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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

879 managers (891 13F filers) reported a position in SPEM shares at 2025-09-30, 229,048,756 shares in all. 65 filers opened a position and 41 filers sold out during the quarter.

Managers
879
13F filers
891
New
65
Added
385
Reduced
296
Sold out
41
Shares held by filers
229,048,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Planning22,369,067$1.05B0.8%-513,82513F-HRTimelineGroup
Financial Engines Advisors L.L.C.17,358,782$813M1.55%-598,73013F-HRTimeline
LPL Financial LLC13,828,183$647M0.19%+2,174,49713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co13,221,416$619M0.1%+2,305,35413F-HRTimelineGroup
Allworth Financial LP9,261,432$434M1.92%+2,572,33313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,051,334$424M+581,786Timeline
MORGAN STANLEYin group MORGAN STANLEY6,375,260$298M0.02%+945,48213F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,707,901$220M0.53%-246,67213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,431,564$207M0.05%-908,38813F-HRTimelineGroup
Horizon Investments, LLC4,173,780$195M2.57%-121,93013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,589,373$168M0.01%-127,48713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,503,688$164M0.11%+123,40413F-HRTimelineGroup
3EDGE Asset Management, LP3,235,624$151M8.55%+53,10013F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,741,148$128M1.05%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,688,945$126M0.2%+18,04113F-HRTimelineGroup
Aptus Capital Advisors, LLC2,572,966$120M1.1%+67,09713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,313,837$108M0.02%-163,44813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,300,860$108M0.01%+809,02013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,263,731$106M0.32%+73,21913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,171,856$102M-53,977Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,850,598$86.6M0.02%+42,76013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,815,376$85M0.01%+822,32713F-HR/ATimelineGroup
Cetera Investment Advisers1,795,810$84.1M0.1%+127,95313F-HRTimeline
Betterment LLC1,760,723$82.4M0.16%-63,66613F-HRTimeline
UBS Group AGin group UBS Group AG1,759,644$82.4M0.02%+198,00213F-HRTimelineGroup
HighTower Advisors, LLC1,733,183$81.1M0.09%+314,26213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,680,297$78.7M0.1%+13,96213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,571,195$73.5M0.02%-693,23913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,499,946$70.2M0.15%+117,41513F-HRTimelineGroup
Stadion Money Management, LLC1,471,982$68.9M5.5%+162,81313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,325,759$60.9M0.09%+149,63713F-HRTimelineGroup
Advisory Alpha, LLC1,175,525$55.5M1.55%+36,53813F-HRTimeline
Cassaday & Co Wealth Management LLC1,141,413$53.4M1.23%-16213F-HRTimeline
NorthRock Partners, LLC1,106,095$51.8M0.94%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,098,313$51.4M0.01%-4,51513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,080,240$50.6M0.37%+94,89013F-HRTimelineGroup
BlueStem Wealth Partners, LLC1,049,706$49.1M5.63%+65,49213F-HRTimeline
Private Advisor Group, LLC1,023,845$47.9M0.24%-30,32113F-HRTimeline
McNamara Financial Services, Inc.856,227$40.1M7.45%-2,07413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC820,975$38.4M0.15%+20,82313F-HRTimelineGroup
KWB Wealth896,191$38.3M4.23%+314,43813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…810,438$38.3M0.06%-53,30113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC803,495$37.6M3.94%+20,01313F-HRTimeline
