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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

879 managers (891 13F filers) reported a position in SPEM shares at 2025-09-30, 229,048,756 shares in all. 65 filers opened a position and 41 filers sold out during the quarter.

Managers
879
13F filers
891
New
65
Added
385
Reduced
296
Sold out
41
Shares held by filers
229,048,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
United Advisor Group, LLC10,499$491K0.07%+2,47113F-HRTimeline
DRAVO BAY LLC10,426$488K0.22%+15913F-HRTimeline
MATHER GROUP, LLC.10,419$488K<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,406$487K<0.01%+72413F-HRTimelineGroup
Sovran Advisors, LLC10,183$487K0.04%-63513F-HRTimeline
ACT Advisors, LLC.10,364$485K0.2%-57213F-HRTimeline
OneDigital Investment Advisors LLC10,155$475K<0.01%-2,28613F-HRTimeline
4WEALTH ADVISORS, INC.10,089$472K0.44%-33813F-HRTimeline
WealthPlan Investment Management, LLC10,076$472K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,900$463K0.03%-9,50013F-HRTimelineGroup
Baltimore-Washington Financial Advisors…9,842$461K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC9,762$457K0.16%-1,39913F-HRTimeline
Bahl & Gaynor LLC9,760$457K<0.01%-40013F-HRTimeline
Urban Financial Advisory Corp9,723$455K0.21%+88513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,718$455K<0.01%+91313F-HRTimelineGroup
TSA Wealth Managment LLC9,649$452K0.15%013F-HRTimeline
Claro Advisors Inc.9,639$451K0.07%-31413F-HRTimeline
SkyOak Wealth, LLC9,578$448K0.08%-6313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC9,457$443K<0.01%new13F-HRTimelineGroup
Symphony Financial, Ltd. Co.9,282$434K0.05%+4,14413F-HRTimeline
Balentine LLC9,250$433K0.02%+2,26613F-HRTimeline
Dynamic Financial Group9,219$432K0.37%-50413F-HRTimeline
Waterloo Capital, L.P.9,200$431K0.03%013F-HRTimeline
Kelly Financial Services LLC9,066$424K0.11%+1,49113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,058$424K<0.01%+1,84513F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…8,986$421K0.09%+1,01713F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC8,819$413K0.05%-7113F-HRTimeline
Insight Advisors, LLC/ PA8,731$409K0.06%-66913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,711$408K0.09%+2513F-HRTimeline
Manhattan West Asset Management, LLC8,697$407K0.09%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,648$405K0.07%+2,46813F-HRTimeline
First Heartland Consultants, Inc.8,596$402K0.03%+1,01213F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,591$402K0.01%013F-HRTimeline
FSM Wealth Advisors, LLC8,558$401K0.06%+7413F-HRTimeline
Landmark Wealth Management, LLC8,528$399K0.16%+59513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,491$397K0.01%+1,42813F-HRTimelineGroup
Trek Financial, LLC8,446$395K0.02%+71713F-HRTimeline
Hutchens & Kramer Investment Management…8,382$392K0.15%-27913F-HRTimeline
Spinnaker Investment Group, LLC8,377$392K0.07%new13F-HRTimeline
REGIMEN WEALTH, LLC8,349$391K0.12%-43413F-HRTimeline
Golden State Wealth Management, LLC8,321$390K0.04%+2,41713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…8,304$389K0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors8,254$386K0.01%-36013F-HRTimeline
Redmond Asset Management, LLC8,241$386K0.09%-5513F-HRTimeline
Clarity Capital Advisors, LLC8,236$386K0.21%013F-HRTimeline
TFB Advisors LLC8,285$384K0.11%+80913F-HRTimeline
Cyndeo Wealth Partners, LLC8,195$384K0.02%013F-HRTimeline
Strategic Investment Advisors / MI2,007$382K0.04%-5,97013F-HR/ATimeline
Paradigm, Strategies in Wealth Manageme…8,143$381K0.24%013F-HRTimeline
BRIGHTON JONES LLC8,131$381K0.01%-28513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,095$379K<0.01%+34713F-HRTimelineGroup
Secure Asset Management, LLC8,000$377K0.06%-17,82513F-HRTimeline
E&G Advisors, LLC8,034$376K0.09%-2413F-HRTimeline
Firestone Capital Management8,003$375K0.08%+313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,898$370K0.12%013F-HRTimeline
Sterling Wealth Management, Inc.7,732$362K0.11%-21313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,698$360K0.02%+84513F-HRTimeline
MGO ONE SEVEN LLC7,698$360K0.01%-6,93713F-HRTimeline
Lantz Financial LLC7,639$358K0.08%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,608$356K0.01%+2,52513F-HRTimeline
