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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

992 managers (1,006 13F filers) reported a position in SPEM shares at 2026-03-31, 251,979,737 shares in all. 73 filers opened a position and 56 filers sold out during the quarter.

Managers
992
13F filers
1,006
New
73
Added
441
Reduced
309
Sold out
56
Shares held by filers
251,979,737

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Planning21,771,079$1.02B0.69%-269,38813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,307,901$859M0.13%+2,433,47213F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,822,188$789M1.6%-178,65113F-HRTimeline
LPL Financial LLC16,696,640$783M0.21%+1,109,59113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,374,654$440M+1,837,479Timeline
Allworth Financial LP9,331,742$438M1.78%-23,71913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,976,812$421M0.03%+1,978,95713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,422,921$301M0.04%+6,312,68513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP4,901,772$230M0.01%+481,93413F-HRTimelineGroup
TIAAgroup of 3 filers holding4,474,214$210M-124,145Timeline
Horizon Investments, LLC4,103,234$192M2.16%+76,37213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,459,492$162M0.1%-49,72313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,259,172$153M0.22%+485,24513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,120,569$148M0.03%-1,009,46213F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,985,833$140M0.37%+547,58113F-HRTimelineGroup
HighTower Advisors, LLC2,863,686$134M0.14%+237,48013F-HRTimeline
UBS Group AGgroup of 2 filers holding2,496,001$117M+611,689Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,457,927$115M0.01%-1,408,76313F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,376,441$111M0.94%-248,47713F-HRTimeline
Betterment LLC2,148,733$101M0.19%+382,37613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,235,536$101M-46,461Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,108,190$98.9M0.02%+166,50413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,970,809$92.5M0.03%+74,33413F-HRTimelineGroup
Cetera Investment Advisers1,945,853$91.3M0.1%-21,67413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,898,596$89M0.1%+87,22013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,458,468$68.4M0.14%-5,63713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,334,577$62.6M0.09%+108,13713F-HRTimelineGroup
Advisory Alpha, LLC1,330,362$62.4M1.71%+189,12313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,309,760$61.3M0.39%+97,17013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,273,662$59.7M0.09%-46,21813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,203,837$54.7M<0.01%-259,43513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,155,291$54.2M0.01%+86,96713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,127,168$52.9M1.13%-10,10613F-HRTimeline
NorthRock Partners, LLC1,124,639$52.8M0.85%-2,18413F-HRTimeline
Private Advisor Group, LLC1,119,846$52.5M0.25%+83,73313F-HRTimeline
Savvy Advisors, Inc.1,043,960$49M1.31%+271,27113F-HRTimeline
Advocacy Wealth Management, LLC1,033,603$48.5M2.14%+62,73813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,021,039$47.9M0.06%new13F-HRTimelineGroup
WCG Wealth Advisors LLC1,018,948$47.8M1.34%+28,45513F-HRTimeline
Stadion Money Management, LLC990,406$46.5M4.67%-28,21813F-HRTimeline
Beacon Pointe Advisors, LLC880,195$41.3M0.22%+352,61313F-HRTimeline
GREAT LAKES ADVISORS, LLC872,116$40.9M0.34%+158,19813F-HRTimeline
