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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

972 managers (984 13F filers) reported a position in SPEM shares at 2025-12-31, 238,817,708 shares in all. 70 filers opened a position and 35 filers sold out during the quarter.

Managers
972
13F filers
984
New
70
Added
444
Reduced
293
Sold out
35
Shares held by filers
238,817,708

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Planning22,040,467$1.03B0.74%-328,60013F-HRTimelineGroup
Financial Engines Advisors L.L.C.17,000,839$796M1.51%-357,94313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co15,874,429$743M0.12%+2,653,01313F-HRTimelineGroup
LPL Financial LLC15,587,049$730M0.2%+1,758,86613F-HRTimeline
Allworth Financial LP9,355,461$438M1.8%+94,02913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,537,175$353M-1,514,159Timeline
MORGAN STANLEYin group MORGAN STANLEY6,997,855$328M0.02%+622,59513F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,598,359$215M0.52%-109,54213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP4,419,838$207M0.01%+830,46513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,130,031$193M0.04%-301,53313F-HRTimelineGroup
Horizon Investments, LLC4,026,862$188M2.39%-146,91813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,866,690$181M0.01%+1,565,83013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,509,215$164M0.1%+5,52713F-HR/ATimelineGroup
3EDGE Asset Management, LP3,253,661$152M7.9%+18,03713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,773,927$130M0.19%+84,98213F-HRTimelineGroup
HighTower Advisors, LLC2,626,206$123M0.13%+893,02313F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,624,918$123M0.99%-116,23013F-HRTimeline
CWM, LLCin group CWM, LLC2,438,252$114M0.31%+174,52113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,281,997$107M+110,141Timeline
Cetera Investment Advisers1,967,527$92.1M0.1%+171,71713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,941,686$90.9M0.02%+91,08813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,896,475$88.8M0.03%+325,28013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,884,312$88.2M+124,668Timeline
Mariner, LLCin group Mariner, LLC1,811,376$84.8M0.1%+131,07913F-HRTimelineGroup
Betterment LLC1,766,357$82.7M0.16%+5,63413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,464,105$68.5M0.14%-35,84113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,463,272$68.5M<0.01%-352,10413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,319,880$61.8M0.08%+187,09513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,226,440$57.4M0.08%-99,31913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,212,590$56.8M0.39%+132,35013F-HRTimelineGroup
Advisory Alpha, LLC1,141,239$53.4M1.45%-34,28613F-HRTimeline
Cassaday & Co Wealth Management LLC1,137,274$53.2M1.12%-4,13913F-HRTimeline
NorthRock Partners, LLC1,126,823$52.7M0.89%+20,72813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,068,324$50M0.01%-29,98913F-HRTimelineGroup
Private Advisor Group, LLC1,036,113$48.5M0.23%+12,26813F-HRTimeline
Stadion Money Management, LLC1,018,624$47.7M3.87%-453,35813F-HRTimeline
WCG Wealth Advisors LLC990,493$46.4M1.3%+641,89813F-HRTimeline
BlueStem Wealth Partners, LLC984,839$46.1M5.09%-64,86713F-HRTimeline
Advocacy Wealth Management, LLC970,865$45.4M1.9%+226,62013F-HRTimeline
Elm Partners Management LLC876,410$41M1.52%+166,86313F-HR/ATimeline
McNamara Financial Services, Inc.869,793$40.7M7.72%+13,56613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC849,237$39.8M0.15%+28,26213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…792,835$38.3M0.05%-17,60313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC816,599$38.2M3.98%+13,10413F-HRTimeline
