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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

832 managers (840 13F filers) reported a position in SPEM shares at 2025-03-31, 197,801,668 shares in all. 63 filers opened a position and 49 filers sold out during the quarter.

Managers
832
13F filers
840
New
63
Added
341
Reduced
308
Sold out
49
Shares held by filers
197,801,668

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Creative Planningin group Creative Planning22,673,981$893M0.84%-573,80113F-HRTimelineGroup
Financial Engines Advisors L.L.C.18,595,619$732M1.57%-64,14513F-HRTimeline
LPL Financial LLC10,706,453$422M0.16%+620,04913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,829,508$348M+614,652Timeline
Allworth Financial LP6,567,549$258M1.45%+80,99213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,065,716$239M0.74%+252,01613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,322,429$210M0.01%-236,50113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,109,614$201M0.01%+1,476,16213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,060,826$199M0.05%+33,52213F-HRTimelineGroup
Horizon Investments, LLC4,458,446$176M5.23%-19,21613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,274,058$129M0.11%+146,14013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,766,398$109M0.22%+545,72413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,528,964$99.6M0.02%-165,78313F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC2,360,591$92.9M0.99%+217,43813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,194,578$86.4M+269,513Timeline
Aptus Capital Advisors, LLC2,136,956$84.1M0.95%+241,75613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,118,499$83.4M0.03%+128,87613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,955,877$77M0.31%+154,35313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,904,975$75M0.21%-43,48213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,811,417$71.3M0.02%+179,41413F-HRTimelineGroup
Cetera Investment Advisers1,736,317$68.4M0.13%+96,36413F-HRTimeline
Stadion Money Management, LLC1,695,161$66.7M6.65%-74,49913F-HRTimeline
UBS Group AGin group UBS Group AG1,591,895$62.7M0.01%-36,09213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,557,435$61.3M0.1%+108,42013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,472,993$58M0.1%new13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,468,987$57.8M0.01%-1,487,92913F-HRTimelineGroup
HighTower Advisors, LLC1,274,182$50.2M0.07%+148,72713F-HRTimeline
Private Advisor Group, LLC1,185,847$46.7M0.28%+24,89113F-HRTimeline
Advisory Alpha, LLC1,166,226$45.9M1.56%+53,30413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,042,018$41M0.01%-55,87313F-HR/ATimelineGroup
JNBA Financial Advisors1,010,439$39.8M4.12%-30,85113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…879,660$34.6M0.07%-145,18113F-HRTimeline
Koss-Olinger Consulting, LLC878,265$34.6M2.91%+22,74913F-HRTimeline
McNamara Financial Services, Inc.862,674$34M7.31%+45,58213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.854,140$33.6M0.32%-59,57413F-HRTimelineGroup
Betterment LLC812,518$32M0.08%+77,64313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC801,624$31.7M0.14%-6,50213F-HRTimelineGroup
3EDGE Asset Management, LP777,050$30.6M2.08%+747,17113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC774,997$30.5M3.67%+42,00413F-HRTimeline
GeoWealth Management, LLC765,221$30.1M1.21%-204,40713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO749,472$29.5M<0.01%+93,04413F-HRTimelineGroup
