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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

972 managers (984 13F filers) reported a position in SPEM shares at 2025-12-31, 238,817,708 shares in all. 70 filers opened a position and 35 filers sold out during the quarter.

Managers
972
13F filers
984
New
70
Added
444
Reduced
293
Sold out
35
Shares held by filers
238,817,708

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Three Bearings Fiduciary Advisors, Inc.12,038$592K0.55%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,485$584K0.04%013F-HRTimeline
Post Resch Tallon Group Inc.12,434$582K0.49%+313F-HRTimeline
Hilltop Partners LLC12,252$574K0.15%-80813F-HRTimeline
Gilman Hill Asset Management, LLC12,250$573K0.09%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …12,248$573K<0.01%13F-HR/ATimelineGroup
RETIREMENT INCOME SOLUTIONS, INC12,211$572K0.1%-1,54813F-HRTimeline
Lunt Capital Management, Inc.12,149$569K0.21%new13F-HRTimeline
River Street Advisors LLC12,122$567K0.21%+20913F-HRTimeline
DRAVO BAY LLC12,103$567K0.24%+1,67713F-HRTimeline
Zhang Financial LLC11,872$556K0.02%-96913F-HRTimeline
Foundation Wealth Management, LLC\PA11,824$553K0.2%-34213F-HRTimeline
Advance Capital Management, Inc.11,797$552K0.02%-2,01213F-HRTimeline
Resurgent Financial Advisors LLC11,763$551K0.28%+15713F-HRTimeline
Hill Investment Group Partners, LLC11,754$550K0.07%-24813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC11,720$549K0.38%+29813F-HRTimeline
Sound Income Strategies, LLC11,193$545K0.03%+10,95713F-HRTimeline
WARNER FINANCIAL, INC11,544$540K0.19%013F-HRTimeline
Life Planning Partners, Inc11,466$537K0.41%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,441$536K+9,940Timeline
STEVENS CAPITAL PARTNERS11,376$532K0.14%+83813F-HRTimeline
Convergence Financial, LLC11,375$532K0.08%-14213F-HRTimeline
Stonebridge Financial Group, LLC11,355$532K0.05%-90713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,342$531K<0.01%+36613F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA11,168$523K0.1%-50813F-HRTimeline
TKG Advisors, LLC11,126$521K0.21%-21413F-HRTimeline
Dynamic Financial Group11,102$520K0.44%+1,88313F-HRTimeline
Modern Wealth Management, LLC10,901$510K0.01%-613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,780$507K0.03%013F-HRTimelineGroup
PFG Advisors10,802$506K0.02%-24,14313F-HRTimeline
OneDigital Investment Advisors LLC10,770$504K<0.01%+61513F-HRTimeline
Golden State Wealth Management, LLC10,715$502K0.05%+2,39413F-HRTimeline
Carroll Advisory Group, LLC10,630$498K0.22%13F-HRTimeline
Destination Wealth Management10,583$495K0.01%-32813F-HRTimeline
Summit Trail Advisors, LLC10,566$495K0.01%013F-HRTimeline
Quantitative Investment Management, LLC10,566$494K0.05%new13F-HRTimeline
4WEALTH ADVISORS, INC.10,459$490K0.42%+37013F-HRTimeline
Cooksen Wealth, LLC10,408$487K0.36%-11913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,364$485K0.03%+3,04513F-HRTimeline
MATHER GROUP, LLC.10,267$481K<0.01%-15213F-HRTimeline
Jacobs Equity LLC10,236$479K0.46%13F-HRTimeline
Strategies Wealth Advisors, LLC10,140$475K0.05%-1,91813F-HRTimeline
WealthPlan Investment Management, LLC10,076$472K0.03%013F-HRTimeline
ACT Advisors, LLC.10,058$471K0.19%-30613F-HRTimeline
