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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

832 managers (840 13F filers) reported a position in SPEM shares at 2025-03-31, 197,801,668 shares in all. 63 filers opened a position and 49 filers sold out during the quarter.

Managers
832
13F filers
840
New
63
Added
341
Reduced
308
Sold out
49
Shares held by filers
197,801,668

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CABOT WEALTH MANAGEMENT INC8,890$350K0.04%013F-HRTimeline
Fortis Capital Advisors, LLC8,814$347K0.07%new13F-HRTimeline
Urban Financial Advisory Corp8,806$347K0.19%+8,25713F-HRTimeline
First Horizon Advisors, Inc.8,767$345K0.01%-1,39813F-HRTimeline
Manhattan West Asset Management, LLC8,708$343K0.09%+1113F-HRTimeline
Sovran Advisors, LLC9,080$343K0.04%+69013F-HRTimeline
Bahl & Gaynor LLC8,650$341K<0.01%013F-HRTimeline
WealthPlan Investment Management, LLC8,621$339K0.03%+6213F-HRTimeline
FSM Wealth Advisors, LLC8,580$338K0.08%new13F-HRTimeline
True North Advisors, LLC8,568$337K0.06%-3,37913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,538$336K0.03%013F-HRTimeline
Redmond Asset Management, LLC8,529$336K0.09%+51113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,513$335K<0.01%-13513F-HRTimelineGroup
FSA Advisors, Inc.8,504$335K0.27%+73513F-HRTimeline
Sigma Planning Corp8,499$335K0.01%+62613F-HRTimeline
Vantage Investment Partners, LLC8,478$334K0.03%013F-HRTimeline
E&G Advisors, LLC8,268$326K0.09%+4713F-HRTimeline
Cyndeo Wealth Partners, LLC8,195$323K0.02%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…8,143$321K0.22%-2613F-HRTimeline
Clarity Capital Advisors, LLC8,136$320K0.21%013F-HRTimeline
MGO ONE SEVEN LLC8,124$320K0.01%new13F-HRTimeline
Firestone Capital Management8,000$315K0.08%013F-HRTimeline
Bragg Financial Advisors, Inc7,920$312K0.01%-1,39013F-HRTimeline
AMERIFLEX GROUP, INC.7,919$312K0.13%+4,02413F-HRTimeline
SIMA Wealth Partners, LLC7,912$311K0.26%013F-HRTimeline
Prosperity Consulting Group, LLC7,877$310K0.02%new13F-HRTimeline
Landmark Wealth Management, LLC7,825$308K0.14%+3513F-HRTimeline
Fragasso Financial Advisors Inc7,791$307K0.02%-6,69813F-HRTimeline
GTS SECURITIES LLC7,677$302K0.01%new13F-HRTimeline
Trek Financial, LLC7,658$301K0.02%+1,01313F-HRTimeline
Wealth Advisors Northwest LLC7,653$301K0.19%-2013F-HRTimeline
Lantz Financial LLC7,639$301K0.08%-213F-HRTimeline
BRIGHTON JONES LLC7,605$299K0.01%+6913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,570$298K0.24%-19413F-HRTimeline
Cresset Asset Management, LLC7,525$296K<0.01%+5813F-HRTimeline
Destiny Capital Corp/CO7,445$293K0.2%013F-HRTimeline
Vawter Financial, Ltd.7,412$292K0.16%+25513F-HRTimeline
SAX WEALTH ADVISORS, LLC7,400$291K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,326$288K<0.01%+1,41713F-HRTimelineGroup
Secure Asset Management, LLC7,318$288K0.06%013F-HRTimeline
NorthStar Asset Management LLC /NJ/7,289$287K0.18%-16113F-HRTimeline
Lane & Associates LLC7,286$287K0.15%-1,37713F-HRTimeline
Simplicity Wealth,LLC7,192$283K0.02%-28,90313F-HRTimeline
Security Financial Services, INC.7,151$282K0.06%-29,93813F-HRTimeline
Matrix Trust Co7,149$281K0.05%new13F-HRTimeline
Golden State Wealth Management, LLC7,133$281K0.04%+2,83913F-HR/ATimeline
ECLECTIC ASSOCIATES INC /ADV7,117$280K0.08%-5913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,100$279K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,095$279K0.03%-9,30613F-HRTimelineGroup
Smartleaf Asset Management LLC7,058$278K0.03%+2,30413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,063$278K<0.01%-4,81213F-HRTimelineGroup
Focus Financial Network, Inc.6,932$273K0.01%013F-HRTimeline
Balentine LLC6,924$273K0.01%013F-HRTimeline
Stone Summit Wealth LLC6,915$272K0.09%-1913F-HRTimeline
TFB Advisors LLC6,914$272K0.08%new13F-HRTimeline
FreeGulliver LLC6,870$270K0.14%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,861$270K0.04%-13,76013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,714$264K<0.01%-8813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,711$264K0.03%013F-HRTimeline
Financial Guidance Group, Inc.6,688$263K0.14%013F-HRTimeline
Davis Wealth Advisors, LLC6,675$263K0.3%-86413F-HRTimeline