NewEdge Advisors, LLC730,558$28.8M0.17%+17,31813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.725,004$28.5M0.06%-556,69813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC702,028$27.6M0.34%+20,49713F-HRTimelineGroup
Global Strategic Investment Solutions, …695,770$27.4M3.17%-1,76513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO679,031$26.7M0.03%-43,82813F-HR/ATimelineGroup
BlueStem Wealth Partners, LLC636,261$25M3.42%-355,41313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC626,650$24.7M0.67%+61,82213F-HRTimeline
Pineridge Advisors LLC626,453$24.7M9.64%+32,23413F-HRTimeline
Geneos Wealth Management Inc.537,638$24.5M0.36%+277,75113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…613,468$24.2M0.64%+89,09913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC595,249$23.4M0.08%-161,90813F-HRTimeline
AlphaStar Capital Management, LLC586,243$23.1M2.32%-10,97413F-HRTimeline
Beacon Pointe Advisors, LLC585,553$23.1M0.26%+38,02913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC581,990$22.9M1.08%+13,72313F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.568,742$22.4M1.34%-15,09113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…546,141$22M0.05%-28,05913F-HR/ATimelineGroup
CGN Advisors LLC551,890$21.7M2.13%+66,57113F-HRTimeline
Financial Strategies Group, Inc.566,590$21.4M5.06%+4,96313F-HRTimeline
Capital Asset Advisory Services LLC539,487$21.4M1.09%+63,36513F-HRTimeline
Cambridge Investment Research Advisors,…518,012$20.4M0.07%+33,43913F-HRTimeline
Valmark Advisers, Inc.516,971$20.4M0.31%-5,15513F-HRTimeline
Venturi Wealth Management, LLC499,174$19.7M1.02%-17,11313F-HRTimeline
Ballentine Partners, LLC490,729$19.3M0.33%-17,44713F-HRTimeline
Impact Partnership Wealth, LLC481,831$19M4.05%-14,49313F-HRTimeline
KWB Wealth462,278$17.7M2.14%-7,16913F-HRTimeline
N.E.W. Advisory Services LLC449,585$17.7M1.35%+59,44713F-HRTimeline
GREAT LAKES ADVISORS, LLC446,006$17.6M0.16%-1,109,89113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC426,328$16.8M3.05%+40,98613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC425,894$16.8M4.3%+5,75813F-HR/ATimeline
CAPITAL WEALTH MANAGEMENT, LLC424,050$16.7M6.93%+11,04913F-HRTimeline
Chaney Capital Management, Inc.407,236$16M7.14%+33,09413F-HRTimeline
Heritage Family Offices, LLP404,452$15.9M8.14%-42,43913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding387,992$15.3M+32,432Timeline
Allen Capital Group, LLC385,944$15.2M1.74%+9,15213F-HRTimeline
WCG Wealth Advisors LLC385,202$15.2M1.15%-59,13013F-HR/ATimeline
Facet Wealth, Inc.364,257$14.9M0.38%+129,32913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…377,099$14.8M0.04%+1,55013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.371,670$14.6M1.83%-36,97213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC368,154$14.5M0.02%+31313F-HRTimeline
ERn Financial, LLC363,775$14.3M2.26%-29,95713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC360,698$14.2M1.03%+22,32413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.358,935$14.1M6.74%+93,63813F-HRTimeline
Rodgers & Associates, LTD346,672$13.6M1.66%+3,64513F-HRTimeline
WRAPMANAGER INC331,756$13.1M3.43%+117,20513F-HRTimeline
SigFig Wealth Management, LLC340,082$12.8M0.46%-14,97113F-HRTimeline
Moss Adams Wealth Advisors LLC319,483$12.6M1.32%+158,46013F-HRTimeline
Tortoise Investment Management, LLC312,109$12.3M1.28%+9,70313F-HR/ATimeline
Aspire Private Capital, LLC299,994$11.8M2.94%-14,74913F-HRTimeline
Austin Private Wealth, LLC296,400$11.7M1.05%+206,51213F-HRTimeline
Sterneck Capital Management, LLC293,901$11.6M6.25%-1,39713F-HRTimeline
Elm Partners Management LLC290,454$11.4M0.59%+22,45713F-HR/ATimeline
FORBES J M & CO LLP278,382$11M1.06%+13,22913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …273,424$10.8M2.35%13F-HRTimelineGroup
