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Disclosery

SPEM SPDR INDEX SHS FDS

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SHS (fund)

Filings received so far for Q3 2026: 53 13F filers report a position in SPEM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
SigFig Wealth Management, LLC272,825$14.1M0.35%-8,72313F-HRTimeline
Farther Finance Advisors, LLC199,918$10.3M0.07%+9,64613F-HRTimeline
BRIGHTON SECURITIES CORP.178,006$9.21M3.86%+6,76313F-HRTimeline
Delta Wealth Advisors LLC156,274$8.09M5.56%+2,29013F-HRTimeline
CX Institutional135,530$7.01M0.19%-2,46513F-HRTimeline
Financial Enhancement Group LLC119,014$6.21M0.71%+7,22313F-HRTimeline
Boltwood Capital Management112,573$5.83M1.31%+6913F-HRTimeline
RIVERSEDGE ADVISORS, LLC105,776$5.47M0.68%-26813F-HRTimeline
YHB Investment Advisors, Inc.87,861$4.55M0.29%+11813F-HRTimeline
Balefire, LLC86,845$4.5M0.71%+14,23413F-HRTimeline
Boston Standard Wealth Management, LLC74,904$3.88M0.56%+2,06913F-HRTimeline
LEGACY SOLUTIONS, LLC66,933$3.46M2.65%+1,35113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC62,390$3.23M0.76%-1,91313F-HRTimeline
Partnership Wealth Management, LLC57,326$2.97M2.12%-1,52813F-HRTimeline
Cadent Capital Advisors, LLC53,573$2.77M0.59%+11213F-HRTimeline
RTD Financial Advisors, Inc.50,246$2.6M0.28%-48813F-HRTimeline
Roan Capital Partners49,129$2.54M1.86%-50413F-HRTimeline
Peterson Wealth Advisors, LLC46,510$2.41M0.28%-98213F-HRTimeline
Apella Capital, LLC44,305$2.31M0.03%-96213F-HRTimeline
Cambridge Financial Group, LLC38,711$2M0.63%013F-HRTimeline
Montz Harcus Wealth Management LLC36,262$1.88M0.66%+7,40013F-HRTimeline
GK Wealth Management LLC33,239$1.72M0.97%-7,07913F-HRTimeline
McNaughton Wealth Management, LLC32,896$1.7M0.59%-29113F-HRTimeline
Rosenberg Matthew Hamilton28,259$1.46M0.26%-31613F-HRTimeline
Sound Income Strategies, LLC26,093$1.34M0.06%+6,33113F-HRTimeline
Apeiron RIA LLC22,398$1.15M0.26%+30613F-HRTimeline
Pacifica Partners Inc.22,310$1.15M0.35%+87513F-HRTimeline
Wedmont Private Capital21,375$1.1M0.03%-6,37213F-HRTimeline
Sunburst Financial Group, LLC18,865$976K0.16%-15013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC17,485$905K0.18%+16713F-HRTimeline
CoreCap Advisors, LLC14,326$742K0.02%+14013F-HRTimeline
Plan A Wealth LLC12,805$663K0.24%-1,64413F-HRTimeline
Post Resch Tallon Group Inc.11,901$616K0.42%-23513F-HRTimeline
First Heartland Consultants, Inc.9,076$470K0.03%-34113F-HRTimeline
Trust Co8,394$434K0.04%+2,15613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,699$398K0.08%+13113F-HRTimeline
Gerald Baker Financial Group LLC7,203$373K0.11%013F-HRTimeline
Castleview Partners, LLC6,694$346K0.15%-27713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV6,503$337K0.29%-4513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6,120$317K0.21%-20013F-HRTimeline
Venture Visionary Partners LLC5,499$285K0.01%+10913F-HRTimeline
FC Advisory LLC5,039$261K0.07%+1813F-HRTimeline
Stonebridge Financial Group, LLC4,820$249K0.02%-3413F-HRTimeline
Whalen Wealth Management Inc.4,495$233K0.1%+9513F-HRTimeline
GAMMA Investing LLC1,981$103K<0.01%-45513F-HRTimeline
Planning Strategies Inc.1,500$77.6K0.05%-8013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,091$56.5K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP469$24.3K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC250$12.9K<0.01%013F-HRTimeline
Davis Capital Management239$12.4K0.01%013F-HRTimeline
Miller Global Investments, LLC215$11.1K0.01%013F-HRTimeline
Noble Wealth Management PBC70$3.62K<0.01%013F-HRTimeline
EASTERN BANK48$2.48K<0.01%013F-HRTimeline