McNamara Financial Services, Inc.865,271$40.6M7.68%-4,52213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC865,193$40.6M0.16%+15,95613F-HRTimelineGroup
Cambridge Investment Research Advisors,…817,602$38.4M0.1%+4,65013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC801,642$37.6M3.87%-14,95713F-HRTimeline
Elm Partners Management LLC826,995$37.6M1.63%-49,41513F-HRTimeline
JNBA Financial Advisors794,939$37.3M3.11%-8,68413F-HRTimeline
Integrated Wealth Concepts LLC790,812$37.1M0.3%+83,44613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO788,565$37M0.03%+1,89113F-HRTimelineGroup
Impact Partnership Wealth, LLC785,788$36.9M4.55%+294,34713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…774,130$36.3M0.74%+48,28313F-HRTimelineGroup
Koss-Olinger Consulting, LLC749,742$35.2M2.95%-51,37013F-HRTimeline
GeoWealth Management, LLC741,710$34.8M1.25%+11,23513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC728,883$34.2M1.1%+39,43813F-HRTimeline
Capital Asset Advisory Services LLC666,463$34.1M1.31%+46,11313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC708,008$33.2M0.26%+27,60013F-HRTimelineGroup
Venturi Wealth Management, LLC690,861$32.4M1.46%+43,74213F-HRTimeline
Global Strategic Investment Solutions, …690,687$32.4M3.19%-5,38713F-HRTimeline
Financial Strategies Group, Inc.632,460$32.2M5.4%+31,29713F-HRTimeline
MML INVESTORS SERVICES, LLC675,885$31.7M0.09%-46,25513F-HRTimeline
NewEdge Advisors, LLC675,090$31.7M0.11%+17,08113F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC666,657$31.3M1.24%+11,53113F-HRTimelineGroup
AlphaStar Capital Management, LLC663,173$31.1M2.29%-55,46013F-HRTimeline
BlueStem Wealth Partners, LLC640,166$30M3.34%-344,67313F-HRTimeline
MATAURO, LLC597,277$28M4.05%+541,39413F-HRTimeline
Independent Advisor Alliance587,379$27.6M0.3%+492,62713F-HRTimeline
CGN Advisors LLC585,941$27.5M2.17%-5,22313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…583,560$27.4M0.05%-79,95613F-HRTimelineGroup
VICUS CAPITAL571,782$26.8M1.97%+140,57113F-HRTimeline
Tradewinds Capital Management, LLC558,565$26.2M5.2%-136,42413F-HRTimeline
Cercano Management LLC548,897$25.7M1.11%-93,20313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC528,743$24.8M0.03%-4,52513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…491,528$23M0.05%-301,30713F-HRTimeline
Ballentine Partners, LLC487,287$22.9M0.32%+4613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.486,722$22.8M0.96%-20,16813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…479,948$22.5M0.01%+37,40813F-HRTimelineGroup
KWB Wealth476,256$22.3M2.21%-34,92513F-HRTimeline
Brio Consultants, LLC409,393$21.1M2.58%+145,93813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC440,795$20.7M1.27%+12,00013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC440,147$20.6M2.78%+5,93313F-HRTimeline
MA Private Wealth437,500$20.5M3.47%-114,98413F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC430,690$20.2M5.47%+16,39313F-HRTimeline
Chaney Capital Management, Inc.430,119$20.2M7.11%+3,38513F-HRTimeline
Range Advisory, LLC425,770$20M3.7%+147,39413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…420,244$19.7M0.03%-1,73613F-HRTimelineGroup
Allen Capital Group, LLC415,708$19.5M1.76%+4,97313F-HRTimeline
West Wealth Group, LLC408,658$19.2M3.79%-118,67913F-HRTimeline
LPWM LLC380,104$17.8M4.5%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC378,755$17.8M0.78%+75,54413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.377,461$17.7M6.68%+11,73213F-HRTimeline
Facet Wealth, Inc.372,711$17.5M0.3%+39,65113F-HRTimeline
N.E.W. Advisory Services LLC367,377$17.2M1.29%+2,43813F-HRTimeline
Valmark Advisers, Inc.365,144$17.1M0.2%-148,87913F-HRTimeline
