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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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,684$219K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC4,566$214K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC4,539$212K0.01%-15513F-HRTimeline
TWO SIGMA SECURITIES, LLC4,534$212K0.03%new13F-HRTimeline
BURNEY CO/4,531$212K0.01%013F-HRTimeline
Trust Co4,519$212K0.02%new13F-HRTimeline
Mascagni Wealth Management, Inc.4,499$211K0.16%+20713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV4,435$208K0.2%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,433$208K0.02%+7513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,392$206K<0.01%013F-HRTimelineGroup
Caprock Group, LLC4,380$205K<0.01%new13F-HRTimeline
Investments & Financial Planning, LLC4,355$204K0.11%-20013F-HRTimeline
Topsail Wealth Management, LLC4,310$202K0.03%+18513F-HRTimeline
Bensler, LLC4,307$202K0.02%new13F-HRTimeline
Truepoint, Inc.4,290$201K<0.01%new13F-HRTimeline
Sun Financial Inc4,290$201K0.11%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC4,278$200K0.04%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,227$198K0.01%-21713F-HRTimeline
Caitlin John, LLC4,043$189K0.12%+3313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,873$181K<0.01%+5213F-HRTimelineGroup
WealthShield Partners, LLC3,738$175K0.02%-21313F-HRTimeline
Bogart Wealth, LLC3,621$169K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC3,610$169K0.05%+3313F-HRTimeline
Paladin Advisory Group, LLC3,471$162K0.12%013F-HRTimeline
Copia Wealth Management3,464$162K0.12%013F-HRTimeline
LRI Investments, LLC3,387$159K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,989$140K0.02%+2513F-HRTimeline
Root Financial Partners, LLC2,805$131K0.01%+31413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$130K<0.01%013F-HRTimelineGroup
Glassman Wealth Services2,716$127K0.02%+4313F-HRTimeline
SBI Securities Co., Ltd.2,566$120K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,528$118K0.03%-213F-HRTimeline
Provenance Wealth Advisors, LLC2,397$112K0.01%013F-HRTimeline
Rossby Financial, LCC2,371$111K0.03%+59913F-HRTimeline
Strategic Wealth Partners, Ltd.2,220$104K0.01%+38313F-HRTimeline
BOKF, NAin group BOKF, NA2,142$100K<0.01%+42013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC2,124$99.4K0.08%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,134$99K0.01%-213F-HRTimeline
Dunhill Financial, LLC1,984$92.9K0.02%new13F-HRTimeline
BALLAST ADVISORS LLC1,755$82.2K0.02%+88613F-HRTimeline
Archer Investment Corp1,724$80.7K0.02%-513F-HRTimeline
Laurel Wealth Advisors LLC1,716$80.3K0.01%new13F-HRTimeline
Miller Capital Partners, Inc.1,674$78.3K0.04%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,628$76.2K0.02%+98813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,617$75.7K<0.01%+1,17513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,608$75.3K0.03%-29013F-HRTimeline
TSFG, LLC1,540$72K0.01%+7613F-HRTimeline
WealthCollab, LLC1,424$66.7K0.03%+67613F-HRTimeline
MJT & Associates Financial Advisory Gro…1,391$65.1K0.05%-2613F-HR/ATimeline
Legacy Bridge, LLC1,351$63.2K0.03%013F-HRTimeline
WFA of San Diego, LLC1,347$63.1K0.05%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,280$59.9K<0.01%new13F-HRTimeline
Front Row Advisors LLC1,271$59.5K0.02%+50013F-HRTimeline
Addison Advisors LLC1,145$53.6K0.01%013F-HRTimeline
Manchester Capital Management LLC1,053$49.3K0.01%+53513F-HRTimeline
Barnes Dennig Private Wealth Management…1,008$47.2K0.05%+57913F-HRTimeline
Tidemark, LLC1,007$47.1K0.01%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…995$46.6K0.01%+913F-HRTimeline
Beaird Harris Wealth Management, LLC946$44.3K<0.01%+6113F-HRTimeline
Cherry Tree Wealth Management, LLC943$44.1K0.01%013F-HRTimeline
Kingdom Financial Group LLC.931$43.6K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC862$40.3K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…859$40.2K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC857$40.1K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC831$38.9K0.01%-1613F-HRTimeline
Anchor Investment Management, LLC800$37.4K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.783$37K0.04%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.783$35K<0.01%+16513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Trust, LLC747$35K0.01%-1513F-HRTimeline
Cape Investment Advisory, Inc.731$34.2K0.01%+72813F-HRTimeline
Physician Wealth Advisors, Inc.685$32K<0.01%+1213F-HRTimeline
Safe Harbor Fiduciary, LLC682$31.9K0.03%13F-HRTimeline
Covestor Ltd634$30K0.02%+16613F-HRTimeline
SageView Advisory Group, LLC628$29.4K<0.01%new13F-HRTimeline
FIRST HORIZON CORP626$29.3K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/621$29.1K0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP611$28.6K0.01%013F-HRTimeline
Essential Partners LLC608$28.5K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC590$27.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC582$27.2K0.02%-10,62513F-HRTimeline
Sachetta, LLC573$26.8K0.01%-27813F-HRTimeline
IMG Wealth Management, Inc.561$26.3K0.02%013F-HRTimeline
First Command Advisory Services, Inc.556$26K<0.01%new13F-HRTimeline