Urban Financial Advisory Corp9,962$466K0.18%+23913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,900$463K0.03%013F-HRTimelineGroup
Aegis Wealth Management, Inc.9,830$460K0.36%13F-HRTimeline
Claro Advisors Inc.9,794$458K0.06%+15513F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC9,789$458K0.38%13F-HRTimeline
Keener Financial Planning LLC9,763$457K0.2%-1,19213F-HRTimeline
Bahl & Gaynor LLC9,760$457K<0.01%013F-HRTimeline
TSA Wealth Managment LLC9,648$452K0.15%-113F-HRTimeline
Vantus Wealth LLC9,640$451K0.33%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,579$448K0.11%+86813F-HRTimeline
SkyOak Wealth, LLC9,579$448K0.08%+113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,507$445K<0.01%+44913F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.9,452$442K0.37%+5,76613F-HRTimeline
Sovran Advisors, LLC8,963$439K0.04%-1,22013F-HRTimeline
TSG Advice Partners, LLC9,347$438K0.07%13F-HRTimeline
REGIMEN WEALTH, LLC9,280$434K0.13%+93113F-HRTimeline
Baltimore-Washington Financial Advisors…9,179$430K0.02%-66313F-HRTimeline
Forbes Financial Planning, Inc.9,132$427K0.25%-36,49013F-HRTimeline
Waterloo Capital, L.P.9,061$424K0.03%-13913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,030$423K0.08%+38213F-HRTimeline
TFB Advisors LLC8,987$421K0.12%+70213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,986$421K0.01%+1,37813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,958$419K0.03%+1,26013F-HRTimeline
RCW Management, LLC8,883$416K0.42%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…8,870$415K0.1%-11613F-HRTimelineGroup
First Heartland Consultants, Inc.8,868$415K0.03%+27213F-HRTimeline
Spinnaker Investment Group, LLC8,846$414K0.08%+46913F-HRTimeline
KM Capital Management Ltd.8,828$413K0.21%+2,21613F-HRTimeline
Pinnacle Family Advisors, LLC8,802$412K0.18%-83,39313F-HRTimeline
Hopwood Nicholas Hunter8,772$411K0.13%13F-HRTimeline
Trek Financial, LLC8,722$408K0.02%+27613F-HRTimeline
Manhattan West Asset Management, LLC8,668$406K0.08%-2913F-HRTimeline
Insight Advisors, LLC/ PA8,645$405K0.06%-8613F-HRTimeline
CABOT WEALTH MANAGEMENT INC8,622$404K0.04%-19713F-HRTimeline
Csenge Advisory Group8,595$402K0.02%+2,02013F-HRTimeline
FSA Advisors, Inc.13,097$401K0.28%+5,52913F-HRTimeline
Richard W. Paul & Associates, LLC8,468$396K0.13%-1,29413F-HRTimeline
Kelly Financial Services LLC8,433$395K0.1%-63313F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,410$394K0.01%+6,76313F-HRTimeline
Owen LaRue, LLC8,393$393K0.15%new13F-HRTimeline
Clarity Capital Advisors, LLC8,373$392K0.2%+13713F-HRTimeline
FSM Wealth Advisors, LLC8,368$392K0.05%-19013F-HRTimeline
Landmark Wealth Management, LLC8,364$392K0.15%-16413F-HRTimeline
Curi Capital, LLC8,304$389K0.01%+2,10613F-HRTimeline
Gambit Capital Management, LLC8,219$385K0.28%13F-HRTimeline
Cyndeo Wealth Partners, LLC8,195$384K0.02%013F-HRTimeline
Redmond Asset Management, LLC8,176$383K0.1%-6513F-HRTimeline
Balentine LLC8,167$382K0.01%-1,08313F-HRTimeline
Davis Wealth Advisors, LLC8,162$382K0.32%+1,51713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…8,154$382K0.01%-15013F-HRTimelineGroup
Firestone Capital Management8,003$375K0.08%013F-HRTimeline
Weitzel Financial Services, Inc.7,809$373K0.14%+2,19513F-HRTimeline
