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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

824 managers (831 13F filers) reported a position in SPEM shares at 2024-12-31, 197,023,003 shares in all. 49 filers opened a position and 50 filers sold out during the quarter.

Managers
824
13F filers
831
New
49
Added
334
Reduced
289
Sold out
50
Shares held by filers
197,023,003

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Creative Planningin group Creative Planning23,247,782$892M0.87%+251,90013F-HRTimelineGroup
Financial Engines Advisors L.L.C.18,659,764$716M1.51%+205,59013F-HRTimeline
LPL Financial LLC10,086,404$387M0.16%+442,12613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,214,856$315M+908,548Timeline
Allworth Financial LP6,486,557$250M1.38%+189,09213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,813,700$223M0.68%+487,82413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,558,930$213M0.01%-731,48913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,027,304$193M0.05%+313,71613F-HRTimelineGroup
Horizon Investments, LLC4,477,662$172M4.93%+109,67813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,633,452$139M0.01%+662,71113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,127,918$120M0.1%+21,87913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,956,916$113M0.01%+742,17913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,694,747$103M0.02%+740,98013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,220,674$85.2M0.18%+115,74913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC2,143,153$82.2M0.93%-11,29313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,989,623$76.3M0.03%13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,948,457$74.8M0.2%-264,05813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,925,065$73.9M+453,431Timeline
Aptus Capital Advisors, LLC1,895,200$72.7M0.87%+217,86213F-HRTimeline
CWM, LLCin group CWM, LLC1,801,524$69.1M0.29%+506,28213F-HRTimelineGroup
Stadion Money Management, LLC1,769,660$67.9M5.31%-23,63913F-HRTimeline
Cetera Investment Advisers1,639,953$62.9M0.13%+169,30013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,632,003$62.6M0.02%+112,11713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,627,987$62.5M0.01%+7,09913F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC1,555,897$59.7M0.51%-16,10413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,449,015$55.6M0.09%-24,30513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,281,702$45.3M0.1%+37,45213F-HR/ATimelineGroup
Private Advisor Group, LLC1,160,956$44.5M0.25%+79,20913F-HRTimeline
HighTower Advisors, LLC1,125,455$43.2M0.06%+6,61413F-HRTimeline
Advisory Alpha, LLC1,112,922$42.7M1.52%-52,13013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,097,891$42.1M0.01%+115,14013F-HRTimelineGroup
JNBA Financial Advisors1,041,290$40M4.08%-56,37013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,024,841$39.3M0.08%-36,79413F-HR/ATimeline
BlueStem Wealth Partners, LLC991,674$38.1M5%13F-HRTimeline
GeoWealth Management, LLC969,628$37.2M1.22%-112,47213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.913,714$35.1M0.33%+28,73013F-HRTimelineGroup
Koss-Olinger Consulting, LLC855,516$32.8M2.88%+36,40713F-HRTimeline
Luken Investment Analytics, LLC834,276$32M14.82%-2,27013F-HRTimeline
McNamara Financial Services, Inc.817,092$31.4M7.37%-76,66413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC808,126$31M0.14%+5,66313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC757,157$29.1M0.1%+41,91313F-HRTimeline