TRUEFG, LLC269,039$10.6M3.49%+1,80313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…266,184$10.5M0.01%+74,52013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.263,180$10.4M0.11%-84,53913F-HRTimelineGroup
Atlas Private Wealth Advisors262,269$10.3M1.44%-39,20013F-HRTimeline
Peak Financial Management, Inc.252,964$9.96M2.98%+9,24613F-HRTimeline
Better Money Decisions, LLC252,371$9.94M6.63%+5,76713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments241,864$9.52M0.69%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management236,438$9.31M0.13%-15,26413F-HRTimelineGroup
Marathon Strategic Advisors, LLC233,502$9.19M9.88%+5,14913F-HRTimeline
INTEGRITY ALLIANCE, LLC.230,055$9.06M0.36%+86,19113F-HRTimeline
Good Life Advisors, LLC228,392$8.99M0.63%+5,07813F-HRTimeline
Second Line Capital, LLC226,218$8.91M2.3%+10,11713F-HRTimeline
West Wealth Group, LLC223,912$8.85M2.62%+133,29113F-HRTimeline
Sanctuary Advisors, LLC222,527$8.76M0.06%-6,61813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …215,454$8.52M0.56%+50613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC214,410$8.44M0.44%+22,79613F-HRTimeline
Valtinson Bruner Financial Planning LLC207,001$8.15M2.75%+8,60613F-HRTimeline
HARBOUR INVESTMENTS, INC.204,646$8.06M0.23%-4,52013F-HRTimeline
Fort Point Capital Partners LLC203,091$8M0.89%+9,56113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP202,453$7.97M0.01%+71,77513F-HRTimelineGroup
Savvy Advisors, Inc.196,649$7.74M0.78%+49,40313F-HRTimeline
Signal Advisors Wealth, LLC195,958$7.71M0.75%+7,59113F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding195,771$7.71MnewTimeline
BRIGHTON SECURITIES CORP.191,694$7.55M3.68%+12,26913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…190,647$7.51M0.16%+16,72513F-HRTimelineGroup
JDM Financial Group LLC190,498$7.5M3.81%+7,33013F-HRTimeline
Cascade Financial Partners, LLC189,861$7.47M0.94%+13,48313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC185,560$7.31M0.22%013F-HRTimeline
Advyzon Investment Management, LLC182,593$7.19M2.54%-8,00813F-HRTimeline
Sharkey, Howes & Javer181,479$7.14M1.02%-2,67813F-HRTimeline
Orion Porfolio Solutions, LLC181,068$7.13M0.07%+3,59413F-HRTimeline
Orion Portfolio Solutions, LLC181,068$7.13M0.07%+3,59413F-HR/ATimeline
Grey Fox Wealth Advisors, LLC180,401$7.1M1.89%+11,53613F-HRTimeline
Opes Wealth Management LLC179,716$7.08M1.43%-30,49013F-HRTimeline
Integrated Investment Consultants, LLC178,904$7.04M1.4%-10,85413F-HR/ATimeline
Compton Financial Group, LLC178,571$7.03M2.02%new13F-HRTimeline
TPG Financial Advisors, LLC173,558$6.83M3.02%-11,44613F-HRTimeline
Values Added Financial LLC167,622$6.6M3.66%-91013F-HRTimeline
LexAurum Advisors, LLC165,867$6.53M1.25%+2,45313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co165,722$6.52M<0.01%-33,99813F-HR/ATimelineGroup
Avior Wealth Management, LLC163,179$6.42M0.24%-22,78013F-HRTimeline
DOHJ, LLC162,563$6.4M1.46%-1,20313F-HRTimeline
Affiance Financial, LLC161,569$6.36M1.48%+5,58213F-HRTimeline
David Kennon Inc161,341$6.35M2.53%+3013F-HRTimeline
ABOUND FINANCIAL, LLC160,921$6.34M3.21%-53213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC160,007$6.3M0.85%-29,08013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…159,978$6.3M0.05%-11,81913F-HRTimelineGroup
CSM Advisors, LLC159,901$6.29M0.34%013F-HRTimeline
COMERICA BANK156,170$6.15M0.03%+14,73313F-HRTimeline
Optimist Retirement Group LLC155,825$6.13M3.07%-16213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC155,484$6.12M0.26%-13,76213F-HR/ATimeline
Windsor Capital Management, LLC154,946$6.1M1.87%+5,37613F-HRTimeline
