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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

1,018 managers (1,033 13F filers) reported a position in SPEM shares at 2026-06-30, 238,833,603 shares in all. 79 filers opened a position and 45 filers sold out during the quarter.

Managers
1,018
13F filers
1,033
New
79
Added
451
Reduced
347
Sold out
45
Shares held by filers
238,833,603

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Hobbs Group Advisors, LLC4,898$254K0.07%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,885$253K<0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC4,872$252K<0.01%-62813F-HRTimeline
Kelman-Lazarov, Inc.4,867$252K0.03%-1,40513F-HRTimeline
Capital CS Group, LLC4,862$252K0.37%+31513F-HRTimeline
Stonebridge Financial Group, LLC4,854$251K0.02%-5,65013F-HRTimeline
OFS Enterprise LLC4,809$249K0.06%013F-HRTimeline
Prostatis Group LLC4,802$249K0.06%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,774$248K0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC4,787$248K0.07%-16,28113F-HRTimeline
Mayflower Financial Advisors, LLC4,782$248K0.02%-1713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,733$245K0.03%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,705$244K0.01%+49313F-HRTimeline
Sun Financial Inc4,622$242K0.11%+52913F-HRTimeline
Ariadne Wealth Management, LP4,653$241K0.11%013F-HRTimeline
Security Financial Services, INC.4,617$239K0.03%-7813F-HRTimeline
Orographic Financial Advisors, LLC4,573$239K0.16%+6013F-HRTimeline
Hershey Financial Advisers, LLC4,598$238K0.17%+32913F-HRTimeline
MSH Capital Advisors LLC4,583$237K0.04%-19213F-HRTimeline
Fisher Asset Management, LLC4,572$237K<0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,568$237K<0.01%new13F-HRTimeline
Prospera Financial Services Inc4,522$234K<0.01%-16613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,503$233K0.02%new13F-HRTimeline
WEALTH ALLIANCE, LLC4,498$233K0.02%new13F-HRTimeline
Creekmur Asset Management LLC4,496$233K11.26%+1,12913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,478$232K0.02%-64113F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC4,468$231K0.01%013F-HRTimeline
Morrissey Wealth Management, LLC4,423$230K0.14%13F-HRTimeline
Topsail Wealth Management, LLC4,410$228K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,405$228K<0.01%+1313F-HRTimelineGroup
Whalen Wealth Management Inc.4,400$228K0.1%new13F-HRTimeline
Caprock Group, LLC4,380$227K<0.01%013F-HRTimeline
Elm3 Financial Group, LLC4,363$226K0.15%new13F-HRTimeline
Truepoint, Inc.4,358$226K<0.01%-1,11613F-HRTimeline
VANCE WEALTH, LLC4,339$225K0.05%013F-HRTimeline
TSFG, LLC4,277$221K0.03%+2,31313F-HRTimeline
KICKSTAND VENTURES, LLC.4,258$220K0.04%-3513F-HRTimeline
Fortune Financial Advisors, LLC4,229$219K0.09%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,161$215K<0.01%new13F-HRTimelineGroup
MAYPORT, LLC4,116$213K0.03%new13F-HRTimeline
Wealthspire Advisors, LLC4,104$213K<0.01%new13F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC4,082$211K0.15%013F-HRTimeline
Falcon Wealth Planning4,080$211K0.01%new13F-HRTimeline
Proficio Capital Partners LLC4,062$210K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC4,027$209K<0.01%+25413F-HRTimelineGroup
SCOTIA CAPITAL INC.3,976$206K<0.01%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC3,975$206K0.02%-31113F-HRTimeline
Chris Bulman Inc3,952$205K0.07%new13F-HRTimeline
Investments & Financial Planning, LLC3,949$204K0.1%new13F-HRTimeline
Strategic Blueprint, LLC3,945$204K0.01%new13F-HRTimeline
BCK Partners, Inc.3,940$204K0.1%new13F-HRTimeline
WEALTHGARDEN F.S. LLC3,909$202K0.11%new13F-HRTimeline
WealthShield Partners, LLC3,736$193K0.03%013F-HRTimeline
Bogart Wealth, LLC3,721$193K0.01%013F-HRTimeline
Paladin Advisory Group, LLC3,471$180K0.12%013F-HRTimeline
Copia Wealth Management3,464$179K0.11%013F-HRTimeline
LRI Investments, LLC3,387$175K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3,285$170K0.04%-10013F-HRTimelineGroup
Oakmont Advisory Group, LLC3,154$163K0.14%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,838$147K<0.01%+9513F-HRTimeline
Glassman Wealth Services2,803$145K0.02%+7513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,802$145K0.02%-18713F-HRTimeline