Traction Financial Partners, LLC7,971$373K0.22%+59813F-HRTimeline
Sterling Wealth Management, Inc.7,970$373K0.11%+23813F-HRTimeline
E&G Advisors, LLC7,932$371K0.08%-10213F-HRTimeline
Arkadios Wealth Advisors7,923$371K0.01%-33113F-HRTimeline
Lantz Financial LLC7,891$369K0.08%+25213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,881$369K<0.01%-21413F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC7,878$369K0.12%-2013F-HRTimeline
Legacy Wealth Advisors, LLC7,840$367K0.24%13F-HRTimeline
Clear Retirement Advice LLC7,457$366K0.28%13F-HRTimeline
Virtue Capital Management, LLC7,648$365K0.06%+6,91413F-HR/ATimeline
Oldfather Financial Services, LLC7,751$363K0.11%+2,99413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,711$361K0.04%13F-HRTimeline
Strategic Investment Advisors / MI7,699$360K0.03%+5,69213F-HRTimeline
Hutchens & Kramer Investment Management…7,583$355K0.12%-79913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,536$353K0.16%+1,57913F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,532$353K0.01%-1,05913F-HRTimeline
Destiny Capital Corp/CO7,445$348K0.18%013F-HRTimeline
Financial Plan, Inc.7,399$346K0.04%13F-HRTimeline
Wescott Financial Advisory Group, LLC7,397$346K0.03%new13F-HRTimeline
Secure Asset Management, LLC7,353$344K0.05%-64713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,100$343K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC7,265$340K0.12%13F-HRTimeline
Wealth Advisors Northwest LLC7,236$339K0.15%-14913F-HRTimeline
Focus Financial Network, Inc.6,942$325K0.01%-21513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,877$322K0.14%+2,09713F-HRTimeline
FreeGulliver LLC6,870$322K0.14%013F-HRTimeline
Accurate Wealth Management, LLC6,669$321K0.04%-213F-HRTimeline
Fortis Capital Advisors, LLC6,753$316K0.05%013F-HRTimeline
SIMA Wealth Partners, LLC6,753$316K0.24%+27913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,711$314K0.03%013F-HRTimeline
True Vision MN LLC6,697$313K0.16%+70913F-HRTimeline
Financial Guidance Group, Inc.6,688$313K0.13%013F-HRTimeline
E6 Portfolios, LLC6,655$312K0.36%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6,620$310K0.25%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,618$310K0.05%-36313F-HRTimeline
Donalies Financial Planning, LLC6,571$308K0.26%13F-HRTimeline
Graetz Wealth LLC6,430$301K0.27%13F-HRTimeline
WHITTIER TRUST CO6,220$300K<0.01%-61613F-HRTimeline
APS Management Group, Inc.6,419$300K0.26%-42113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,415$300K0.03%-16,35713F-HRTimelineGroup
KPP Advisory Services LLC6,363$298K0.04%+26413F-HRTimeline
High Net Worth Advisory Group LLC6,331$296K0.07%-19313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,062$296K0.15%-83613F-HRTimeline
Fragasso Financial Advisors Inc6,253$293K0.02%+2813F-HRTimeline
Triad Wealth Partners, LLC6,240$292K0.03%-6113F-HRTimeline
SAX WEALTH ADVISORS, LLC6,239$292K0.01%-34913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,220$291K0.01%-47113F-HRTimelineGroup
Astoria Strategic Wealth, Inc.6,208$291K0.07%-6213F-HRTimeline
True North Advisors, LLC6,112$286K0.04%-53513F-HRTimeline
Aspect Partners, LLC6,074$284K0.12%013F-HRTimeline
GWN SECURITIES INC.6,069$284K0.06%new13F-HRTimeline