Luken Investment Analytics, LLC363,404$17M6.53%+96913F-HRTimeline
Rodgers & Associates, LTD362,626$17M1.73%+95313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.357,358$16.8M1.92%-24,05013F-HRTimeline
ISTHMUS PARTNERS, LLC347,279$16.3M1.71%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC346,383$16.3M0.43%+11,75313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.343,208$16.1M<0.01%+143,45213F-HRTimelineGroup
Tortoise Investment Management, LLC336,843$15.8M1.3%+3,15813F-HRTimeline
Fort Point Capital Partners LLC328,084$15.4M2.02%-10,37613F-HRTimeline
Merit Financial Group, LLC326,192$15.3M0.11%+34,30913F-HRTimeline
Perigon Wealth Management, LLC307,267$14.4M0.26%-102,07213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …304,934$14.3M2.55%+6,03713F-HRTimelineGroup
Summit Financial, LLC297,721$14M0.18%+184,58513F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding297,452$14M+47,040Timeline
RFG Advisory, LLC291,989$13.7M0.25%+1,75613F-HRTimeline
FORBES J M & CO LLP291,873$13.7M1.16%+4,76013F-HRTimeline
Aptus Capital Advisors, LLC290,079$13.6M0.11%+5,51713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC289,743$13.6M1.76%-272,84013F-HRTimeline
SigFig Wealth Management, LLC286,774$13.5M0.39%-4,91113F-HRTimeline
Hobart Private Capital, LLC286,067$13.4M2.64%-4,86113F-HRTimeline
Compton Financial Group, LLC283,901$13.3M2.94%-86,02113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management282,689$13.3M0.15%+77,70013F-HRTimelineGroup
Geneos Wealth Management Inc.280,768$13.2M0.31%+7,06413F-HRTimeline
TRUEFG, LLC275,306$12.9M3.42%+4,23313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC273,432$12.8M0.4%+18,35313F-HRTimeline
OLD MISSION CAPITAL LLC273,364$12.8M0.3%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding272,349$12.8M+218,838Timeline
Second Line Capital, LLC244,079$12.5M2.37%+5,72513F-HRTimeline
ERn Financial, LLC266,079$12.5M2.35%-4,73413F-HRTimeline
Grey Fox Wealth Advisors, LLC263,119$12.3M2.38%+58,26013F-HRTimeline
Peak Financial Management, Inc.261,256$12.3M3.11%+1,24513F-HRTimeline
Sterneck Capital Management, LLC260,253$12.2M5.48%-3,11513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC255,842$12M0.01%+36,44113F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC255,748$12M1.77%+11,68513F-HRTimeline
Midwest Capital Advisors, LLC255,169$12M5.59%-152,81913F-HRTimeline
WRAPMANAGER INC250,076$11.7M4.08%-14,86813F-HRTimeline
Marathon Strategic Advisors, LLC249,422$11.7M8.41%+8,62513F-HRTimeline
JDM Financial Group LLC310,231$11.7M4.51%+18,09713F-HRTimeline
Affiance Financial, LLC248,912$11.7M1.89%+36,36313F-HRTimeline
Cascade Financial Partners, LLC248,602$11.7M1.2%+13,71313F-HRTimeline
Gibbs Wealth Management247,499$11.6M1.53%+135,46013F-HRTimeline
TRB Wealth Management, LLC242,142$11.4M1.61%13F-HRTimeline
Waverly Advisors, LLC235,203$11M0.08%+17,75913F-HRTimeline
FLOW TRADERS U.S. LLC235,201$11M0.35%new13F-HRTimeline
LexAurum Advisors, LLC233,494$11M1.42%13F-HRTimeline
TPG Financial Advisors, LLC231,880$10.9M3.54%+3,78713F-HRTimeline
Aspire Private Capital, LLC229,648$10.8M2.43%+4,16913F-HRTimeline
Heritage Family Offices, LLP227,858$10.7M4.74%-112,09413F-HRTimeline
Leicht Financial Planning & Wealth Mana…227,777$10.7M4.85%-1,50613F-HRTimeline
Detalus Advisors, LLC225,759$10.6M2.42%+66,27213F-HRTimeline
Advyzon Investment Management, LLC224,605$10.5M0.94%+1,26813F-HRTimeline
Atlas Private Wealth Advisors223,980$10.5M2.47%+6,27813F-HRTimeline
HARBOUR INVESTMENTS, INC.220,942$10.4M0.16%+23,07913F-HRTimeline
MONECO ADVISORS, LLC220,859$10.4M0.8%+82,19713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC220,807$10.4M1.27%+77,61413F-HRTimeline
