Skip to content
Disclosery

SPEM SPDR INDEX SHS FDS

Follow

SHS (fund)

865 managers (874 13F filers) reported a position in SPEM shares at 2025-06-30, 215,469,905 shares in all. 88 filers opened a position and 53 filers sold out during the quarter.

Managers
865
13F filers
874
New
88
Added
389
Reduced
281
Sold out
53
Shares held by filers
215,469,905

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Creative Planningin group Creative Planning22,882,892$978M0.84%+208,91113F-HRTimelineGroup
Financial Engines Advisors L.L.C.17,957,512$768M1.53%-638,10713F-HRTimeline
LPL Financial LLC11,653,686$498M0.17%+947,23313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co10,916,062$467M0.08%+10,750,34013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,469,548$362M-359,960Timeline
Allworth Financial LP6,689,099$286M1.37%+121,55013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,429,778$232M0.02%+320,16413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,339,952$228M0.06%+279,12613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,954,573$212M0.55%-1,111,14313F-HRTimelineGroup
Horizon Investments, LLC4,295,710$184M2.91%-162,73613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,716,860$159M0.01%-1,605,56913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,380,284$144M0.11%+106,22613F-HRTimelineGroup
3EDGE Asset Management, LP3,182,524$136M8.46%+2,405,47413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,670,904$114M0.2%-95,49413F-HRTimelineGroup
Aptus Capital Advisors, LLC2,505,869$107M1.06%+368,91313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,477,285$106M0.02%-51,67913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,264,434$96.8M0.03%+145,93513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,225,833$95.1M+31,255Timeline
CWM, LLCin group CWM, LLC2,190,512$93.6M0.33%+234,63513F-HRTimelineGroup
Betterment LLC1,824,389$78M0.17%+1,011,87113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,807,838$77.3M0.02%-3,57913F-HRTimelineGroup
Cetera Investment Advisers1,667,857$71.3M0.12%-68,46013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,666,335$71.2M0.1%+108,90013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,561,642$66.7M0.01%-30,25313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,491,840$63.8M0.01%+22,85313F-HRTimelineGroup
HighTower Advisors, LLC1,418,921$60.6M0.08%+144,73913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,408,001$60.2M0.1%-64,99213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,382,531$59.1M0.14%-522,44413F-HRTimelineGroup
Stadion Money Management, LLC1,309,169$56M4.59%-385,99213F-HRTimeline
Elm Partners Management LLC1,239,305$53M2.47%+948,85113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,176,122$49.2M0.09%+451,11813F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC1,141,575$48.8M1.22%+996,36613F-HRTimeline
Advisory Alpha, LLC1,138,987$48.7M1.52%-27,23913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,102,828$47.1M0.01%+60,81013F-HR/ATimelineGroup
Private Advisor Group, LLC1,054,166$45.1M0.24%-131,68113F-HRTimeline
JNBA Financial Advisors996,962$42.6M4.1%-13,47713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO993,049$42.4M<0.01%+243,57713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.985,350$42.1M0.35%+131,21013F-HRTimelineGroup
BlueStem Wealth Partners, LLC984,214$42.1M5.17%+347,95313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…863,739$37.3M0.06%-15,92113F-HRTimeline
McNamara Financial Services, Inc.858,301$36.7M7.27%-4,37313F-HRTimeline