JNBA Financial Advisors793,680$37.2M3.38%-203,28213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…782,256$36.6M0.07%+706,66913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO765,764$35.8M0.04%-20,32913F-HRTimelineGroup
NewEdge Advisors, LLC764,731$35.8M0.16%+144,85213F-HRTimeline
Advocacy Wealth Management, LLC744,245$34.8M1.51%+62,43613F-HRTimeline
Cambridge Investment Research Advisors,…743,429$34.8M0.1%+10,13213F-HRTimeline
Koss-Olinger Consulting, LLC805,116$34.4M2.84%-5,22413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…715,123$33.5M0.71%+26,85313F-HRTimelineGroup
GeoWealth Management, LLC714,952$33.5M1.22%-42,33413F-HRTimeline
MML INVESTORS SERVICES, LLC710,220$33.2M0.09%+67,22113F-HRTimeline
Elm Partners Management LLC709,547$33.2M1.35%-529,75813F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC701,649$32.8M0.69%+39,81613F-HRTimeline
Global Strategic Investment Solutions, …693,666$32.5M3.24%+5,54713F-HRTimeline
GREAT LAKES ADVISORS, LLC691,517$32.4M0.27%+52,82513F-HRTimeline
AlphaStar Capital Management, LLC655,002$30.7M2.64%+53,77713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC652,407$30.5M1.22%+36,03413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC642,113$30.1M0.23%+27,94313F-HRTimelineGroup
Venturi Wealth Management, LLC632,277$29.6M1.37%+24,34613F-HRTimeline
Capital Asset Advisory Services LLC621,969$29.1M1.26%+24,74813F-HRTimeline
Financial Strategies Group, Inc.590,200$28.1M5.36%+4,47813F-HRTimeline
Pineridge Advisors LLC596,148$27.9M7.98%-44,46613F-HRTimeline
CGN Advisors LLC576,590$27M2.22%+7,40913F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.528,978$24.8M1.15%-19,08913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC526,709$24.7M0.03%+99,49813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC516,924$24.2M3.49%+53,96113F-HRTimeline
Valmark Advisers, Inc.512,049$24M0.31%+54913F-HRTimeline
Beacon Pointe Advisors, LLC491,437$23M0.2%-93,62013F-HRTimeline
Ballentine Partners, LLC485,903$22.7M0.32%-22313F-HRTimeline
West Wealth Group, LLC470,570$22.1M4.98%+112,15813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding467,370$21.9M+43,428Timeline
Impact Partnership Wealth, LLC456,104$21.4M3.17%-174,25513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC434,347$20.3M3.44%-4,40213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC433,588$20.3M7.06%-1,64013F-HRTimeline
Chaney Capital Management, Inc.425,737$19.9M7.07%+9,62613F-HRTimeline
CAPITAL ADVISORS INC/OK417,164$19.5M0.33%+70513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC410,401$19.2M1.27%+37,74413F-HRTimeline
Allen Capital Group, LLC408,126$19.1M1.82%+5,55313F-HRTimeline
Austin Private Wealth, LLC405,265$19M1.46%+66,44313F-HRTimeline
Strategic Financial Concepts, LLC402,713$18.9M2.74%+43,46813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…395,909$18.5M0.04%+1,27113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…393,256$18.4M0.01%+58,92913F-HRTimelineGroup
Heritage Family Offices, LLP374,603$17.5M8.16%-29,99313F-HRTimeline
Compton Financial Group, LLC368,258$17.2M4.15%+9,01313F-HRTimeline
Luken Investment Analytics, LLC361,873$16.9M6.62%+3,97013F-HRTimeline
Rodgers & Associates, LTD360,306$16.9M1.74%+13,80613F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.358,216$16.8M6.55%+45,09613F-HRTimeline
WCG Wealth Advisors LLC348,595$16.3M1.02%-41,64513F-HRTimeline
Facet Wealth, Inc.347,517$16.3M0.34%-12,44713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments338,424$15.8M0.93%+43,00413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC322,450$15.1M0.44%+130,78213F-HRTimelineGroup