RFG Advisory, LLC154,484$6.08M0.16%+9,68813F-HRTimeline
Waverly Advisors, LLC154,282$6.07M0.07%+10,05313F-HRTimeline
Financial Insights, Inc.153,319$6.04M2.4%+1,55713F-HRTimeline
Fiduciary Alliance LLC153,086$6.03M0.59%+1,03413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC150,994$5.95M0.22%+19,44413F-HRTimelineGroup
CW Advisors, LLC150,766$5.94M0.07%-5,25313F-HRTimeline
Millington Financial Advisors, LLC158,205$5.92M3.64%-3,30213F-HRTimeline
Trilogy Capital Inc.149,664$5.89M0.31%-494,61913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC149,450$5.88M0.05%-2,64613F-HR/ATimelineGroup
Midwest Capital Advisors, LLC147,963$5.83M3.58%+80,94513F-HRTimeline
Cassaday & Co Wealth Management LLC145,209$5.72M0.16%-21,68113F-HRTimeline
CX Institutional144,395$5.68M0.21%+23,73913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC144,384$5.68M<0.01%+28,35813F-HRTimelineGroup
ProVise Management Group, LLC143,198$5.64M0.48%+5,77913F-HRTimeline
Uptown Financial Advisors LLC142,754$5.62M5.81%+5,55313F-HRTimeline
Wealth Alliance Advisory Group, LLC142,548$5.61M1.16%-72,23713F-HRTimeline
Raleigh Capital Management Inc.142,400$5.61M2.54%+9,28113F-HRTimeline
Clearstead Advisors, LLC142,394$5.61M0.09%-537,66813F-HRTimeline
Revisor Wealth Management LLC138,600$5.46M2.43%+65,34713F-HRTimeline
Mason & Associates Inc136,894$5.39M1.34%+2,39713F-HRTimeline
Atria Wealth Solutions, Inc.135,620$5.34M0.06%-79,87113F-HRTimeline
Integrated Wealth Concepts LLC134,695$5.3M0.06%-7,23113F-HRTimeline
IHT Wealth Management, LLC134,428$5.29M0.17%+3,82513F-HRTimeline
ONE Advisory Partners, LLC134,402$5.29M2.26%+56,23413F-HRTimeline
Pure Financial Advisors, LLC134,152$5.28M0.11%+1,81413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV132,904$5.23M0.42%+15,82313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC131,007$5.14M0.44%+86513F-HRTimeline
WealthTrak Capital Management LLC130,500$5.14M4.43%+33,59613F-HRTimeline
Vision Capital Management, Inc.129,928$5.12M0.74%-5,10013F-HRTimeline
Obsidian Personal Planning Solutions LLC129,341$5.09M2.28%-13,40513F-HRTimeline
Towercrest Capital Management128,936$5.08M0.96%-15,13113F-HRTimeline
Perigon Wealth Management, LLC128,751$5.07M0.13%+109,67413F-HRTimeline
Portside Wealth Group, LLC126,356$4.97M0.81%+25,23413F-HR/ATimeline
Fonville Wealth Management LLC124,407$4.89M1.44%+10,73513F-HRTimeline
Leicht Financial Planning & Wealth Mana…123,991$4.88M2.55%-1,42113F-HRTimeline
Mason & Associates, LLC123,948$4.88M1.41%+13,82213F-HRTimeline
Optas, LLC122,308$4.82M0.84%-58013F-HRTimeline
VestGen Advisors, LLC121,672$4.79M0.22%13F-HRTimeline
Brooklyn FI, LLC120,349$4.74M1.46%+11,35013F-HRTimeline
Delta Wealth Advisors LLC120,097$4.73M4.29%+9,57013F-HRTimeline
Red Wave Investments LLC120,060$4.73M1.7%-7,14613F-HRTimeline
Melone Private Wealth, LLC118,799$4.68M2.45%+4,55913F-HRTimeline
Arax Advisory Partners117,633$4.63M0.3%-95,18913F-HRTimeline
Rinkey Investments116,941$4.6M1.46%-23,58713F-HRTimeline
Probity Advisors, Inc.116,491$4.59M0.88%-7,22013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…116,399$4.58M0.84%-55,67413F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC114,129$4.49M0.86%+85,24913F-HRTimeline
Financial Enhancement Group LLC117,003$4.49M0.7%-6,97413F-HRTimeline
RIVERSEDGE ADVISORS, LLC113,810$4.48M1%-1,67113F-HRTimeline
Plan A Wealth LLC113,801$4.48M3.47%-41,18313F-HRTimeline
Boltwood Capital Management111,710$4.4M1.34%+31513F-HRTimeline
Wolff Financial Management LLC111,605$4.39M1.22%-2,03813F-HRTimeline
Mascoma Wealth Management LLC111,166$4.38M1.09%+7,21413F-HRTimeline
ORBA Wealth Advisors, L.L.C.108,024$4.25M2.14%+11,79013F-HRTimeline