Koss-Olinger Consulting, LLC810,340$34.6M2.84%-67,92513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC800,152$34.2M0.14%-1,47213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO786,093$33.6M0.04%+107,06213F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC783,482$33.5M3.73%+8,48513F-HRTimeline
GeoWealth Management, LLC757,286$32.4M1.26%-7,93513F-HRTimeline
Cambridge Investment Research Advisors,…733,297$31.3M0.1%+215,28513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…688,270$29.4M0.68%+74,80213F-HRTimelineGroup
Global Strategic Investment Solutions, …688,119$29.4M3.14%-7,65113F-HRTimeline
Advocacy Wealth Management, LLC681,809$29.1M1.79%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC661,833$28.3M0.68%+35,18313F-HRTimeline
MML INVESTORS SERVICES, LLC642,999$27.5M0.08%+47,75013F-HRTimeline
Pineridge Advisors LLC640,614$27.4M9.92%+14,16113F-HRTimeline
GREAT LAKES ADVISORS, LLC638,692$27.3M0.23%+192,68613F-HRTimeline
Impact Partnership Wealth, LLC630,359$26.9M4.97%+148,52813F-HRTimeline
NewEdge Advisors, LLC619,879$26.5M0.14%-110,67913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC616,373$26.3M1.14%+34,38313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC614,170$26.2M0.24%-87,85813F-HRTimelineGroup
Venturi Wealth Management, LLC607,931$26M1.28%+108,75713F-HRTimeline
AlphaStar Capital Management, LLC601,225$25.7M1.81%+14,98213F-HRTimeline
Capital Asset Advisory Services LLC597,221$25.6M1.2%+57,73413F-HRTimeline
Financial Strategies Group, Inc.585,722$25.1M5.23%+19,13213F-HRTimeline
Beacon Pointe Advisors, LLC585,057$25M0.26%-49613F-HRTimeline
CGN Advisors LLC569,181$24.3M2.17%+17,29113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.548,067$23.4M1.21%-20,67513F-HRTimelineGroup
KWB Wealth581,753$22.9M2.78%+119,47513F-HRTimeline
Valmark Advisers, Inc.511,500$21.9M0.3%-5,47113F-HRTimeline
Ballentine Partners, LLC486,126$20.8M0.31%-4,60313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC462,963$19.8M3.18%+36,63513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC438,749$18.8M4.14%+12,85513F-HRTimeline
OLD MISSION CAPITAL LLC435,365$18.6M0.5%new13F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC435,228$18.6M6.94%+11,17813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC427,211$18.3M0.02%+59,05713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding423,942$18.1M+35,950Timeline
CAPITAL ADVISORS INC/OK416,459$17.8M0.32%+404,90113F-HRTimeline
Chaney Capital Management, Inc.416,111$17.8M6.98%+8,87513F-HRTimeline
Allen Capital Group, LLC402,573$17.2M1.79%+16,62913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…394,638$17M0.04%+17,53913F-HR/ATimelineGroup
WCG Wealth Advisors LLC390,240$16.7M1.08%+5,03813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.382,435$16.3M2%+10,76513F-HRTimeline
Heritage Family Offices, LLP404,596$16M8.07%+14413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC372,657$15.9M1.05%+11,95913F-HRTimeline
West Wealth Group, LLC358,412$15.6M3.88%+134,50013F-HRTimeline
Facet Wealth, Inc.359,964$15.5M0.35%-4,29313F-HRTimeline
Compton Financial Group, LLC359,245$15.4M3.99%+180,67413F-HRTimeline
Strategic Financial Concepts, LLC359,245$15.4M2.16%+340,09013F-HRTimeline
Luken Investment Analytics, LLC357,903$15.3M6.7%+280,73513F-HRTimeline
WRAPMANAGER INC348,712$14.9M3.63%+16,95613F-HRTimeline
Rodgers & Associates, LTD346,500$14.8M1.63%-17213F-HRTimeline
Austin Private Wealth, LLC338,822$14.5M1.15%+42,42213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…334,327$14.3M0.01%+68,14313F-HRTimelineGroup
SigFig Wealth Management, LLC323,023$13.8M0.46%-17,05913F-HRTimeline
ERn Financial, LLC315,237$13.5M2.84%-48,53813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.313,120$13.4M5.73%-45,81513F-HRTimeline