Markowski Investments2,780$144K0.03%13F-HRTimeline
Avion Wealth2,780$143K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,560$133K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC2,512$130K0.03%-1613F-HRTimeline
GAMMA Investing LLC2,436$126K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC2,397$124K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp2,390$124K0.14%013F-HRTimeline
Napier Financial, LLC2,373$123K0.03%+1313F-HRTimeline
SBI Securities Co., Ltd.2,196$114K<0.01%-44313F-HRTimeline
MeadowBrook Investment Advisors LLC2,124$110K0.09%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,107$109K0.01%-113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,090$108K<0.01%-67813F-HRTimelineGroup
IMA Advisory Services, Inc.2,071$107K0.01%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,012$104K0.19%-48013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,983$103K0.01%+1,67313F-HRTimeline
UMB Bank, n.a.1,842$95.4K<0.01%+41113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BALLAST ADVISORS LLC1,815$94K0.02%+3513F-HRTimeline
Downshift Financial, LLC1,814$93.9K0.04%new13F-HRTimeline
Graney & King, LLC1,814$93.9K0.03%new13F-HRTimeline
Synergy Investment Management, LLC1,733$89.7K0.02%-16413F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,696$87.8K<0.01%-6,76313F-HRTimeline
Miller Capital Partners, Inc.1,674$86.7K0.03%013F-HRTimeline
Archer Investment Corp1,644$85.1K0.02%-34213F-HR/ATimeline
Dunhill Financial, LLC1,637$84.8K0.02%-34713F-HRTimeline
Creative Capital Management Investments…1,622$84K0.02%+1,50913F-HRTimeline
Glass Jacobson Investment Advisors llc1,608$83.3K0.03%013F-HRTimeline
Clearstead Trust, LLC1,600$82.8K0.01%-13913F-HRTimeline
Planning Strategies Inc.1,580$81.8K0.05%13F-HRTimeline
TRUST CO OF VERMONT1,526$79K<0.01%13F-HRTimeline
Covestor Ltd1,455$75K0.04%-1313F-HRTimeline
WealthCollab, LLC1,424$73.7K0.03%013F-HRTimeline
Sachetta, LLC1,419$73.5K0.04%+1013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC1,411$73K0.01%-22,77613F-HRTimeline
Gould Capital, LLC1,310$67.8K0.04%+5813F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,307$67.7K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,280$66.3K<0.01%013F-HRTimeline
Front Row Advisors LLC1,271$66.2K0.02%013F-HRTimeline
Lavaca Capital LLC1,258$65.1K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,205$62.4K<0.01%+56013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,163$60.2K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,147$59.4K0.01%new13F-HRTimeline
Addison Advisors LLC1,145$59.3K0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,091$56.5K0.04%-27613F-HRTimeline
Tidemark, LLC1,007$52.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$51.8K0.01%+513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,068$50K<0.01%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beaird Harris Wealth Management, LLC946$49K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC932$48.3K0.03%-67713F-HRTimeline
Stone House Investment Management, LLC893$46.2K0.01%+6213F-HRTimeline
SIGNATUREFD, LLC862$44.6K<0.01%+513F-HRTimeline
Medallion Wealth Advisors, LLC862$44.6K0.01%013F-HRTimeline
Blue Trust, Inc.771$39.9K<0.01%+37513F-HRTimeline
Key Capital Management, INC768$39.8K0.02%-1913F-HRTimeline
Cape Investment Advisory, Inc.729$37.7K0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC722$37.4K0.01%013F-HRTimeline
Robinswood Financial LLC694$36K0.01%+413F-HRTimeline
Physician Wealth Advisors, Inc.692$35.8K<0.01%+713F-HRTimeline
Crewe Advisors LLC678$35.1K<0.01%+59913F-HRTimeline
Legacy Bridge, LLC671$34.7K0.01%013F-HRTimeline
Kingdom Financial Group LLC.645$33.4K0.01%-28613F-HRTimeline
FIRST HORIZON CORP626$32.4K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding620$32.1K-1,016Timeline
Essential Partners LLC608$31.5K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.606$31.4K0.02%+4613F-HRTimeline
ROTHSCHILD INVESTMENT LLC590$30.6K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP576$29.8K0.01%-3513F-HRTimeline
IMG Wealth Management, Inc.561$29K0.02%013F-HRTimeline
