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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

992 managers (1,006 13F filers) reported a position in SPEM shares at 2026-03-31, 251,979,737 shares in all. 73 filers opened a position and 56 filers sold out during the quarter.

Managers
992
13F filers
1,006
New
73
Added
441
Reduced
309
Sold out
56
Shares held by filers
251,979,737

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Prospera Financial Services Inc4,688$220K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC4,666$219K0.04%-23813F-HRTimeline
Ariadne Wealth Management, LP4,653$218K0.1%013F-HRTimeline
Elevation Advisory Partners LLC4,277$215K0.2%13F-HRTimeline
Sun Financial Inc4,093$214K0.11%-19713F-HRTimeline
Capital CS Group, LLC4,547$213K0.44%-87613F-HRTimeline
BURNEY CO/4,531$213K0.01%013F-HRTimeline
Vertrix Wealth Management, LLC4,530$213K0.08%13F-HRTimeline
Orographic Financial Advisors, LLC4,513$211K0.15%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,468$210K0.02%+3513F-HRTimeline
Mutual Advisors, LLC4,462$209K<0.01%new13F-HRTimeline
Headlands Technologies LLC4,423$207K0.02%new13F-HRTimeline
Topsail Wealth Management, LLC4,410$207K0.03%+10013F-HRTimeline
Meridian Wealth Management, LLC4,393$206K0.01%-14613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,392$206K<0.01%013F-HRTimelineGroup
Caprock Group, LLC4,380$205K<0.01%013F-HRTimeline
True Blue Financial, LLC4,359$204K0.16%new13F-HRTimeline
VANCE WEALTH, LLC4,339$204K0.06%-61513F-HRTimeline
Bensler, LLC4,307$202K0.02%013F-HRTimeline
KICKSTAND VENTURES, LLC.4,293$201K0.04%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC4,286$201K0.02%new13F-HRTimeline
Hershey Financial Advisers, LLC4,269$200K0.17%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,212$198K0.01%-1513F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC4,082$191K0.15%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,072$191K<0.01%-1,39213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,873$182K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC3,773$177K<0.01%13F-HRTimelineGroup
WealthShield Partners, LLC3,736$175K0.02%-213F-HRTimeline
Bogart Wealth, LLC3,721$175K0.01%+10013F-HRTimeline
Barnes Dennig Private Wealth Management…3,718$174K0.17%+2,71013F-HRTimeline
Paladin Advisory Group, LLC3,471$163K0.12%013F-HRTimeline
Copia Wealth Management3,464$162K0.11%013F-HRTimeline
LRI Investments, LLC3,387$159K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3,385$159K0.07%+1,75713F-HRTimelineGroup
Creekmur Asset Management LLC3,367$158K11.91%13F-HRTimeline
Root Financial Partners, LLC3,362$158K0.01%+55713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,989$140K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$130K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC2,743$129K<0.01%new13F-HRTimeline
Glassman Wealth Services2,728$128K0.02%+1213F-HRTimeline
SBI Securities Co., Ltd.2,639$124K<0.01%+7313F-HRTimeline
KERR FINANCIAL PLANNING Corp2,390$121K0.09%-2,39013F-HR/ATimeline
BOKF, NAin group BOKF, NA2,560$120K<0.01%+41813F-HRTimelineGroup
Rialto Wealth Management, LLC2,528$119K0.03%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,492$117K0.26%new13F-HRTimeline
GAMMA Investing LLC2,436$114K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC2,397$112K0.01%013F-HRTimeline
Signature Equity Partners, LLC2,364$111K0.06%+2,35313F-HRTimeline
Napier Financial, LLC2,360$111K0.03%new13F-HRTimeline
MeadowBrook Investment Advisors LLC2,124$99.6K0.09%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,108$98.9K0.01%-11213F-HRTimeline
Archer Investment Corp1,986$93.2K0.02%+26213F-HRTimeline
Dunhill Financial, LLC1,984$93.1K0.02%013F-HRTimeline
TSFG, LLC1,964$92K0.01%+42413F-HRTimeline
Synergy Investment Management, LLC1,897$89K0.03%new13F-HRTimeline
BALLAST ADVISORS LLC1,780$83.5K0.02%+2513F-HR/ATimeline
Clearstead Trust, LLC1,739$81.6K0.01%+99213F-HRTimeline
Miller Capital Partners, Inc.1,674$78.5K0.04%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,636$76.8K-7,234Timeline
Sunrise Financial Services, LLC1,609$75.5K0.05%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,608$75.4K0.03%013F-HRTimeline
Covestor Ltd1,468$69K0.05%+83413F-HRTimeline
UMB Bank, n.a.1,431$67.1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC1,424$66.8K0.03%013F-HRTimeline
Sachetta, LLC1,409$66.1K0.04%+83613F-HRTimeline
MJT & Associates Financial Advisory Gro…1,367$64.1K0.05%-2413F-HRTimeline
WFA of San Diego, LLC1,347$63.2K0.05%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,307$61K0.01%-82713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,280$60K<0.01%013F-HRTimeline
Front Row Advisors LLC1,271$59.6K0.02%013F-HRTimeline
Gould Capital, LLC1,252$58.7K0.04%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,163$54.6K<0.01%new13F-HR/ATimeline
Addison Advisors LLC1,145$53.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,128$52.9K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,093$49K<0.01%+31013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tidemark, LLC1,007$47.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…995$46.7K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC946$44.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC943$44.2K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.931$43.7K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.931$43.7K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC862$40.4K0.01%013F-HRTimeline
SIGNATUREFD, LLC857$40.2K<0.01%013F-HRTimeline
Stone House Investment Management, LLC831$39K0.01%013F-HRTimeline
Anchor Investment Management, LLC800$37.5K<0.01%013F-HRTimeline
Key Capital Management, INC787$36.9K0.02%+78613F-HRTimeline
GILL CAPITAL PARTNERS, LLC722$33.9K0.01%new13F-HRTimeline
Robinswood Financial LLC690$32.4K0.01%+47313F-HR/ATimeline
Destiny Wealth Partners, LLC688$32.3K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.685$32.1K<0.01%013F-HRTimeline