Cambridge Investment Research Advisors,…812,952$38.1M0.1%+69,52313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC804,351$37.7M0.03%+679,68613F-HRTimelineGroup
JNBA Financial Advisors803,623$37.6M3.29%+9,94313F-HRTimeline
Koss-Olinger Consulting, LLC801,112$37.5M2.91%-4,00413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO786,674$36.8M0.04%+20,91013F-HRTimelineGroup
Savvy Advisors, Inc.772,689$36.2M1.17%+456,61613F-HRTimeline
GeoWealth Management, LLC730,475$34.2M1.26%+15,52313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…725,847$34M0.68%+10,72413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC722,140$33.8M0.08%+11,92013F-HRTimeline
AlphaStar Capital Management, LLC718,633$33.6M2.47%+63,63113F-HRTimeline
GREAT LAKES ADVISORS, LLC713,918$33.4M0.27%+22,40113F-HRTimeline
Integrated Wealth Concepts LLC707,366$33.1M0.39%+475,23613F-HRTimeline
Global Strategic Investment Solutions, …696,074$32.6M3.19%+2,40813F-HRTimeline
Tradewinds Capital Management, LLC694,989$32.5M6.86%+376,38813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC689,445$32.3M0.58%-12,20413F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC680,408$31.9M0.27%+38,29513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…663,516$31.1M0.06%-118,74013F-HRTimelineGroup
NewEdge Advisors, LLC658,009$30.8M0.11%-106,72213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC655,126$30.7M1.19%+2,71913F-HRTimelineGroup
Venturi Wealth Management, LLC647,119$30.3M1.34%+14,84213F-HRTimeline
Cercano Management LLC642,100$30.1M1.14%+609,82513F-HRTimeline
Capital Asset Advisory Services LLC620,350$30M1.2%-1,61913F-HRTimeline
Financial Strategies Group, Inc.601,163$29M5.26%+10,96313F-HRTimeline
CGN Advisors LLC591,164$27.7M2.19%+14,57413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC562,583$26.3M3.52%+45,65913F-HRTimeline
MA Private Wealth552,484$25.9M4.31%+473,33313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC533,268$25M0.03%+6,55913F-HRTimeline
Beacon Pointe Advisors, LLC527,582$24.7M0.17%+36,14513F-HRTimeline
West Wealth Group, LLC527,337$24.7M5.12%+56,76713F-HRTimeline
Valmark Advisers, Inc.514,023$24.1M0.3%+1,97413F-HRTimeline
KWB Wealth511,181$23.9M2.27%-385,01013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.506,890$23.7M1.02%-22,08813F-HRTimelineGroup
Impact Partnership Wealth, LLC491,441$23M2.95%+35,33713F-HRTimeline
Ballentine Partners, LLC487,241$22.8M0.32%+1,33813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments486,940$22.8M1.35%+148,51613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…442,540$20.7M0.01%+49,28413F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC434,214$20.3M3.27%-13313F-HRTimeline
VICUS CAPITAL431,211$20.2M1.51%+120,00913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC428,795$20.1M1.26%+18,39413F-HRTimeline
Chaney Capital Management, Inc.426,734$20M6.89%+99713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…421,980$19.8M0.04%+26,07113F-HR/ATimelineGroup
Austin Private Wealth, LLC419,004$19.6M1.47%+13,73913F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC414,297$19.4M6.26%-19,29113F-HRTimeline
CAPITAL ADVISORS INC/OK410,851$19.2M0.31%-6,31313F-HRTimeline
Allen Capital Group, LLC410,735$19.2M1.77%+2,60913F-HRTimeline
Perigon Wealth Management, LLC409,339$19.2M0.34%+105,93213F-HRTimeline
Midwest Capital Advisors, LLC407,988$19.1M9.15%+101,81713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.381,408$17.9M1.99%13F-HRTimeline
Compton Financial Group, LLC369,922$17.3M3.92%+1,66413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.365,729$17.1M6.47%+7,51313F-HRTimeline