First Command Advisory Services, Inc.556$28.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC544$28.2K<0.01%+113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…533$27.6K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.506$26.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$25.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.496$25.7K0.01%+5813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP469$24.3K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co468$24.2K<0.01%-513F-HRTimeline
Investment Research & Advisory Group, I…457$23.6K0.01%+513F-HRTimeline
MASECO LLP433$22.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…418$21.6K0.01%-2613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…416$21.6K<0.01%+33613F-HRTimelineGroup
Accent Capital Management, LLC400$20.7K0.01%013F-HRTimeline
Longview Financial Advisors LLC372$19.3K0.01%013F-HRTimeline
Sage Mountain Advisors LLC370$19.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC355$18.4K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC334$17.3K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC324$16.8K0.01%-513F-HRTimeline
Essential Investment Partners LLC321$16.6K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co300$15.5K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC298$15.4K<0.01%-113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC290$15K<0.01%13F-HRTimeline
WPG Advisers, LLC289$15K0.01%-2613F-HRTimeline
Glen Eagle Advisors, LLC287$14.9K<0.01%+17013F-HRTimeline
Frazier Financial Advisors, LLC279$14.4K0.01%+313F-HRTimeline
Allied Private Wealth LLC280$14.4K0.01%13F-HRTimeline
HM PAYSON & CO277$14.3K<0.01%013F-HRTimeline
MCF Advisors LLC276$14.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC250$12.9K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA240$12.4K<0.01%013F-HRTimelineGroup
Davis Capital Management239$12.4K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors238$12.3K<0.01%013F-HRTimelineGroup
Westend Capital Management, LLC235$12.2K<0.01%013F-HRTimeline
Strive Financial Group ,LLC234$12.1K0.01%013F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC232$12K<0.01%new13F-HRTimeline
Miller Global Investments, LLC215$11.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…212$11K<0.01%-4713F-HRTimeline
SIMPLEX TRADING, LLC208$10.8K<0.01%+18113F-HRTimeline
Cordant, Inc.202$10.5K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC196$10.1K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC195$10.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.193$9.99K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…168$8.64K<0.01%-12613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC160$8.29K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC156$8.08K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners148$7.66K<0.01%new13F-HRTimelineGroup
1015 Capital Partners, LLC143$7.41K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…140$7.25K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC130$6.73K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC127$6.58K0.01%-213F-HRTimeline
Signature Resources Capital Management,…127$6.58K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC122$6.32K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.114$5.9K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…106$5.49K<0.01%013F-HRTimeline
GODSEY & GIBB, INC104$5.39K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC104$5.38K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.98$5.07K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC90$4.66K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC86$4.35K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC82$4.25K<0.01%013F-HRTimeline
PlanVest Financial, Inc79$4.09K<0.01%013F-HRTimeline
RMG Wealth Management LLC77$4.03K<0.01%new13F-HRTimeline
Noble Wealth Management PBC70$3.62K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST68$3.52K<0.01%013F-HRTimeline
Operose Advisors LLC63$3.26K<0.01%-10513F-HRTimeline
BFSG, LLC59$3.06K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.60$3K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC57$2.96K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.57$2.95K<0.01%+3113F-HRTimeline
Networth Advisors, LLC53$2.75K<0.01%+413F-HRTimeline
Nemes Rush Group LLC50$2.59K<0.01%new13F-HRTimeline