Legacy Bridge, LLC671$31.5K0.01%-68013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…645$30.3K<0.01%+13813F-HRTimelineGroup
FIRST HORIZON CORP626$29.4K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/621$29.1K0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP611$28.7K0.01%013F-HRTimeline
Essential Partners LLC608$28.5K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC590$27.7K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.561$26.3K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.560$26.3K0.02%+6213F-HRTimeline
First Command Advisory Services, Inc.556$26.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC543$25.5K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…533$25K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.506$23.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$23.5K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC484$22.7K0.01%013F-HRTimeline
CENTRAL TRUST Co473$22.2K<0.01%+513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP469$22K<0.01%new13F-HRTimelineGroup
Investment Research & Advisory Group, I…452$21.2K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…444$20.8K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.438$20.5K0.01%013F-HRTimeline
MASECO LLP433$20.3K<0.01%013F-HRTimeline
Accent Capital Management, LLC400$18.8K0.01%013F-HR/ATimeline
Blue Trust, Inc.396$18.6K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC372$17.5K0.01%013F-HRTimeline
Sage Mountain Advisors LLC370$17.4K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC334$15.7K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC329$15.5K0.01%-4413F-HRTimeline
3 FACTOR INDEXING, LLC325$15.2K0.01%13F-HRTimeline
Merkkuri Wealth Advisors LLC322$15.1K0.01%new13F-HRTimeline
Essential Investment Partners LLC321$15.1K0.01%013F-HRTimeline
WPG Advisers, LLC315$14.8K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC310$14.5K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co300$14.1K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC299$14K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…294$13.8K<0.01%-56513F-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%013F-HRTimeline
Capital Investment Advisory Services, L…259$12.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC250$11.7K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA240$11.3K<0.01%013F-HRTimelineGroup
Davis Capital Management239$11.2K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors238$11.2K<0.01%013F-HRTimelineGroup
Westend Capital Management, LLC235$11K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC234$11K0.01%013F-HRTimeline
Burk Holdings LLC218$10.2K<0.01%new13F-HRTimeline
Miller Global Investments, LLC215$10.1K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC196$9.19K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC195$9.15K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.193$9.05K<0.01%013F-HRTimeline
EASTERN BANK189$8.87K<0.01%+14113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…183$8.59K<0.01%+18213F-HRTimelineGroup
Sunbelt Securities, Inc.174$8.16K<0.01%013F-HRTimeline
Operose Advisors LLC168$7.88K<0.01%+10513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC160$7.51K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC158$7.41K<0.01%new13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC156$7.32K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…140$6.57K<0.01%013F-HRTimeline
Caitlin John, LLC130$6.12K<0.01%-3,91313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC129$6.05K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC117$5.49K<0.01%new13F-HRTimeline
Intentional Wealth Strategies, LLC117$5.49K0.01%13F-HRTimeline
Creative Capital Management Investments…113$5.3K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…106$4.97K<0.01%013F-HRTimeline
GODSEY & GIBB, INC104$4.88K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC104$4.88K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.98$4.6K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC82$3.85K<0.01%new13F-HRTimeline
Bullock Wealth Management Group81$3.81K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…80$3.75K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC79$3.71K<0.01%-28213F-HRTimeline
PlanVest Financial, Inc79$3.71K<0.01%13F-HRTimeline
Noble Wealth Management PBC70$3.28K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST68$3.19K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.60$3K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…60$2.81K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.53$2.49K<0.01%013F-HRTimeline
Networth Advisors, LLC49$2.3K<0.01%+4813F-HRTimeline
First Pacific Financial46$2.16K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB43$2.02K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC43$2.02K<0.01%new13F-HRTimeline
MTM Investment Management, LLC42$1.97K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.40$1.88K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC30$1.41K<0.01%13F-HRTimeline
DAGCO, INC.27$1.27K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC27$1.27K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.26$1.22K<0.01%new13F-HRTimeline
Truvestments Capital LLC24$1.13K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…24$1.13K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.22$1.03K<0.01%013F-HRTimeline
SHP Wealth Management19$891<0.01%new13F-HRTimeline
Strategic Advocates LLC16$751<0.01%-4013F-HRTimeline
RHL GROUP, LLC15$704<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp8$375<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.7$310<0.01%013F-HRTimeline
DecisionPoint Financial, LLC3$141<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.3$141<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$94<0.01%-34913F-HRTimelineGroup
Activest Wealth Management2$94<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1$47<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC1$47<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.