Kelman-Lazarov, Inc.6,069$284K0.04%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,068$284K0.04%013F-HRTimeline
Thrive Wealth Management, LLC6,045$283K0.04%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…5,967$279K0.22%13F-HRTimeline
Narus Financial Partners, LLC5,818$272K0.08%+6013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,731$268K0.01%+65413F-HRTimelineGroup
Brooklyn Investment Group5,744$268K0.01%new13F-HRTimeline
Castleview Partners, LLC5,693$266K0.13%+48913F-HRTimeline
Barnes Wealth Management Group, Inc5,573$261K0.14%-21213F-HRTimeline
RCS Financial Planning, LLC5,563$260K0.11%-27413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,536$259K0.03%new13F-HRTimeline
Cogent Private Wealth, Inc.5,511$258K0.2%13F-HRTimeline
Security Financial Services, INC.5,484$257K0.04%+4713F-HRTimeline
Kesler, Norman & Wride, LLC5,483$257K0.04%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,475$256K0.01%+17313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,464$256K<0.01%-4,25413F-HRTimelineGroup
Capital CS Group, LLC5,423$254K0.4%-57413F-HRTimeline
Westfuller Advisors, LLC5,417$254K0.1%+2,12813F-HRTimeline
Tilson Financial Group, Inc.5,395$253K0.08%+8813F-HRTimeline
J2 Capital Management Inc5,381$252K0.18%-31913F-HRTimeline
Austin Wealth Management, LLC5,165$248K0.04%new13F-HRTimeline
FC Advisory LLC5,302$248K0.07%-913F-HRTimeline
Vawter Financial, Ltd.5,254$246K0.1%013F-HR/ATimeline
Wealthfront Advisers LLC5,235$245K<0.01%new13F-HRTimeline
ORG Partners LLC5,208$244K0.04%-22513F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,195$243K0.04%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…5,176$242K0.01%new13F-HRTimelineGroup
BlueChip Wealth Advisors LLC5,173$242K0.1%new13F-HRTimeline
Breakwater Investment Management5,165$242K0.09%+28213F-HRTimeline
IFG Advisors, LLC5,142$241K0.04%+5713F-HRTimeline
Kraft, Davis & Associates, LLC4,934$240K0.05%+21313F-HRTimeline
Private Wealth Asset Management, LLC5,100$239K0.03%013F-HRTimeline
Powers Advisory Group, LLC5,093$238K0.09%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.5,012$238K0.45%13F-HRTimeline
Western Reserve Capital Management, LLC5,056$237K0.22%13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC5,051$236K0.1%+20013F-HRTimeline
Ariadne Wealth Management, LP4,653$234K0.1%013F-HRTimeline
HRT FINANCIAL LP4,970$232K<0.01%new13F-HRTimeline
Van Diest Capital, LLC4,955$232K0.35%13F-HRTimeline
VANCE WEALTH, LLC4,954$232K0.07%013F-HR/ATimeline
D.A. DAVIDSON & CO.4,941$231K<0.01%new13F-HRTimeline
JGP Wealth Management, LLC4,940$231K0.02%013F-HRTimeline
KERR FINANCIAL PLANNING Corp4,780$230K0.31%+2,39013F-HR/ATimeline
ECLECTIC ASSOCIATES INC /ADV4,910$230K0.04%+2813F-HRTimeline
Founders Financial Alliance, LLC4,904$230K0.04%+413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,885$229K<0.01%-26513F-HRTimelineGroup
Hobbs Group Advisors, LLC4,880$228K0.07%013F-HRTimeline
Lutz Financial Services LLC4,828$226K0.02%new13F-HRTimeline
MSH Capital Advisors LLC4,775$224K0.05%new13F-HRTimeline
Abound Wealth Management4,765$223K0.05%+3713F-HRTimeline
Generation Capital Management LLC4,750$222K0.14%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,743$222K0.01%+5013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,732$222K0.03%013F-HRTimeline