Tortoise Investment Management, LLC320,969$15M1.34%+7,91713F-HRTimeline
Tradewinds Capital Management, LLC318,601$14.9M3.35%+308,38213F-HRTimeline
Savvy Advisors, Inc.316,073$14.8M0.68%+51,40313F-HRTimeline
VICUS CAPITAL311,202$14.6M1.11%+288,33613F-HRTimeline
Midwest Capital Advisors, LLC306,171$14.3M6.91%+37,53113F-HRTimeline
VestGen Advisors, LLC305,866$14.3M0.48%+25,43913F-HRTimeline
SigFig Wealth Management, LLC308,349$14.3M0.44%-14,67413F-HRTimeline
Perigon Wealth Management, LLC303,407$14.2M0.29%+90,27213F-HRTimeline
N.E.W. Advisory Services LLC296,056$13.9M1.24%-6,30013F-HRTimeline
WRAPMANAGER INC292,337$13.7M4.21%-56,37513F-HRTimeline
RFG Advisory, LLC290,015$13.6M0.28%+145,83313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …285,924$13.4M2.65%13F-HRTimelineGroup
FORBES J M & CO LLP282,138$13.2M1.1%+3,49213F-HRTimeline
ONE Advisory Partners, LLC278,189$13M3.98%+48,53913F-HRTimeline
TRUEFG, LLC275,714$12.9M3.57%+3,60013F-HRTimeline
ERn Financial, LLC273,314$12.8M2.53%-41,92313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC267,124$12.5M0.54%+28,40113F-HRTimeline
Sterneck Capital Management, LLC267,022$12.5M5.81%-30,53913F-HRTimeline
Global Retirement Partners, LLC266,361$12.5M0.28%+6,93613F-HRTimeline
Peak Financial Management, Inc.259,181$12.1M3.21%+5,58113F-HRTimeline
Geneos Wealth Management Inc.256,424$12M0.3%-42,08913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC255,228$11.9M0.01%-3,01913F-HRTimelineGroup
Abich Financial Wealth Management LLC249,839$11.7M4.16%13F-HRTimeline
Orion Porfolio Solutions, LLC247,171$11.6M0.09%+66,07213F-HRTimeline
Marathon Strategic Advisors, LLC243,902$11.4M9.14%+2,49413F-HRTimeline
Fort Point Capital Partners LLC240,605$11.3M1.43%+13,20213F-HRTimeline
Leicht Financial Planning & Wealth Mana…238,835$11.2M5.04%-1,39013F-HRTimeline
LexAurum Advisors, LLC236,146$11.1M1.57%+20,61813F-HRTimeline
Second Line Capital, LLC235,333$11M2.28%+1,31213F-HRTimeline
Integrated Wealth Concepts LLC232,130$10.9M0.1%+34,35313F-HRTimeline
Aspire Private Capital, LLC231,569$10.8M2.38%+43,28613F-HR/ATimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding229,452$10.7M+34,806Timeline
Hobart Private Capital, LLC225,707$10.6M2.21%+2,10713F-HRTimeline
Cascade Financial Partners, LLC225,704$10.6M1.21%+4,49213F-HRTimeline
Aquire Wealth Advisors, LLC220,439$10.3M2.54%-10,15413F-HRTimeline
Portside Wealth Group, LLC218,943$10.2M1.42%+8,00113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management216,284$10.1M0.12%-17,10813F-HRTimelineGroup
Sanctuary Advisors, LLC215,624$10.1M0.06%+5,91913F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC214,090$10M0.34%+42,19313F-HRTimeline
Advyzon Investment Management, LLC210,519$9.85M1.69%+23,19613F-HRTimeline
Moss Adams Wealth Advisors LLC210,060$9.83M0.77%+6,23713F-HRTimeline
COMERICA BANK207,344$9.71M0.04%+20,57913F-HRTimeline
JDM Financial Group LLC208,948$9.68M4.06%+8,18513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…202,125$9.46M0.19%+9,61813F-HRTimelineGroup
TPG Financial Advisors, LLC201,583$9.44M3.51%+79213F-HRTimeline
Atlas Private Wealth Advisors199,814$9.35M2.29%-56,72813F-HRTimeline
ABOUND FINANCIAL, LLC197,497$9.24M3.7%+5,96213F-HRTimeline
Grey Fox Wealth Advisors, LLC196,777$9.21M1.88%+10,52913F-HRTimeline
Affiance Financial, LLC195,998$9.17M1.67%+11,39913F-HRTimeline
Valtinson Bruner Financial Planning LLC191,174$8.95M2.65%+10,30113F-HRTimeline
Revisor Wealth Management LLC188,699$8.9M3.07%+29,16913F-HRTimeline
Avior Wealth Management, LLC189,496$8.87M0.29%+29,10513F-HRTimeline
HARBOUR INVESTMENTS, INC.187,912$8.8M0.2%+10,20213F-HRTimeline
Integrated Investment Consultants, LLC185,885$8.7M1.48%+2,92313F-HRTimeline