N.E.W. Advisory Services LLC364,939$17.1M1.26%+68,88313F-HRTimeline
Luken Investment Analytics, LLC362,435$17M6.7%+56213F-HRTimeline
Rodgers & Associates, LTD361,673$16.9M1.71%+1,36713F-HRTimeline
Facet Wealth, Inc.333,060$16.8M0.3%-14,45713F-HRTimeline
Fort Point Capital Partners LLC338,460$16.6M2.01%+97,85513F-HRTimeline
Heritage Family Offices, LLP339,952$15.9M7.23%-34,65113F-HRTimeline
ONE Advisory Partners, LLC337,936$15.8M4.77%+59,74713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC334,630$15.7M0.43%+12,18013F-HR/ATimelineGroup
Tortoise Investment Management, LLC333,685$15.6M1.37%+12,71613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC303,211$14.2M0.67%+36,08713F-HRTimeline
Vestmark Advisory Solutions, Inc.300,161$14.1M0.19%+147,08913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …298,897$14M2.69%+12,97313F-HRTimelineGroup
SigFig Wealth Management, LLC291,685$13.7M0.41%-16,66413F-HRTimeline
Merit Financial Group, LLC291,883$13.7M0.11%+138,00213F-HRTimeline
Hobart Private Capital, LLC290,928$13.6M2.66%+65,22113F-HRTimeline
RFG Advisory, LLC290,233$13.6M0.26%+21813F-HRTimeline
Global Retirement Partners, LLC287,316$13.4M0.24%+20,95513F-HRTimeline
FORBES J M & CO LLP287,113$13.4M1.09%+4,97513F-HRTimeline
Aptus Capital Advisors, LLC284,562$13.3M0.11%-2,288,40413F-HRTimeline
Range Advisory, LLC278,376$13M3.36%13F-HRTimeline
Geneos Wealth Management Inc.273,704$12.8M0.31%+17,28013F-HRTimeline
TRUEFG, LLC271,073$12.7M3.4%-4,64113F-HRTimeline
ERn Financial, LLC270,813$12.7M2.38%-2,50113F-HRTimeline
Portside Wealth Group, LLC269,582$12.6M1.71%+50,63913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp268,504$12.6M<0.01%-2,045,33313F-HRTimelineGroup
WRAPMANAGER INC264,944$12.4M4.19%-27,39313F-HRTimeline
Orion Porfolio Solutions, LLC263,729$12.3M0.09%+16,55813F-HRTimeline
Brio Consultants, LLC263,455$12.3M1.6%new13F-HRTimeline
Sterneck Capital Management, LLC263,368$12.3M5.55%-3,65413F-HRTimeline
Peak Financial Management, Inc.260,011$12.2M3.14%+83013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC255,079$11.9M0.38%+40,98913F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding250,412$11.7M+20,960Timeline
EP Wealth Advisors, LLC245,014$11.5M0.06%13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC244,063$11.4M1.75%new13F-HRTimeline
Marathon Strategic Advisors, LLC240,797$11.3M8.61%-3,10513F-HRTimeline
HighPoint Advisor Group LLC240,728$11.3M0.25%new13F-HRTimeline
Second Line Capital, LLC238,354$11.2M2.29%+3,02113F-HRTimeline
Kensington Asset Management, LLC237,569$11.1M0.57%+110,94013F-HRTimeline
Cascade Financial Partners, LLC234,889$11M1.11%+9,18513F-HRTimeline
Cobblestone Asset Management LLC231,738$10.8M4.87%+47,56513F-HRTimeline
JDM Financial Group LLC292,134$10.8M4.21%+83,18613F-HRTimeline
Leicht Financial Planning & Wealth Mana…229,283$10.7M4.8%-9,55213F-HRTimeline
TPG Financial Advisors, LLC228,093$10.7M3.56%+26,51013F-HRTimeline
Aspire Private Capital, LLC225,479$10.6M2.35%-6,09013F-HRTimeline
Advyzon Investment Management, LLC223,337$10.5M1.21%+12,81813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC219,401$10.3M0.01%-35,82713F-HRTimelineGroup
Cypress Wealth Services, LLC218,620$10.2M1.42%+58,51413F-HRTimeline
COMERICA BANK218,216$10.2M0.04%+10,87213F-HRTimeline
Atlas Private Wealth Advisors217,702$10.2M2.38%+17,88813F-HRTimeline
Waverly Advisors, LLC217,444$10.2M0.08%+37,83713F-HRTimeline
ABOUND FINANCIAL, LLC216,748$10.1M3.93%+19,25113F-HR/ATimeline
Aquire Wealth Advisors, LLC214,608$10M2.61%-5,83113F-HRTimeline
Moss Adams Wealth Advisors LLC213,727$10M0.73%+3,66713F-HRTimeline