Betterment LLC734,875$28.2M0.07%+149,42213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC732,993$28.1M3.5%+37,44013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO722,859$27.7M0.04%+284,26313F-HRTimelineGroup
NewEdge Advisors, LLC713,240$27.4M0.16%+132,29813F-HRTimeline
Global Strategic Investment Solutions, …697,535$26.8M3.13%+3,03213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC681,531$26.1M0.27%+44,93413F-HRTimelineGroup
Clearstead Advisors, LLC680,062$26.1M0.4%+10,56413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC661,733$25.4M0.4%+9,85013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO656,428$25.2M<0.01%+18,77413F-HRTimelineGroup
Trilogy Capital Inc.644,283$24.7M1.27%+4,39413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…574,200$23.1M0.04%-16,74913F-HRTimelineGroup
AlphaStar Capital Management, LLC597,217$22.9M2.4%+21,95113F-HRTimeline
Pineridge Advisors LLC594,219$22.8M8.61%+80,45413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.583,833$22.4M1.4%-30,14613F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC568,267$21.8M0.99%-100,29313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC564,828$21.7M0.54%+6,17413F-HRTimeline
Beacon Pointe Advisors, LLC547,524$21M0.23%-21,93813F-HRTimeline
Financial Strategies Group, Inc.561,627$21M5.02%-1,48913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…524,369$20.1M0.5%-58,04413F-HRTimelineGroup
Valmark Advisers, Inc.522,126$20M0.31%-18,58013F-HRTimeline
Venturi Wealth Management, LLC516,287$19.8M0.97%+68,62913F-HRTimeline
Ballentine Partners, LLC508,176$19.5M0.33%-14,46013F-HRTimeline
KWB Wealth469,447$19.4M2.4%-70,31713F-HRTimeline
Impact Partnership Wealth, LLC496,324$19M3.84%+49,47013F-HRTimeline
CGN Advisors LLC485,319$18.6M1.81%+16,70413F-HRTimeline
Cambridge Investment Research Advisors,…484,573$18.6M0.06%+33,24913F-HRTimeline
Capital Asset Advisory Services LLC476,122$18.3M0.9%+22,41513F-HRTimeline
Heritage Family Offices, LLP446,891$17.1M8.56%+1,25113F-HRTimeline
WCG Wealth Advisors LLC444,332$17M1.13%+3,74613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC420,136$16.1M3.73%+14,10313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC413,001$15.8M6.79%+28,23913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.408,642$15.7M1.99%+1,46813F-HRTimeline
ERn Financial, LLC393,732$15.1M2.27%+1,14713F-HRTimeline
N.E.W. Advisory Services LLC390,138$15M1.42%-41,91413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC385,342$14.8M2.76%+92,24213F-HRTimeline
Allen Capital Group, LLC376,792$14.5M1.77%+3,92313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…375,549$14.4M0.04%-3,35713F-HRTimelineGroup
Chaney Capital Management, Inc.374,142$14.4M6.79%+50,04313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC367,841$14.1M0.02%+9,73513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding355,560$13.6M-69,035Timeline
Banco Santander, S.A.in group Banco Santander, S.A.347,719$13.3M0.16%+21,93213F-HRTimelineGroup
Rodgers & Associates, LTD343,027$13.2M1.57%-5,29713F-HRTimeline
SigFig Wealth Management, LLC355,053$13.1M0.48%-21,08813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC341,804$13.1M0.11%+20,91613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC338,374$13M0.96%+5,06113F-HRTimeline
Walkner Condon Financial Advisors LLC333,409$12.8M2.6%-7,98713F-HRTimeline
Independent Advisor Alliance328,192$12.6M0.17%+323,11013F-HRTimeline
Aspire Private Capital, LLC314,743$12.1M3%-48,30113F-HRTimeline
Tortoise Investment Management, LLC302,406$11.6M1.23%+10,48613F-HR/ATimeline
Atlas Private Wealth Advisors301,469$11.6M1.64%-3,99413F-HRTimeline
Sterneck Capital Management, LLC295,298$11.3M6.12%+1,37013F-HRTimeline
Elm Partners Management LLC267,997$10.3M0.7%new13F-HRTimeline
