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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
Kessler Investment Group, LLC111$4.37K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…106$4.17K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…75$2.95K<0.01%013F-HRTimelineGroup
EASTERN BANK72$2.83K<0.01%013F-HRTimeline
Realta Investment Advisors70$2.76K<0.01%013F-HRTimeline
Noble Wealth Management PBC70$2.76K<0.01%013F-HRTimeline
Blue Trust, Inc.64$2.52K<0.01%-37513F-HRTimeline
Operose Advisors LLC63$2.48K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.59$2.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…60$2.36K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC60$2.36K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.58$2K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC51$1.97K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC49$1.93K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.43$1.69K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC42$1.65K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.41$1.61K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38$1.5K<0.01%new13F-HRTimelineGroup
Sachetta, LLC36$1.42K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC27$1.03K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.29$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ritter Daniher Financial Advisory LLC /…24$945<0.01%013F-HRTimeline
Decker Retirement Planning Inc.22$866<0.01%013F-HRTimeline
Capital A Wealth Management, LLC22$866<0.01%-2913F-HRTimeline
FAS Wealth Partners, Inc.13$512<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp8$315<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.3$119<0.01%-6713F-HRTimeline
AllSquare Wealth Management LLC3$118<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3$116<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$39<0.01%new13F-HRTimelineGroup
Dogwood Wealth Management LLC1$39<0.01%-24813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,38013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.