Affiance Financial, LLC212,549$9.95M1.6%+16,55113F-HRTimeline
Sanctuary Advisors, LLC211,226$9.89M0.05%-4,39813F-HRTimeline
Revisor Wealth Management LLC200,160$9.79M2.62%+11,46113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…206,937$9.69M0.19%+4,81213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management204,989$9.6M0.11%-11,29513F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC204,859$9.59M1.96%+8,08213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.199,756$9.35M<0.01%+102,88313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.197,863$9.26M0.19%+9,95113F-HRTimeline
INTEGRITY ALLIANCE, LLC.197,454$9.24M0.34%+51,74713F-HRTimeline
Valtinson Bruner Financial Planning LLC194,840$9.12M2.62%+3,66613F-HRTimeline
Avior Wealth Management, LLC189,796$8.88M0.28%+30013F-HRTimeline
Integrated Investment Consultants, LLC189,201$8.86M1.74%+3,31613F-HR/ATimeline
Arax Advisory Partners185,754$8.7M0.25%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC177,360$8.3M0.31%+18,00013F-HRTimeline
Millington Financial Advisors, LLC164,710$8.22M3.64%-2,00513F-HRTimeline
Values Added Financial LLC174,899$8.19M3.46%+3,50913F-HRTimeline
Capital Investment Management, Inc.174,788$8.18M2.86%13F-HRTimeline
Melone Private Wealth, LLC173,924$8.14M3.45%+27,03213F-HRTimeline
Signal Advisors Wealth, LLC173,125$8.1M0.64%+1,80813F-HRTimeline
Opes Wealth Management LLC172,028$8.05M1.37%+2,66513F-HRTimeline
BRIGHTON SECURITIES CORP.171,276$8.02M3.96%+7,32113F-HRTimeline
Fiduciary Alliance LLC168,264$7.88M0.51%+16,95013F-HRTimeline
Clearstead Advisors, LLC160,460$7.51M0.09%-74813F-HRTimeline
Detalus Advisors, LLC159,487$7.47M1.82%+64,76213F-HRTimeline
Windsor Capital Management, LLC159,402$7.46M2.06%-2,17813F-HRTimeline
David Kennon Inc154,536$7.23M2.57%-3,27913F-HRTimeline
VestGen Advisors, LLC153,742$7.2M0.31%-152,12413F-HRTimeline
Fonville Wealth Management LLC153,072$7.17M1.46%+7,90513F-HRTimeline
Financial Insights, Inc.151,969$7.11M2.38%-17413F-HRTimeline
Trilogy Capital Inc.151,435$7.09M0.32%-2,69913F-HRTimeline
Alliance Wealth Advisors, LLC /UT151,199$7.08M1.53%-21,21013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC150,584$7.05M0.79%-3,93213F-HRTimeline
ProVise Management Group, LLC150,020$7.02M0.5%+3,27813F-HRTimeline
WealthTrak Capital Management LLC146,845$6.87M4.92%+1,67013F-HRTimeline
EHRLICH FINANCIAL GROUP146,367$6.85M3.9%+37,74113F-HRTimeline
Wealth Alliance Advisory Group, LLC145,433$6.81M1.17%+77013F-HRTimeline
Brooklyn FI, LLC144,230$6.75M1.44%+23,98313F-HRTimeline
Optimist Retirement Group LLC144,062$6.74M3.09%+27613F-HRTimeline
Uptown Financial Advisors LLC143,200$6.7M5.71%+2,03013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC143,193$6.7M0.84%+27,68213F-HRTimeline
MONECO ADVISORS, LLC138,662$6.49M0.52%+30,25513F-HRTimeline
Arete Wealth Advisors, LLC137,667$6.44M0.45%+10,53113F-HR/ATimeline
CX Institutional137,637$6.44M0.19%-3,22813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC137,274$6.43M0.04%-1,52813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV135,347$6.34M0.4%-4,14513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC134,879$6.31M0.37%-3,34513F-HRTimeline
Pure Financial Advisors, LLC131,739$6.17M0.09%-61513F-HRTimeline
IFP Advisors, Inc128,089$6M0.13%+20,74913F-HRTimeline
IHT Wealth Management, LLC127,690$5.98M0.15%-7,17913F-HRTimeline
Palatine Hill Wealth Management, LLC127,490$5.97M4.81%13F-HRTimeline
Mason & Associates, LLC127,249$5.96M1.35%-2,99313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV126,650$5.93M3.31%13F-HRTimeline
Delta Wealth Advisors LLC124,787$5.84M4.89%+4,19713F-HRTimeline