TRUEFG, LLC267,236$10.3M3.35%+1,35913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.265,297$10.2M4.96%+6,71413F-HRTimeline
FORBES J M & CO LLP265,153$10.2M0.98%+1,72813F-HRTimeline
Onyx Bridge Wealth Group LLC264,312$10.1M1.46%+231,05013F-HRTimeline
Geneos Wealth Management Inc.259,887$9.97M0.35%+24,18013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management251,702$9.66M0.14%-9,93213F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …247,043$9.48M2.17%+8,79413F-HRTimelineGroup
Better Money Decisions, LLC246,604$9.46M6.56%+24,64813F-HRTimeline
Peak Financial Management, Inc.243,718$9.35M2.8%+6,99713F-HRTimeline
Facet Wealth, Inc.234,928$9.2M0.24%-15,21913F-HRTimeline
Sugarloaf Wealth Management, LLC237,808$9.12M1.73%+5,70513F-HRTimeline
Sanctuary Advisors, LLC229,145$8.95M0.06%-1,71413F-HRTimeline
Marathon Strategic Advisors, LLC228,353$8.76M9.48%+8,37713F-HRTimeline
Global Retirement Partners, LLC227,827$8.74M0.25%+15,70913F-HRTimeline
Good Life Advisors, LLC223,314$8.57M0.62%+25,67513F-HRTimeline
Second Line Capital, LLC216,101$8.29M2.24%+3,18013F-HRTimeline
Atria Wealth Solutions, Inc.215,491$8.27M0.09%-9,33713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …214,948$8.25M0.7%new13F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC214,785$8.24M1.74%+1,16813F-HRTimeline
WRAPMANAGER INC214,551$8.23M2.11%+19,63713F-HRTimeline
Arax Advisory Partners212,822$8.17M0.51%+212,25713F-HRTimeline
Vestmark Advisory Solutions, Inc.211,256$8.11M0.28%+131,41913F-HRTimeline
Opes Wealth Management LLC210,206$8.07M1.65%+3,90913F-HRTimeline
HARBOUR INVESTMENTS, INC.209,166$8.03M0.23%+6,21613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co199,720$7.66M<0.01%-16,47413F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC198,395$7.61M2.66%+8,37413F-HRTimeline
Fort Point Capital Partners LLC193,530$7.43M0.83%-7,52413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…191,664$7.35M<0.01%+70,30913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC191,614$7.35M0.39%+50,65513F-HRTimeline
Advyzon Investment Management, LLC190,601$7.31M2.82%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC189,087$7.26M0.93%+90513F-HRTimeline
Signal Advisors Wealth, LLC188,367$7.23M0.82%+182,95513F-HRTimeline
Avior Wealth Management, LLC185,959$7.14M0.26%-95113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC185,560$7.12M0.21%new13F-HRTimeline
TPG Financial Advisors, LLC185,004$7.1M3.09%-89,55213F-HRTimeline
Sharkey, Howes & Javer184,157$7.07M0.99%+16,11613F-HRTimeline
JDM Financial Group LLC183,168$7.03M3.65%+26,17113F-HRTimeline
BRIGHTON SECURITIES CORP.179,425$6.88M3.35%13F-HRTimeline
Orion Porfolio Solutions, LLC177,474$6.81M0.07%-6,85113F-HRTimeline
Orion Portfolio Solutions, LLC177,474$6.81M0.07%-6,85113F-HRTimeline
Cascade Financial Partners, LLC176,378$6.77M0.88%+7,00013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…173,922$6.67M0.15%+21,19213F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC172,962$6.64M0.31%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…172,073$6.6M1.05%-58,84613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…171,797$6.59M0.06%-7,35213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC169,246$6.49M0.27%+10,42913F-HR/ATimeline
Grey Fox Wealth Advisors, LLC168,865$6.48M1.78%+5,95313F-HRTimeline
Values Added Financial LLC168,532$6.47M3.74%-2,18513F-HRTimeline
Integrated Investment Consultants, LLC189,758$6.43M1.33%+26,86613F-HR/ATimeline
Cassaday & Co Wealth Management LLC166,890$6.4M0.17%new13F-HRTimeline
Merit Financial Group, LLC164,100$6.3M0.11%+2,00713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC164,100$6.3M0.01%new13F-HRTimeline
