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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

865 managers (874 13F filers) reported a position in SPEM shares at 2025-06-30, 215,469,905 shares in all. 88 filers opened a position and 53 filers sold out during the quarter.

Managers
865
13F filers
874
New
88
Added
389
Reduced
281
Sold out
53
Shares held by filers
215,469,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tradewinds Capital Management, LLC10,219$437K0.11%-24913F-HRTimeline
Bahl & Gaynor LLC10,160$434K<0.01%+1,51013F-HRTimeline
Legacy Edge Advisors, LLC10,112$432K0.06%-1,49713F-HRTimeline
WealthPlan Investment Management, LLC10,076$431K0.03%+1,45513F-HRTimeline
Destination Wealth Management9,985$427K0.01%new13F-HRTimeline
Claro Advisors Inc.9,953$425K0.07%+56213F-HRTimeline
Baltimore-Washington Financial Advisors…9,842$421K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP9,824$420K0.01%+213F-HRTimeline
Dynamic Financial Group9,723$416K0.4%+60913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,682$414K<0.01%+26313F-HRTimelineGroup
TSA Wealth Managment LLC9,649$412K0.15%013F-HRTimeline
SkyOak Wealth, LLC9,641$412K0.08%+55413F-HRTimeline
STEVENS CAPITAL PARTNERS9,301$405K0.15%new13F-HRTimeline
Insight Advisors, LLC/ PA9,400$402K0.06%+2513F-HRTimeline
Waterloo Capital, L.P.9,200$393K0.03%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …9,199$393K0.08%-34,93413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,176$392K<0.01%-1,24513F-HRTimelineGroup
AMERIFLEX GROUP, INC.9,059$386K0.2%+1,14013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,901$380K0.19%-2,88913F-HRTimeline
CABOT WEALTH MANAGEMENT INC8,890$380K0.05%013F-HRTimeline
Urban Financial Advisory Corp8,838$378K0.19%+3213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,805$376K<0.01%+8,80413F-HRTimelineGroup
REGIMEN WEALTH, LLC8,783$375K0.12%new13F-HRTimeline
First Horizon Advisors, Inc.8,750$374K0.01%-1713F-HRTimeline
Manhattan West Asset Management, LLC8,697$372K0.09%-1113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,686$371K0.13%-1,12913F-HRTimeline
Hutchens & Kramer Investment Management…8,661$371K0.17%-89513F-HRTimeline
Arkadios Wealth Advisors8,614$368K0.01%+3,41713F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,591$367K0.01%-3,00013F-HRTimeline
Vantage Investment Partners, LLC8,478$362K0.03%013F-HRTimeline
FSM Wealth Advisors, LLC8,484$362K0.06%-9613F-HRTimeline
BRIGHTON JONES LLC8,416$360K0.01%+81113F-HRTimeline
Pinnacle Family Advisors, LLC8,387$358K0.17%-72513F-HRTimeline
Redmond Asset Management, LLC8,296$355K0.08%-23313F-HRTimeline
Clarity Capital Advisors, LLC8,236$352K0.21%+10013F-HRTimeline
Cyndeo Wealth Partners, LLC8,195$350K0.02%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…8,143$348K0.23%013F-HRTimeline
E&G Advisors, LLC8,058$344K0.09%-21013F-HRTimeline
United Advisor Group, LLC8,028$343K0.06%new13F-HRTimeline
Firestone Capital Management8,000$342K0.08%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,969$341K-28,128Timeline
Strategic Investment Advisors / MI7,977$341K0.03%-8,00113F-HRTimeline
Sterling Wealth Management, Inc.7,945$340K0.12%13F-HRTimeline
Landmark Wealth Management, LLC7,933$339K0.14%+10813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,898$338K0.12%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,806$334K0.23%+23613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,748$331K<0.01%-76513F-HRTimelineGroup
Trek Financial, LLC7,729$330K0.02%+7113F-HRTimeline
Lantz Financial LLC7,639$326K0.08%013F-HRTimeline
First Heartland Consultants, Inc.7,584$324K0.03%new13F-HRTimeline
Kelly Financial Services LLC7,575$324K0.1%-4,83713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,547$323K0.02%-1,68313F-HR/ATimeline
Fisher Asset Management, LLC7,510$321K<0.01%new13F-HRTimeline
TFB Advisors LLC7,476$320K0.08%+56213F-HRTimeline
Wealth Advisors Northwest LLC7,475$319K0.17%-17813F-HRTimeline
Quantitative Investment Management, LLC7,466$319K0.04%new13F-HRTimeline
Destiny Capital Corp/CO7,445$318K0.19%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,326$313K<0.01%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,213$308K<0.01%new13F-HR/ATimelineGroup
Focus Financial Network, Inc.7,195$307K0.01%+26313F-HRTimeline