FSA Advisors, Inc.7,568$354K0.28%+1,38913F-HRTimeline
Destiny Capital Corp/CO7,445$348K0.19%013F-HRTimeline
Wealth Advisors Northwest LLC7,385$346K0.17%-9013F-HRTimeline
Traction Financial Partners, LLC7,373$345K0.21%+1,89113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,319$343K0.02%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,297$342K0.02%-25013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,100$336K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,181$336K<0.01%-14513F-HRTimelineGroup
Focus Financial Network, Inc.7,157$335K0.01%-3813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,981$327K0.06%-2,21813F-HRTimeline
WHITTIER TRUST CO6,836$324K<0.01%+61613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,898$323K0.19%-90813F-HRTimeline
FreeGulliver LLC6,870$322K0.14%013F-HRTimeline
APS Management Group, Inc.6,840$320K0.28%13F-HRTimeline
Fortis Capital Advisors, LLC6,753$316K0.05%-5213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,711$314K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,691$313K0.01%+52113F-HRTimelineGroup
Financial Guidance Group, Inc.6,688$313K0.14%013F-HRTimeline
True North Advisors, LLC6,647$311K0.05%+77613F-HRTimeline
Davis Wealth Advisors, LLC6,645$311K0.28%-2213F-HRTimeline
Accurate Wealth Management, LLC6,671$310K0.04%-33513F-HRTimeline
KM Capital Management Ltd.6,612$310K0.14%+1,40713F-HRTimeline
SAX WEALTH ADVISORS, LLC6,588$308K0.02%+3213F-HRTimeline
Csenge Advisory Group6,575$308K0.01%-52,93013F-HRTimeline
High Net Worth Advisory Group LLC6,524$305K0.07%+113F-HRTimeline
SIMA Wealth Partners, LLC6,474$303K0.23%013F-HRTimeline
Triad Wealth Partners, LLC6,301$295K0.04%new13F-HRTimeline
Fragasso Financial Advisors Inc6,225$295K0.02%-313F-HRTimeline
Astoria Strategic Wealth, Inc.6,270$293K0.07%013F-HRTimeline
Curi Capital, LLC6,198$290K0.01%013F-HRTimeline
KPP Advisory Services LLC6,099$286K0.04%+32313F-HRTimeline
Aspect Partners, LLC6,074$284K0.13%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,068$284K0.04%+35013F-HRTimeline
Thrive Wealth Management, LLC6,045$283K0.04%013F-HRTimeline
Capital CS Group, LLC5,997$281K0.46%+14713F-HRTimeline
True Vision MN LLC5,988$280K0.15%+58613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,957$279K0.14%new13F-HRTimeline
RCS Financial Planning, LLC5,837$273K0.12%new13F-HRTimeline
Barnes Wealth Management Group, Inc5,785$271K0.15%+34413F-HRTimeline
Narus Financial Partners, LLC5,758$270K0.07%+12713F-HR/ATimeline
J2 Capital Management Inc5,700$267K0.2%new13F-HRTimeline
Weitzel Financial Services, Inc.5,614$260K0.11%013F-HRTimeline
Security Financial Services, INC.5,437$255K0.04%-1,69413F-HRTimeline
ORG Partners LLC5,433$254K0.05%-37913F-HRTimeline
FC Advisory LLC5,311$249K0.07%+1413F-HRTimeline
Tilson Financial Group, Inc.5,307$248K0.08%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,302$248K0.01%013F-HRTimeline
Vawter Financial, Ltd.5,254$246K0.11%new13F-HR/ATimeline
Castleview Partners, LLC5,204$244K0.13%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,195$243K0.04%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,150$241K<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC5,100$239K0.03%013F-HRTimeline
IFG Advisors, LLC5,085$238K0.04%-2613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,081$238K0.06%-67913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,077$238K0.01%new13F-HRTimelineGroup
JGP Wealth Management, LLC4,940$233K0.03%013F-HRTimeline
VANCE WEALTH, LLC4,954$232K0.07%-36313F-HRTimeline
Founders Financial Alliance, LLC4,900$229K0.04%+5813F-HRTimeline
Breakwater Investment Management4,883$229K0.08%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,882$229K0.04%-36813F-HRTimeline
Hobbs Group Advisors, LLC4,880$228K0.07%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,851$227K0.09%new13F-HRTimeline
Kraft, Davis & Associates, LLC4,721$224K0.05%-22,13613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,780$224K0.1%new13F-HRTimeline
Oldfather Financial Services, LLC4,757$223K0.07%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,732$222K0.03%+213F-HRTimeline
Abound Wealth Management4,728$221K0.06%+413F-HRTimeline
Stone Summit Wealth LLC4,719$221K0.06%-49013F-HRTimeline
Ariadne Wealth Management, LP4,653$221K0.1%013F-HRTimeline
