory Corp549$21.1K0.01%new13F-HRTimeline
Investors Research Corp535$20.5K<0.01%013F-HRTimeline
PrairieView Partners, LLC540$20K<0.01%-613F-HRTimeline
GoalVest Advisory LLC503$19.3K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$19.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC484$18.6K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…474$18.2K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC473$18.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC472$18.1K<0.01%-8113F-HRTimeline
CENTRAL TRUST Co468$18K<0.01%013F-HRTimeline
WPG Advisers, LLC450$17.3K0.02%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC448$17.2K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…455$17K0.01%-5,61013F-HRTimeline
Blue Trust, Inc.439$16.8K<0.01%+4313F-HR/ATimeline
First Command Advisory Services, Inc.403$15.5K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners400$15.3K<0.01%-113F-HRTimelineGroup
Accent Capital Management, LLC400$15.3K0.01%013F-HRTimeline
Sage Mountain Advisors LLC370$14.2K<0.01%013F-HRTimeline
Bellwether Advisors, LLC357$13.7K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC350$13.4K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.336$13K0.01%new13F-HRTimeline
Lindbrook Capital, LLC312$12K<0.01%-513F-HRTimeline
Front Row Advisors LLC311$11.9K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC309$11.9K<0.01%-813F-HRTimeline
Wilmington Savings Fund Society, FSB283$10.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC270$10.4K0.01%+713F-HRTimeline
Beacon Capital Management, LLC261$10K<0.01%+413F-HRTimeline
TSFG, LLC270$10K<0.01%+413F-HRTimeline
Dogwood Wealth Management LLC249$9.55K0.01%-1,06713F-HRTimeline
PFG Private Wealth Management, LLC244$9.36K0.01%-7913F-HRTimeline
Davis Capital Management239$9.17K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors238$9.13K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…220$8.44K<0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC196$7.52K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC195$7.48K<0.01%013F-HRTimeline
Covestor Ltd185$7K<0.01%+3413F-HRTimeline
Sunbelt Securities, Inc.174$6.7K<0.01%013F-HRTimeline
NewSquare Capital LLC167$6.41K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC165$6.33K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC141$5.41K<0.01%+213F-HRTimeline
Crewe Advisors LLC136$5.22K<0.01%-10313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC132$5K<0.01%-23013F-HRTimelineGroup
New Millennium Group LLC121$4.64K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd118$4.53K<0.01%-19,61313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC108$4.46K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…106$4.07K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…89$3.41K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…75$2.88K<0.01%-3113F-HRTimelineGroup