Tortoise Investment Management, LLC313,052$13.4M1.28%+94313F-HRTimeline
N.E.W. Advisory Services LLC302,356$12.9M1.25%-147,22913F-HRTimeline
Geneos Wealth Management Inc.298,513$12.8M0.31%-239,12513F-HRTimeline
Sterneck Capital Management, LLC297,561$12.7M6.45%+3,66013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments295,420$12.6M0.74%+53,55613F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …288,104$12.3M2.42%13F-HRTimelineGroup
VestGen Advisors, LLC280,427$12.1M0.48%+158,75513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC282,264$12.1M<0.01%+177,46513F-HRTimelineGroup
FORBES J M & CO LLP278,646$11.9M1.09%+26413F-HRTimeline
TRUEFG, LLC272,114$11.6M3.46%+3,07513F-HRTimeline
Midwest Capital Advisors, LLC268,640$11.5M6.05%+120,67713F-HRTimeline
Savvy Advisors, Inc.264,670$11.3M0.75%+68,02113F-HRTimeline
Better Money Decisions, LLC263,223$11.3M6.84%+10,85213F-HRTimeline
Good Life Advisors, LLC263,116$11.2M0.7%+34,72413F-HRTimeline
Global Retirement Partners, LLC259,425$11.1M0.27%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC258,247$11M0.01%+113,86313F-HRTimelineGroup
Atlas Private Wealth Advisors256,542$11M1.41%-5,72713F-HRTimeline
Peak Financial Management, Inc.253,600$10.8M3.08%+63613F-HRTimeline
Marathon Strategic Advisors, LLC241,408$10.3M9.59%+7,90613F-HRTimeline
Leicht Financial Planning & Wealth Mana…240,225$10.3M4.88%+116,23413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC238,723$10.2M0.48%+24,31313F-HRTimeline
ONE Advisory Partners, LLC229,650$10.2M3.39%+95,24813F-HRTimeline
Second Line Capital, LLC234,021$10M2.32%+7,80313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management233,392$9.98M0.13%-3,04613F-HRTimelineGroup
Aquire Wealth Advisors, LLC230,593$9.86M2.65%+134,64913F-HRTimeline
Fort Point Capital Partners LLC227,403$9.72M0.97%+24,31213F-HRTimeline
Hobart Private Capital, LLC223,600$9.56M2.17%+149,07313F-HRTimeline
Cascade Financial Partners, LLC221,212$9.45M1.14%+31,35113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …218,849$9.38M0.67%+3,39513F-HRTimelineGroup
LexAurum Advisors, LLC215,528$9.21M1.45%+49,66113F-HRTimeline
Perigon Wealth Management, LLC213,135$9.11M0.21%+84,38413F-HRTimeline
Portside Wealth Group, LLC210,942$9.02M1.34%+84,58613F-HRTimeline
Sanctuary Advisors, LLC209,705$8.96M0.06%-12,82213F-HRTimeline
Moss Adams Wealth Advisors LLC203,823$8.71M0.79%-115,66013F-HRTimeline
TPG Financial Advisors, LLC200,791$8.58M3.43%+27,23313F-HRTimeline
JDM Financial Group LLC200,763$8.58M4.05%+10,26513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP200,646$8.58M0.01%-1,80713F-HR/ATimelineGroup
Integrated Wealth Concepts LLC197,777$8.45M0.08%+63,08213F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding194,646$8.32M-1,125Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…192,507$8.23M0.18%+1,86013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC191,668$8.19M0.27%+40,67413F-HRTimelineGroup
ABOUND FINANCIAL, LLC191,535$8.19M3.6%+30,61413F-HRTimeline
Aspire Private Capital, LLC188,283$8.05M1.87%-111,71113F-HRTimeline
Advyzon Investment Management, LLC187,323$8.01M1.77%+4,73013F-HRTimeline
COMERICA BANK186,765$7.98M0.03%+30,59513F-HRTimeline
Grey Fox Wealth Advisors, LLC186,248$7.96M1.9%+5,84713F-HRTimeline
Affiance Financial, LLC184,599$7.89M1.6%+23,03013F-HRTimeline
Integrated Investment Consultants, LLC182,962$7.82M1.54%+4,05813F-HRTimeline
Orion Porfolio Solutions, LLC181,099$7.74M0.07%+3113F-HR/ATimeline
Valtinson Bruner Financial Planning LLC180,873$7.73M2.43%-26,12813F-HRTimeline
