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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
Cedar Wealth Management, LLC429$18.3K0.01%new13F-HRTimeline
Accent Capital Management, LLC400$17.1K0.01%013F-HRTimeline
Covestor Ltd394$17K0.01%+21713F-HRTimeline
Sage Mountain Advisors LLC370$15.8K<0.01%013F-HRTimeline
Bellwether Advisors, LLC357$15.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…356$15.2K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…356$15.2K<0.01%+28113F-HRTimelineGroup
Barnes Dennig Private Wealth Management…335$14.3K0.02%new13F-HRTimeline
Front Row Advisors LLC311$13.3K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC299$12.8K<0.01%013F-HRTimeline
TRUST CO OF VERMONT288$12.3K<0.01%new13F-HRTimeline
HM PAYSON & CO277$11.8K<0.01%013F-HRTimeline
WPG Advisers, LLC274$11.7K0.01%+5513F-HRTimeline
Frazier Financial Advisors, LLC272$11.6K0.01%+413F-HRTimeline
Beacon Capital Management, LLC264$11.3K<0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…259$11.1K<0.01%-25513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC250$10.7K<0.01%new13F-HRTimeline
Glenmede Investment Management, LP240$10.3K<0.01%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors238$10.2K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC236$10.1K<0.01%+7113F-HRTimeline
Compass Financial Services Inc230$9.82K<0.01%+113F-HRTimeline
Robinswood Financial LLC217$9.27K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$8.55K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC200$8.55K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC196$8.38K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC195$8.33K<0.01%013F-HRTimeline
Blue Trust, Inc.192$8.21K<0.01%+12813F-HRTimeline
Woodside Wealth Management LLC167$7.14K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC158$6.99K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.174$6.68K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners156$6.67K<0.01%-20113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…150$6.41K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC132$6K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…140$5.98K<0.01%013F-HRTimeline
Crewe Advisors LLC136$5.81K<0.01%013F-HRTimeline
MOTCO128$5.5K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.119$5.09K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC113$4.83K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…113$4.83K<0.01%new13F-HRTimelineGroup
Kessler Investment Group, LLC111$4.74K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…106$4.53K<0.01%013F-HRTimeline
EASTERN BANK72$3.08K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$3K<0.01%+113F-HRTimeline
Realta Investment Advisors70$2.99K<0.01%013F-HRTimeline
Operose Advisors LLC63$2.69K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.60$2.6K<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC60$2.56K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…60$2.56K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB43$1.84K<0.01%-24013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.43$1.84K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC42$1.79K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC42$1.79K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.41$1.75K<0.01%013F-HRTimeline
DAGCO, INC.28$1.2K<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC27$1.14K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…24$1.03K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.29$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Decker Retirement Planning Inc.22$940<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.9$398<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp8$344<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3$128<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.3$128<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3$126<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1$43<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.