DOHJ, LLC163,766$6.28M1.45%-5,37513F-HRTimeline
LexAurum Advisors, LLC163,414$6.27M1.24%+9,19013F-HRTimeline
Millington Financial Advisors, LLC161,507$6.21M3.61%+3,72113F-HRTimeline
ABOUND FINANCIAL, LLC161,453$6.19M3.14%13F-HRTimeline
David Kennon Inc161,311$6.19M2.44%+2,34913F-HRTimeline
Moss Adams Wealth Advisors LLC161,023$6.18M0.65%+6,98313F-HRTimeline
CSM Advisors, LLC159,901$6.14M0.29%+79,40013F-HR/ATimeline
CW Advisors, LLC156,019$5.99M0.08%-3,92813F-HRTimeline
Affiance Financial, LLC155,987$5.99M1.43%+9,32413F-HRTimeline
Optimist Retirement Group LLC155,987$5.99M2.83%+3,17113F-HRTimeline
Plan A Wealth LLC154,984$5.95M5.44%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC152,096$5.84M0.05%-9,69313F-HRTimelineGroup
Fiduciary Alliance LLC152,052$5.83M0.59%+7,43713F-HRTimeline
Financial Insights, Inc.151,762$5.82M2.16%-25,41313F-HRTimeline
Windsor Capital Management, LLC149,570$5.74M1.7%+29513F-HRTimeline
Savvy Advisors, Inc.147,246$5.65M0.68%+34,28113F-HRTimeline
RFG Advisory, LLC144,796$5.56M0.16%+16,39913F-HRTimeline
Waverly Advisors, LLC144,229$5.53M0.09%+2,37113F-HRTimeline
Obsidian Personal Planning Solutions LLC142,746$5.53M2.67%+8,71213F-HRTimeline
Towercrest Capital Management144,067$5.53M0.89%+1,86013F-HRTimeline
INTEGRITY ALLIANCE, LLC.143,864$5.52M0.6%13F-HRTimeline
Integrated Wealth Concepts LLC141,926$5.45M0.06%+10,02713F-HRTimeline
COMERICA BANK141,437$5.43M0.02%+52,48213F-HR/ATimeline
Rinkey Investments140,528$5.39M1.73%-82,75313F-HRTimeline
Brown Financial Advisory139,501$5.35M3.81%-4,65113F-HRTimeline
McNaughton Wealth Management, LLC139,095$5.34M2.57%+1,68413F-HRTimeline
ProVise Management Group, LLC137,419$5.27M0.45%+4,90013F-HRTimeline
Uptown Financial Advisors LLC137,201$5.26M5.68%13F-HRTimeline
Vision Capital Management, Inc.135,028$5.18M0.76%-1,47013F-HRTimeline
Mason & Associates Inc134,497$5.16M1.21%+80,43413F-HRTimeline
Raleigh Capital Management Inc.133,119$5.11M1.97%-7,23013F-HRTimeline
Pure Financial Advisors, LLC132,338$5.08M0.12%+2,49713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC131,550$5.05M0.2%-93013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP130,678$5.01M0.01%-9,83613F-HRTimelineGroup
IHT Wealth Management, LLC130,603$5.01M0.16%-66,85313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC130,142$4.99M0.45%-6,35413F-HRTimeline
Red Wave Investments LLC127,206$4.88M1.71%-8,28113F-HRTimeline
R. W. Roge & Company, Inc.125,823$4.83M2.6%+106,34213F-HRTimeline
Leicht Financial Planning & Wealth Mana…125,412$4.81M2.46%-80413F-HRTimeline
Probity Advisors, Inc.123,711$4.75M0.91%-6,14913F-HRTimeline
Optas, LLC122,888$4.72M1.02%+1,21613F-HRTimeline
CX Institutional120,656$4.63M0.18%+31,63113F-HRTimeline
Financial Enhancement Group LLC123,977$4.6M0.7%-4,22913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV117,081$4.49M0.37%+8,40613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC116,026$4.45M<0.01%+32,81913F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC115,481$4.43M1%+1,23813F-HRTimeline
Melone Private Wealth, LLC114,240$4.38M2.27%+1,74813F-HRTimeline
Fonville Wealth Management LLC113,672$4.36M1.44%+4,07513F-HRTimeline
Wolff Financial Management LLC113,643$4.36M1.21%+8,13413F-HRTimeline
Boltwood Capital Management111,395$4.27M1.3%-12013F-HRTimeline
Delta Wealth Advisors LLC110,527$4.24M4%-7,31413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK102,363$4.23M0.38%013F-HRTimeline
Mason & Associates, LLC110,126$4.23M1.26%+6,86913F-HRTimeline
Brooklyn FI, LLC108,999$4.18M1.39%+12,28313F-HR/ATimeline
Municipal Employees' Retirement System …107,144$4.11M0.06%-2,91213F-HRTimeline