Cresset Asset Management, LLC7,176$307K<0.01%-34913F-HR/ATimeline
Security Financial Services, INC.7,131$305K0.05%-2013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,100$303K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,063$302K<0.01%013F-HRTimelineGroup
Accurate Wealth Management, LLC7,006$300K0.05%new13F-HRTimeline
Balentine LLC6,984$298K0.01%+6013F-HRTimeline
FreeGulliver LLC6,870$294K0.14%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,853$293K0.02%+49813F-HRTimeline
Fortis Capital Advisors, LLC6,805$291K0.05%-2,00913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,711$287K0.03%013F-HRTimeline
Financial Guidance Group, Inc.6,688$286K0.14%013F-HRTimeline
Davis Wealth Advisors, LLC6,667$285K0.3%-813F-HRTimeline
SAX WEALTH ADVISORS, LLC6,556$280K0.02%-84413F-HRTimeline
High Net Worth Advisory Group LLC6,523$279K0.07%new13F-HRTimeline
SIMA Wealth Partners, LLC6,474$277K0.22%-1,43813F-HRTimeline
TFG Advisers LLC6,343$271K0.09%+2813F-HRTimeline
Astoria Strategic Wealth, Inc.6,270$268K0.07%013F-HRTimeline
Fragasso Financial Advisors Inc6,228$266K0.02%-1,56313F-HRTimeline
WHITTIER TRUST CO6,220$266K<0.01%013F-HRTimeline
Curi Capital, LLC6,198$265K0.01%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,180$264K0.05%new13F-HRTimeline
FSA Advisors, Inc.6,179$264K0.21%-2,32513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,170$264K0.01%-5313F-HRTimelineGroup
Aspect Partners, LLC6,074$260K0.13%013F-HRTimeline
Thrive Wealth Management, LLC6,045$258K0.04%013F-HRTimeline
Qube Research & Technologies Ltd6,009$257K<0.01%-12,19513F-HRTimeline
Golden State Wealth Management, LLC5,904$252K0.03%-1,22913F-HRTimeline
True North Advisors, LLC5,871$251K0.05%-2,69713F-HRTimeline
Capital CS Group, LLC5,850$250K0.41%-16713F-HRTimeline
ORG Partners LLC5,812$249K0.05%-28013F-HRTimeline
KPP Advisory Services LLC5,776$247K0.04%new13F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,760$246K0.07%new13F-HRTimeline
Weitzel Financial Services, Inc.5,614$246K0.1%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,718$244K0.04%-213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,700$244K0.03%new13F-HRTimelineGroup
Freedom Investment Management, Inc.5,641$241K0.02%-48013F-HRTimeline
Narus Financial Partners, LLC5,631$241K0.08%+43213F-HRTimeline
Symphony Financial, Ltd. Co.5,138$237K0.03%new13F-HR/ATimeline
Traction Financial Partners, LLC5,482$234K0.16%new13F-HRTimeline
Barnes Wealth Management Group, Inc5,441$233K0.14%-4213F-HRTimeline
True Vision MN LLC5,402$231K0.13%-4,22313F-HRTimeline
VANCE WEALTH, LLC5,317$227K0.08%013F-HRTimeline
Tilson Financial Group, Inc.5,307$227K0.09%-7813F-HRTimeline
First Financial Group Corp5,306$227K0.22%-13513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,302$227K0.01%new13F-HRTimeline
FC Advisory LLC5,297$226K0.07%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,250$224K0.05%-1,86713F-HRTimeline
Stone Summit Wealth LLC5,209$223K0.07%-1,70613F-HRTimeline
KM Capital Management Ltd.5,205$222K0.11%new13F-HRTimeline
Meridian Wealth Management, LLC5,201$222K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,172$221K0.01%+2,77913F-HRTimelineGroup
Parkside Advisors LLC5,151$220K0.05%new13F-HRTimeline
IFG Advisors, LLC5,111$218K0.04%new13F-HRTimeline
Private Wealth Asset Management, LLC5,100$218K0.03%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,083$217K0.01%-28613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,016$214K0.01%new13F-HRTimeline
MSH Capital Advisors LLC4,998$214K0.06%-26913F-HRTimeline
Towne Trust Company, N.A4,942$211K0.07%+1,75013F-HR/ATimeline
JGP Wealth Management, LLC4,940$211K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,892$209K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,887$209K<0.01%new13F-HRTimelineGroup
Breakwater Investment Management4,883$209K0.08%013F-HRTimeline
Hobbs Group Advisors, LLC4,880$209K0.07%-4,35413F-HRTimeline
NorthCoast Asset Management LLC4,879$209K<0.01%-43713F-HRTimeline
Investments & Financial Planning, LLC4,870$208K0.12%new13F-HRTimeline
Ariadne Wealth Management, LP4,653$208K0.1%new13F-HRTimeline
Founders Financial Alliance, LLC4,842$207K0.05%+88613F-HRTimeline
TWO SIGMA SECURITIES, LLC4,816$206K0.03%-2,04513F-HRTimeline
Oldfather Financial Services, LLC4,757$203K0.07%new13F-HRTimeline
