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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
ROTHSCHILD INVESTMENT LLC590$27.6K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.618$27K<0.01%+58913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMG Wealth Management, Inc.561$26.3K0.02%013F-HRTimeline
Manchester Capital Management LLC518$24.2K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.506$23.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…500$23.4K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC483$22.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VSM Wealth Advisory, LLC477$22.3K0.01%013F-HRTimeline
REAP Financial Group, LLC472$22.1K<0.01%013F-HRTimeline
Covestor Ltd468$22K0.01%+7413F-HRTimeline
CENTRAL TRUST Co468$21.9K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC448$21K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC442$20.7K<0.01%+40013F-HRTimelineGroup
MASECO LLP433$20.3K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…429$20.1K0.02%+9413F-HRTimeline
FAS Wealth Partners, Inc.429$20.1K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.415$19.4K<0.01%new13F-HRTimeline
Accent Capital Management, LLC400$18.7K0.01%013F-HRTimeline
Longview Financial Advisors LLC372$17.4K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC370$17.3K<0.01%013F-HRTimeline
GGM Financial LLC304$14.2K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC299$14K<0.01%013F-HRTimeline
Investors Research Corp280$13.1K<0.01%-25513F-HRTimeline
HM PAYSON & CO277$13K<0.01%013F-HRTimeline
MCF Advisors LLC276$12.9K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC272$12.7K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…259$12.1K<0.01%013F-HRTimeline
WPG Advisers, LLC255$11.9K0.01%-1913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC250$11.7K<0.01%013F-HRTimeline
Glenmede Investment Management, LP240$11.2K<0.01%013F-HRTimeline
Davis Capital Management239$11.2K0.01%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors238$11.1K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC236$11.1K<0.01%013F-HRTimeline
Compass Financial Services Inc230$10.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…217$10.2K<0.01%-13913F-HRTimelineGroup
Robinswood Financial LLC217$10.2K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$9.36K<0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC196$9.18K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC195$9.13K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC178$8.33K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.176$8.24K<0.01%-8,88313F-HRTimeline
Sunbelt Securities, Inc.174$8.14K<0.01%013F-HRTimeline
Northwest Capital Management Inc170$7.96K0.01%-58613F-HRTimeline
Woodside Wealth Management LLC167$7.82K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners156$7.3K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…140$6.55K<0.01%013F-HRTimeline
Crewe Advisors LLC136$6.37K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.134$6.27K0.01%-34013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC132$6K<0.01%013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.117$5.48K<0.01%+7413F-HRTimeline
Qube Research & Technologies Ltd112$5.24K<0.01%-5,89713F-HRTimeline
Comprehensive Financial Planning, Inc./…106$4.96K<0.01%013F-HRTimeline
GODSEY & GIBB, INC104$4.87K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC98$4.59K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.85$3.98K<0.01%new13F-HRTimelineGroup
EASTERN BANK72$3.37K<0.01%013F-HRTimeline
Noble Wealth Management PBC70$3.28K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$3K<0.01%013F-HRTimeline
MOTCO64$3K<0.01%-6413F-HRTimeline
Operose Advisors LLC63$2.95K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…60$2.81K<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC60$2.81K<0.01%013F-HRTimeline
Strategic Advocates LLC56$2.61K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.53$2.48K<0.01%-6613F-HRTimeline
WINNACLE WEALTH LLC51$2.4K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB43$2.01K<0.01%013F-HR/ATimeline
MTM Investment Management, LLC42$1.97K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.41$1.92K<0.01%013F-HRTimeline
DAGCO, INC.27$1.26K<0.01%-113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…24$1.12K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.22$1.03K<0.01%013F-HRTimeline
CVA Family Office, LLC11$515<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8$374<0.01%-10513F-HRTimelineGroup
Murphy & Mullick Capital Management Corp8$374<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.7$310<0.01%-213F-HRTimeline
TD Waterhouse Canada Inc.3$141<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3$140<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3$120<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1$47<0.01%013F-HRTimeline