Austin Wealth Management, LLC6,666$262K0.05%-6913F-HRTimeline
Modern Wealth Management, LLC6,424$253K0.01%+60513F-HR/ATimeline
L.M. KOHN & COMPANY6,358$250K0.07%-1,83713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,355$250K0.02%+1,21513F-HRTimeline
TFG Advisers LLC6,315$249K0.09%+24213F-HRTimeline
GWN SECURITIES INC.6,276$247K0.01%new13F-HRTimeline
Astoria Strategic Wealth, Inc.6,270$247K0.07%+1013F-HRTimeline
Triad Wealth Partners, LLC6,262$247K0.08%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,223$245K0.01%-7,55513F-HR/ATimelineGroup
WHITTIER TRUST CO6,220$245K<0.01%-55013F-HRTimeline
Schechter Investment Advisors, LLC6,183$243K0.02%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,175$243K<0.01%-2,45213F-HRTimeline
Zhang Financial LLC6,125$241K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.6,121$241K0.02%-1,19013F-HRTimeline
ORG Partners LLC6,092$240K0.06%+25213F-HRTimeline
Aspect Partners, LLC6,074$239K0.14%013F-HRTimeline
Thrive Wealth Management, LLC6,045$238K0.05%new13F-HRTimeline
Capital CS Group, LLC6,017$237K0.4%-79813F-HRTimeline
Castleview Partners, LLC5,905$232K0.16%-5,62713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.5,883$232K0.03%013F-HRTimeline
NWAM LLC5,856$231K0.02%-71213F-HRTimeline
HRT FINANCIAL LP5,833$229K<0.01%new13F-HRTimeline
Cadent Capital Advisors, LLC5,731$226K0.09%+17813F-HRTimeline
Mascagni Wealth Management, Inc.5,720$225K0.22%013F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,720$225K0.04%013F-HRTimeline
Empower Advisory Group, LLC5,717$225K<0.01%-40013F-HRTimeline
Mutual Advisors, LLC5,723$224K0.01%+10713F-HRTimeline
Barnes Wealth Management Group, Inc5,483$216K0.14%-18813F-HRTimeline
Richard P Slaughter Associates Inc5,444$214K0.05%-6,03313F-HRTimeline
First Financial Group Corp5,441$214K0.24%-13013F-HRTimeline
Tilson Financial Group, Inc.5,385$212K0.08%-59613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,369$211K0.01%-7013F-HRTimeline
VANCE WEALTH, LLC5,317$209K0.08%013F-HRTimeline
NorthCoast Asset Management LLC5,316$209K<0.01%013F-HR/ATimeline
MSH Capital Advisors LLC5,267$207K0.06%-15113F-HRTimeline
Narus Financial Partners, LLC5,199$205K0.07%-32813F-HRTimeline
Arkadios Wealth Advisors5,197$205K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC5,100$201K0.03%13F-HRTimeline
Breakwater Investment Management4,883$192K0.08%013F-HRTimeline
Abound Wealth Management4,658$183K0.06%+1,24013F-HRTimeline
Paladin Advisory Group, LLC4,424$174K0.14%-25313F-HRTimeline
SVB WEALTH LLC4,416$174K0.01%-1,89713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,383$173K0.02%-43213F-HR/ATimeline
WealthShield Partners, LLC3,961$156K0.02%-5613F-HRTimeline
Founders Financial Alliance, LLC3,956$156K0.04%+5113F-HRTimeline
Bogart Wealth, LLC3,621$143K0.01%013F-HRTimeline
Copia Wealth Management3,619$142K0.13%-18613F-HRTimeline
Running Point Capital Advisors, LLC3,552$140K0.04%013F-HRTimeline
Synergy Investment Management, LLC3,432$135K0.06%+2213F-HRTimeline
LRI Investments, LLC3,387$133K0.01%+58813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,349$132K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,290$130K<0.01%+55513F-HRTimeline
Towne Trust Company, N.A3,192$126K0.04%+1,45013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,088$122K<0.01%+1,00713F-HRTimelineGroup
NorthRock Partners, LLC3,068$121K<0.01%-3313F-HRTimeline
Glassman Wealth Services3,031$119K0.02%+41713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,928$115K0.03%013F-HRTimeline
McClarren Financial Advisors, Inc.2,519$113K0.07%-36613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$109K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC2,739$108K0.1%013F-HRTimeline
Northwest Capital Management Inc2,688$106K0.04%+3513F-HRTimeline
Provenance Wealth Advisors, LLC2,397$94.4K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,393$94.2K<0.01%+5213F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,141$84K0.02%013F-HRTimeline
Transce3nd, LLC2,126$83.7K0.04%-1,18013F-HRTimeline
SBI Securities Co., Ltd.2,093$82.4K<0.01%+43313F-HRTimeline
LANARK FINANCIAL, INC.2,018$79K0.01%+2,01713F-HRTimeline
Iron Horse Wealth Management, LLC1,838$72.4K0.02%-10313F-HRTimeline
Binnacle Investments Inc1,770$69.7K0.05%13F-HRTimeline