Meridian Wealth Management, LLC4,694$220K0.01%-50713F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,693$220K0.01%-813F-HRTimeline
RMR Wealth Builders4,691$220K0.02%013F-HRTimeline
Investments & Financial Planning, LLC4,555$213K0.12%-31513F-HRTimeline
BURNEY CO/4,531$212K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,444$208K0.02%-2513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,392$206K<0.01%-50013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC4,358$204K0.02%new13F-HRTimeline
Mayflower Financial Advisors, LLC4,331$203K0.03%new13F-HRTimeline
Mutual Advisors, LLC4,236$201K<0.01%-32913F-HRTimeline
Mascagni Wealth Management, Inc.4,292$201K0.16%new13F-HRTimeline
Topsail Wealth Management, LLC4,125$193K0.03%new13F-HRTimeline
Caitlin John, LLC4,010$188K0.13%new13F-HRTimeline
WealthShield Partners, LLC3,951$185K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,821$179K<0.01%+2,85413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,686$173K0.18%013F-HR/ATimeline
Bogart Wealth, LLC3,621$169K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC3,577$167K0.04%013F-HRTimeline
Paladin Advisory Group, LLC3,471$162K0.13%-3613F-HRTimeline
Copia Wealth Management3,464$162K0.12%-15513F-HRTimeline
Wealthspire Advisors, LLC3,453$162K<0.01%new13F-HRTimeline
LRI Investments, LLC3,387$159K0.01%013F-HRTimeline
Westfuller Advisors, LLC3,289$154K0.07%new13F-HRTimeline
Guerra Advisors Inc3,165$148K0.05%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,964$139K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$130K<0.01%013F-HRTimelineGroup
Glassman Wealth Services2,673$125K0.02%+10613F-HRTimeline
SBI Securities Co., Ltd.2,566$120K<0.01%-12813F-HRTimeline
Rialto Wealth Management, LLC2,530$118K0.03%013F-HRTimeline
Root Financial Partners, LLC2,491$117K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp2,390$113K0.16%13F-HR/ATimeline
Provenance Wealth Advisors, LLC2,397$112K0.01%013F-HRTimeline
Binnacle Investments Inc2,206$103K0.06%013F-HRTimeline
MeadowBrook Investment Advisors LLC2,124$99.4K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,136$99K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,898$88.8K0.03%+32113F-HRTimeline
Strategic Wealth Partners, Ltd.1,837$86K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,805$84.5K<0.01%+68313F-HRTimeline
Rossby Financial, LCC1,772$83.5K0.03%-14213F-HRTimeline
Archer Investment Corp1,729$80.9K0.02%+613F-HRTimeline
BOKF, NAin group BOKF, NA1,722$80.6K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,647$77.1K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,526$71.4K0.01%-20,93613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,501$70.3K-1,069Timeline
TSFG, LLC1,464$69K0.01%+28413F-HRTimeline
MJT & Associates Financial Advisory Gro…1,417$66.3K0.05%-9,25513F-HRTimeline
AlphaCore Capital LLC1,409$66K<0.01%+1,20913F-HRTimeline
Legacy Bridge, LLC1,351$63.2K0.03%new13F-HRTimeline
WFA of San Diego, LLC1,347$63.1K0.04%-1613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,266$59.3K<0.01%+91013F-HRTimelineGroup
Blue Trust, Inc.1,227$57.4K<0.01%+1,03513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,149$53.8K<0.01%-2,20013F-HRTimeline
Addison Advisors LLC1,145$53.6K0.01%013F-HRTimeline
Tidemark, LLC1,005$47.1K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…986$46.2K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC943$44.1K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC885$41.4K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC869$40.7K0.01%-20313F-HRTimeline
Medallion Wealth Advisors, LLC862$40.3K0.01%013F-HRTimeline
Sachetta, LLC851$39.8K0.01%013F-HRTimeline
Stone House Investment Management, LLC847$39.6K0.01%new13F-HRTimeline
Anchor Investment Management, LLC800$37.4K<0.01%013F-HRTimeline
Front Row Advisors LLC771$36.1K0.01%+46013F-HRTimeline
Clearstead Trust, LLC762$35.7K0.01%-66213F-HRTimeline
WealthCollab, LLC748$35K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.673$31.5K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.640$30K0.01%-2,54513F-HRTimelineGroup
FIRST HORIZON CORP626$29.3K<0.01%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/621$29.1K0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP611$28.6K0.01%+113F-HRTimeline
Essential Partners LLC608$28.5K0.01%013F-HRTimeline