Gateway Wealth Partners, LLC4,751$203K0.04%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,730$202K0.03%new13F-HRTimeline
Abound Wealth Management4,724$202K0.06%+6613F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,701$201K0.01%new13F-HRTimeline
RMR Wealth Builders4,691$200K0.02%new13F-HRTimeline
Mutual Advisors, LLC4,565$200K0.01%-1,15813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,469$191K0.02%+8613F-HRTimeline
WealthShield Partners, LLC3,951$169K0.02%-1013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,686$158K0.19%13F-HRTimeline
Bogart Wealth, LLC3,621$155K0.01%013F-HRTimeline
Copia Wealth Management3,619$155K0.13%013F-HRTimeline
Running Point Capital Advisors, LLC3,577$153K0.04%+2513F-HRTimeline
Paladin Advisory Group, LLC3,507$150K0.11%-91713F-HRTimeline
LRI Investments, LLC3,387$145K0.01%013F-HRTimeline
Brooklyn Investment Group3,370$144K0.02%+2,56513F-HR/ATimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,349$143K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3,185$136K0.05%+1,62813F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,088$132K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC2,964$127K0.03%+3613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$118K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC2,739$117K0.09%013F-HRTimeline
SBI Securities Co., Ltd.2,694$115K<0.01%+60113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,570$110K+2,350Timeline
Glassman Wealth Services2,567$110K0.02%-46413F-HRTimeline
Rialto Wealth Management, LLC2,530$108K0.03%+95713F-HRTimeline
Provenance Wealth Advisors, LLC2,397$102K0.01%013F-HRTimeline
Binnacle Investments Inc2,206$94.3K0.06%+43613F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,136$91K0.01%-513F-HRTimeline
MeadowBrook Investment Advisors LLC2,124$90.8K0.08%new13F-HRTimeline
Transce3nd, LLC1,989$85K0.04%-13713F-HRTimeline
Rossby Financial, LCC1,914$81.8K0.03%+1,39513F-HRTimeline
Strategic Wealth Partners, Ltd.1,837$78.5K0.01%13F-HRTimeline
Compass Planning Associates Inc1,814$77.5K0.07%+54013F-HRTimeline
Iron Horse Wealth Management, LLC1,795$76.7K0.02%-4313F-HRTimeline
Archer Investment Corp1,723$73.6K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,577$67.4K0.03%-17,28413F-HRTimeline
Clearstead Trust, LLC1,424$60.9K0.01%new13F-HRTimeline
WFA of San Diego, LLC1,363$58.3K0.04%13F-HRTimeline
Hoese & Co LLP1,243$53.1K0.04%013F-HRTimeline
TSFG, LLC1,180$50K0.01%+18813F-HRTimeline
Addison Advisors LLC1,145$48.9K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,122$48K<0.01%013F-HR/ATimeline
BALLAST ADVISORS LLC1,072$45.8K0.01%013F-HRTimeline
Tidemark, LLC1,005$43K0.01%-22213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…986$42.2K0.01%+51213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/967$41.3K<0.01%013F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC943$40.3K0.01%+2613F-HRTimeline
WEBSTER BANK, N. A.929$39.7K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC885$37.8K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC862$36.9K0.01%-22113F-HRTimeline
Sachetta, LLC851$36.4K0.01%+81513F-HRTimeline
Anchor Investment Management, LLC800$34.2K<0.01%013F-HRTimeline
Northwest Capital Management Inc756$32.3K0.02%-1,93213F-HRTimeline
WealthCollab, LLC748$32K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.673$28.8K<0.01%+813F-HRTimeline
Safe Harbor Fiduciary, LLC655$28K0.03%+9113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/621$26.5K0.01%013F-HR/ATimelineGroup
Your Advocates Ltd., LLP610$26.1K0.01%013F-HRTimeline
Essential Partners LLC608$26K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC590$25.2K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.561$24K0.02%013F-HRTimeline
Investors Research Corp535$22.9K<0.01%013F-HRTimeline
PrairieView Partners, LLC516$22K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$21.4K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC483$20.6K0.01%-113F-HRTimeline
VSM Wealth Advisory, LLC477$20.4K0.01%+18713F-HRTimeline
Quest 10 Wealth Builders, Inc.474$20.3K0.02%-513F-HRTimeline
REAP Financial Group, LLC472$20.2K<0.01%013F-HRTimeline
Headlands Technologies LLC471$20.1K<0.01%new13F-HRTimeline
CENTRAL TRUST Co468$20K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC448$19.1K<0.01%013F-HRTimeline