Archer Investment Corp1,723$67.8K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC1,668$65.6K0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,573$61.9K0.02%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,557$61.3K0.03%new13F-HRTimelineGroup
Compass Planning Associates Inc1,274$50.2K0.05%+55613F-HRTimeline
Hoese & Co LLP1,243$48.9K0.04%013F-HRTimeline
Tidemark, LLC1,227$48.3K0.02%013F-HRTimeline
Elite Financial, Inc.1,150$45K0.02%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,122$44.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,083$42.8K0.02%+6413F-HRTimeline
BALLAST ADVISORS LLC1,072$42.2K0.01%-24013F-HRTimeline
TSFG, LLC992$39K0.01%+72213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/967$38.1K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC917$36.1K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC915$36K<0.01%new13F-HRTimeline
Wayfinding Financial, LLC933$36K0.02%new13F-HRTimeline
Brooklyn Investment Group805$31.7K0.01%new13F-HRTimeline
Anchor Investment Management, LLC800$31.5K<0.01%013F-HRTimeline
WealthCollab, LLC748$29.4K0.02%013F-HRTimeline
Knuff & Co LLC739$29.1K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.665$26.2K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/621$24.4K0.01%new13F-HRTimelineGroup
Your Advocates Ltd., LLP610$24K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC590$23.2K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC564$22.2K0.02%-1013F-HRTimeline
IMG Wealth Management, Inc.561$22.1K0.02%-14813F-HRTimeline
Investors Research Corp535$21.1K<0.01%013F-HRTimeline
Rossby Financial, LCC519$20.3K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…514$20.2K<0.01%-9713F-HRTimeline
PrairieView Partners, LLC516$20K<0.01%-2413F-HRTimeline
Federation des caisses Desjardins du Qu…500$19.7K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC484$19.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.479$18.9K0.02%-4,08113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…474$18.7K0.01%013F-HRTimeline
REAP Financial Group, LLC472$18.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co468$18.4K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC448$17.6K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.403$15.9K<0.01%013F-HRTimeline
Accent Capital Management, LLC400$15.7K0.01%013F-HRTimeline
Sage Mountain Advisors LLC370$14.6K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners357$14.1K<0.01%-4313F-HRTimelineGroup
Bellwether Advisors, LLC357$14.1K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC331$13K<0.01%+30413F-HRTimeline
PSI Advisors, LLC328$12.9K<0.01%-29413F-HRTimeline
Lindbrook Capital, LLC312$12.3K<0.01%013F-HRTimeline
Front Row Advisors LLC311$12.2K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC299$11.8K<0.01%-1013F-HRTimeline
VSM Wealth Advisory, LLC290$11.4K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB283$11.1K<0.01%013F-HRTimeline
HM PAYSON & CO277$10.9K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC268$10.6K0.01%-213F-HRTimeline
Beacon Capital Management, LLC261$10.3K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC244$9.61K0.01%013F-HRTimeline
Davis Capital Management239$9.41K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors238$9.37K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc229$9.03K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…220$8.66K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC219$8.62K0.01%-23113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC196$7.72K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC195$7.68K<0.01%013F-HRTimeline
Covestor Ltd177$7K<0.01%-813F-HRTimeline
Richardson Capital Management LLC175$6.89K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.174$6.85K<0.01%013F-HRTimeline
Woodside Wealth Management LLC167$6.58K0.01%13F-HRTimeline
Sound Income Strategies, LLC165$6.5K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC141$5.55K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…140$5.51K<0.01%new13F-HRTimeline
Crewe Advisors LLC136$5.36K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC132$5K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.119$4.68K<0.01%+6613F-HRTimeline