HARBOUR INVESTMENTS, INC.177,710$7.6M0.19%-26,93613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC171,897$7.35M0.28%+16,41313F-HRTimeline
Values Added Financial LLC169,651$7.25M3.52%+2,02913F-HRTimeline
Opes Wealth Management LLC169,489$7.24M1.29%-10,22713F-HRTimeline
Alliance Wealth Advisors, LLC /UT168,969$7.22M1.74%+113,14413F-HRTimeline
Millington Financial Advisors, LLC160,722$7.11M3.59%+2,51713F-HRTimeline
BRIGHTON SECURITIES CORP.164,867$7.05M3.85%-26,82713F-HRTimeline
Arax Advisory Partners164,530$7.03M0.32%+46,89713F-HRTimeline
Cobblestone Asset Management LLC164,055$7.01M3.69%+72,02913F-HRTimeline
Composition Wealth, LLC161,977$6.92M0.12%new13F-HRTimeline
Merit Financial Group, LLC161,167$6.89M0.08%+62,43413F-HRTimeline
David Kennon Inc160,694$6.87M2.57%-64713F-HRTimeline
Avior Wealth Management, LLC160,391$6.86M0.24%-2,78813F-HRTimeline
Waverly Advisors, LLC160,360$6.85M0.08%+6,07813F-HRTimeline
Revisor Wealth Management LLC159,530$6.85M2.47%+20,93013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC159,360$6.81M0.19%-26,20013F-HRTimeline
Windsor Capital Management, LLC157,076$6.71M1.96%+2,13013F-HRTimeline
Trilogy Capital Inc.155,563$6.65M0.32%+5,89913F-HRTimeline
Financial Insights, Inc.154,460$6.6M2.41%+1,14113F-HRTimeline
Signal Advisors Wealth, LLC154,315$6.6M0.52%-41,64313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC153,273$6.55M0.82%-6,73413F-HRTimeline
Optimist Retirement Group LLC152,875$6.53M3.13%-2,95013F-HRTimeline
Fiduciary Alliance LLC149,300$6.38M0.48%-3,78613F-HRTimeline
Gibbs Wealth Management148,782$6.36M1.22%+42,98313F-HRTimeline
CX Institutional148,645$6.35M0.22%+4,25013F-HR/ATimeline
DOHJ, LLC161,262$6.25M1.82%-1,30113F-HRTimeline
Wealth Alliance Advisory Group, LLC145,432$6.22M1.18%+2,88413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC145,022$6.2M0.04%-4,42813F-HR/ATimelineGroup
Clearstead Advisors, LLC144,403$6.17M0.09%+2,00913F-HRTimeline
RFG Advisory, LLC144,182$6.16M0.14%-10,30213F-HRTimeline
ProVise Management Group, LLC143,802$6.15M0.49%+60413F-HRTimeline
WealthTrak Capital Management LLC140,565$6.01M5.02%+10,06513F-HRTimeline
Uptown Financial Advisors LLC139,914$5.98M5.56%-2,84013F-HRTimeline
CW Advisors, LLC139,418$5.96M0.06%-11,34813F-HRTimeline
TOWNSQUARE CAPITAL LLC137,530$5.88M0.57%-2,223,06113F-HRTimeline
Fonville Wealth Management LLC135,059$5.77M1.46%+10,65213F-HRTimeline
INTEGRITY ALLIANCE, LLC.134,049$5.73M0.31%-96,00613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC133,521$5.71M0.43%+2,51413F-HRTimeline
Pure Financial Advisors, LLC133,396$5.7M0.1%-75613F-HRTimeline
IHT Wealth Management, LLC133,308$5.7M0.16%-1,12013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV133,082$5.69M0.41%+17813F-HRTimeline
Obsidian Personal Planning Solutions LLC132,714$5.67M2.3%+3,37313F-HRTimeline
Cypress Wealth Services, LLC132,224$5.65M1.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…131,302$5.61M0.05%-28,67613F-HRTimelineGroup
Mason & Associates, LLC130,232$5.57M1.4%+6,28413F-HRTimeline
Vision Capital Management, Inc.129,207$5.52M0.73%-72113F-HRTimeline
Rinkey Investments127,815$5.46M1.64%+10,87413F-HRTimeline
Simplicity Wealth,LLC127,516$5.45M0.23%+120,32413F-HRTimeline
Sharkey, Howes & Javer126,960$5.43M0.73%-54,51913F-HRTimeline
Brooklyn FI, LLC126,641$5.41M1.39%+6,29213F-HRTimeline
Towercrest Capital Management124,809$5.33M0.95%-4,12713F-HRTimeline
Melone Private Wealth, LLC123,187$5.25M2.69%+4,38813F-HRTimeline
Optas, LLC118,841$5.08M0.97%-3,46713F-HRTimeline
Red Wave Investments LLC118,062$5.05M1.66%-1,99813F-HRTimeline
Delta Wealth Advisors LLC117,593$5.03M4.21%-2,50413F-HRTimeline
Probity Advisors, Inc.117,079$5M0.88%+58813F-HRTimeline