Vestmark Advisory Solutions, Inc.218,209$10.2M0.11%-81,95213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…217,412$10.2M0.19%+10,47513F-HRTimelineGroup
Moss Adams Wealth Advisors LLC216,958$10.2M0.74%+3,23113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC214,339$10.1M0.05%+77,06513F-HRTimelineGroup
VestGen Advisors, LLC194,583$10M0.28%+40,84113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC212,213$9.95M<0.01%+91,67613F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments211,334$9.91M0.58%-275,60613F-HRTimelineGroup
Cobblestone Asset Management LLC205,616$9.65M4.34%-26,12213F-HRTimeline
Signal Advisors Wealth, LLC204,658$9.6M0.66%+31,53313F-HRTimeline
HighPoint Advisor Group LLC202,643$9.51M0.4%-38,08513F-HRTimeline
Aquire Wealth Advisors, LLC202,211$9.49M2.49%-12,39713F-HRTimeline
INTEGRITY ALLIANCE, LLC.202,099$9.48M0.36%+4,64513F-HRTimeline
CAPITAL ADVISORS INC/OK200,476$9.4M0.15%-210,37513F-HRTimeline
Integrated Investment Consultants, LLC198,316$9.3M1.97%+9,11513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …195,155$9.15M0.5%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP193,754$9.09M0.01%+97,01713F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC191,350$8.98M2.47%-3,49013F-HRTimeline
Arax Advisory Partners191,173$8.97M0.25%+5,41913F-HRTimeline
Farther Finance Advisors, LLC190,009$8.94M0.08%+134,20813F-HRTimeline
ONE Advisory Partners, LLC190,004$8.91M2.75%-147,93213F-HRTimeline
My Portfolio Guide, LLC189,600$8.89M4.92%13F-HRTimeline
Melone Private Wealth, LLC188,990$8.87M3.62%+15,06613F-HRTimeline
Revisor Wealth Management LLC188,388$8.84M2.44%-11,77213F-HRTimeline
Millington Financial Advisors, LLC171,409$8.74M3.68%+6,69913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV182,669$8.57M0.01%+121,30713F-HRTimeline
Values Added Financial LLC178,638$8.38M3.53%+3,73913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC177,060$8.31M0.33%-30013F-HRTimeline
Opes Wealth Management LLC174,870$8.2M1.4%+2,84213F-HRTimeline
Orion Porfolio Solutions, LLC174,275$8.18M0.07%-89,45413F-HRTimeline
Clearstead Advisors, LLC173,574$8.14M0.07%+13,11413F-HRTimeline
Fiduciary Alliance LLC156,181$7.88M0.48%-12,08313F-HRTimeline
BRIGHTON SECURITIES CORP.167,322$7.85M3.78%-3,95413F-HRTimeline
IHT Wealth Management, LLC165,962$7.79M0.18%+38,27213F-HRTimeline
Gateway Wealth Partners, LLC163,531$7.67M0.3%+84,60113F-HRTimeline
Financial Insights, Inc.161,469$7.57M2.45%+9,50013F-HRTimeline
Capital Investment Management, Inc.161,248$7.56M2.6%-13,54013F-HRTimeline
Uptown Financial Advisors LLC156,103$7.32M5.92%+12,90313F-HRTimeline
WealthTrak Capital Management LLC156,071$7.32M5.23%+9,22613F-HRTimeline
Fonville Wealth Management LLC155,265$7.28M1.39%+2,19313F-HRTimeline
Windsor Capital Management, LLC155,218$7.28M2.05%-4,18413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding154,953$7.27M+34,130Timeline
Trilogy Capital Inc.154,523$7.25M0.32%+3,08813F-HRTimeline
David Kennon Inc153,844$7.22M2.59%-69213F-HRTimeline
Portside Wealth Group, LLC153,617$7.21M0.98%-115,96513F-HRTimeline
ProVise Management Group, LLC151,263$7.1M0.51%+1,24313F-HRTimeline
Brooklyn FI, LLC149,217$7M1.47%+4,98713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC147,068$6.9M0.77%-3,51613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC140,501$6.89M0.39%+5,62213F-HR/ATimeline
&PARTNERS145,866$6.84M0.03%+42,34013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC145,300$6.82M0.01%+123,90013F-HRTimeline
Wealth Alliance Advisory Group, LLC144,606$6.78M1.07%-82713F-HRTimeline
Pure Financial Advisors, LLC143,845$6.75M0.1%+12,10613F-HRTimeline