REAP Financial Group, LLC543$25.4K0.01%+7113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…507$23.7K<0.01%+29013F-HRTimelineGroup
Washington Trust Advisors, Inc.506$23.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$23.4K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.498$23.3K0.02%+36413F-HRTimeline
VSM Wealth Advisory, LLC484$22.6K0.01%+713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC473$22.1K0.01%new13F-HRTimeline
CENTRAL TRUST Co468$21.9K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC467$21.9K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…444$20.8K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.438$20.5K0.01%+26213F-HRTimeline
MASECO LLP433$20.3K<0.01%013F-HRTimeline
Accent Capital Management, LLC400$18.7K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC373$17.4K0.01%13F-HRTimeline
Longview Financial Advisors LLC372$17.4K0.01%013F-HRTimeline
Sage Mountain Advisors LLC370$17.3K<0.01%013F-HRTimeline
Crewe Advisors LLC361$16.9K<0.01%+22513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…351$16.4K<0.01%-91513F-HRTimelineGroup
Ares Financial Consulting, LLC334$15.6K0.01%13F-HRTimeline
Essential Investment Partners LLC321$15K0.01%13F-HRTimeline
WPG Advisers, LLC315$14.7K0.01%+6013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC310$14.5K<0.01%-13813F-HRTimeline
Litman Gregory Wealth Management LLC300$14K<0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co300$14K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC299$14K<0.01%013F-HRTimeline
HM PAYSON & CO277$13K<0.01%013F-HRTimeline
MCF Advisors LLC276$12.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC276$12.9K0.01%+413F-HRTimeline
MGB Wealth Management, LLC274$12.8K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…259$12.1K<0.01%013F-HRTimeline
GGM Financial LLC256$12K0.01%-4813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC250$11.7K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA240$11.2K<0.01%13F-HRTimelineGroup
Davis Capital Management239$11.2K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors238$11.1K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC234$11K0.01%13F-HR/ATimeline
Compass Financial Services Inc230$10.8K<0.01%013F-HRTimeline
Robinswood Financial LLC217$10.2K<0.01%013F-HRTimeline
Elyxium Wealth, LLC214$10K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT211$9.88K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC196$9.18K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC195$9.13K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.193$9.04K<0.01%-23613F-HRTimeline
Sunbelt Securities, Inc.174$8.14K<0.01%013F-HRTimeline
Northwest Capital Management Inc170$7.96K0.03%013F-HRTimeline
Woodside Wealth Management LLC167$7.82K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners156$7.3K<0.01%013F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC156$7.3K<0.01%13F-HRTimeline
New Millennium Group LLC144$6.74K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…140$6.55K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC129$6.04K0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.114$5.34K<0.01%-313F-HRTimeline
Creative Capital Management Investments…113$5.29K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC104$5K<0.01%-2813F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…106$4.96K<0.01%013F-HRTimeline
GODSEY & GIBB, INC104$4.87K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC104$4.87K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC87$4.09K<0.01%+3613F-HRTimeline
Noble Wealth Management PBC70$3.28K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST68$3.18K<0.01%-1,45813F-HRTimeline
Motiv8 Investments LLC63$3K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.60$3K<0.01%+113F-HRTimeline
MOTCO64$3K<0.01%013F-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%013F-HRTimeline
Pinnacle Bancorp, Inc.53$2.48K<0.01%013F-HRTimeline
EASTERN BANK48$2.25K<0.01%-2413F-HRTimeline
Wilmington Savings Fund Society, FSB43$2.01K<0.01%013F-HRTimeline
MTM Investment Management, LLC42$1.97K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.40$1.87K<0.01%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC34$1.59K<0.01%-15,30113F-HRTimeline
Security National Bank30$1.4K<0.01%new13F-HRTimeline
DAGCO, INC.27$1.26K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…24$1.12K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.22$1.03K<0.01%013F-HRTimeline
Camelot Portfolios, LLC19$889<0.01%new13F-HRTimeline
RHL GROUP, LLC15$702<0.01%13F-HRTimeline
Signature Equity Partners, LLC11$522<0.01%13F-HRTimeline
Murphy & Mullick Capital Management Corp8$374<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.7$309<0.01%013F-HRTimeline
DecisionPoint Financial, LLC3$141<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.3$140<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1$47<0.01%-713F-HRTimelineGroup
Dogwood Wealth Management LLC1$47<0.01%013F-HRTimeline
Networth Advisors, LLC1$47<0.01%13F-HRTimeline
Key Capital Management, INC1$47<0.01%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC0$2<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.