Cobblestone Asset Management LLC184,173$8.62M3.94%+20,11813F-HRTimeline
Waverly Advisors, LLC179,607$8.41M0.08%+19,24713F-HRTimeline
Alliance Wealth Advisors, LLC /UT172,409$8.07M1.89%+3,44013F-HRTimeline
Values Added Financial LLC171,390$8.02M3.57%+1,73913F-HRTimeline
Signal Advisors Wealth, LLC171,317$8.02M0.73%+17,00213F-HRTimeline
Opes Wealth Management LLC169,363$7.93M1.4%-12613F-HRTimeline
Millington Financial Advisors, LLC166,715$7.79M3.78%+5,99313F-HRTimeline
BRIGHTON SECURITIES CORP.163,955$7.67M4%-91213F-HR/ATimeline
Windsor Capital Management, LLC161,580$7.56M2.09%+4,50413F-HRTimeline
Clearstead Advisors, LLC161,208$7.55M0.11%+16,80513F-HRTimeline
Cypress Wealth Services, LLC160,106$7.49M1.23%+27,88213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC159,360$7.46M0.2%013F-HRTimeline
David Kennon Inc157,815$7.39M2.66%-2,87913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC154,516$7.23M0.84%+1,24313F-HRTimeline
Trilogy Capital Inc.154,134$7.22M0.33%-1,42913F-HRTimeline
Merit Financial Group, LLC153,881$7.2M0.07%-7,28613F-HR/ATimeline
Vestmark Advisory Solutions, Inc.153,072$7.17M0.14%+123,27213F-HRTimeline
Financial Insights, Inc.152,143$7.12M2.36%-2,31713F-HRTimeline
Fiduciary Alliance LLC151,314$7.08M0.47%+2,01413F-HRTimeline
Melone Private Wealth, LLC146,892$6.88M3.11%+23,70513F-HRTimeline
ProVise Management Group, LLC146,742$6.87M0.51%+2,94013F-HRTimeline
INTEGRITY ALLIANCE, LLC.145,707$6.82M0.32%+11,65813F-HRTimeline
WealthTrak Capital Management LLC145,175$6.8M5.59%+4,61013F-HRTimeline
Fonville Wealth Management LLC145,167$6.8M1.53%+10,10813F-HRTimeline
Wealth Alliance Advisory Group, LLC144,663$6.77M1.22%-76913F-HRTimeline
Optimist Retirement Group LLC143,786$6.73M3.04%-9,08913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,132,785$6.72M0.01%+932,13913F-HRTimelineGroup
Uptown Financial Advisors LLC141,170$6.61M5.81%+1,25613F-HRTimeline
CX Institutional140,865$6.59M0.2%-7,78013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV139,492$6.53M0.44%+6,41013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC138,802$6.5M0.04%-6,22013F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC138,224$6.47M0.44%+4,70313F-HRTimeline
Obsidian Personal Planning Solutions LLC134,409$6.4M2.22%+1,69513F-HRTimeline
IHT Wealth Management, LLC134,869$6.31M0.16%+1,56113F-HRTimeline
Pure Financial Advisors, LLC132,354$6.2M0.1%-1,04213F-HRTimeline
Rinkey Investments128,042$5.99M1.59%+22713F-HRTimeline
Arete Wealth Advisors, LLC127,136$5.96M0.37%+13,43513F-HRTimeline
Kensington Asset Management, LLC126,629$5.93M0.36%+33,25613F-HRTimeline
Vision Capital Management, Inc.125,867$5.89M0.73%-3,34013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC124,665$5.84M<0.01%+86,18913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…122,724$5.74M0.04%-8,57813F-HRTimelineGroup
Red Wave Investments LLC120,611$5.65M1.73%+2,54913F-HRTimeline
Towercrest Capital Management120,602$5.65M0.91%-4,20713F-HRTimeline
Delta Wealth Advisors LLC120,590$5.64M4.42%+2,99713F-HRTimeline
Brooklyn FI, LLC120,247$5.63M1.26%-6,39413F-HRTimeline
Mascoma Wealth Management LLC119,922$5.61M1.24%+5,23313F-HRTimeline
Mason & Associates, LLC130,242$5.57M1.4%+1013F-HRTimeline
Wolff Financial Management LLC117,120$5.48M1.27%+2,11013F-HRTimeline
Onyx Bridge Wealth Group LLC115,984$5.43M0.59%+85,99813F-HRTimeline
Probity Advisors, Inc.115,696$5.42M0.88%-1,38313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC115,511$5.41M0.74%+46513F-HRTimeline
Gibbs Wealth Management114,547$5.36M1.21%-34,23513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC114,275$5.35M<0.01%-167,98913F-HRTimelineGroup