# SPDR INDEX SHS FDS (SPEM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPEM/

- Reporting holders: 52
- Reported value: $115.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $14.1M | 272,825 | 0.4% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.3M | 199,918 | 0.1% | 15 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $9.2M | 178,006 | 3.9% | 8 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $8.1M | 156,274 | 5.6% | 11 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $6.2M | 119,014 | 0.7% | 32 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $5.8M | 112,573 | 1.3% | 29 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $5.5M | 105,776 | 0.7% | 27 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $4.5M | 87,861 | 0.3% | 25 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $4.5M | 86,845 | 0.7% | 14 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $3.9M | 74,904 | 0.6% | 32 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $3.5M | 66,933 | 2.6% | 8 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $3.2M | 62,390 | 0.8% | 19 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $3.0M | 57,326 | 2.1% | 12 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $2.8M | 53,573 | 0.6% | 9 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $2.6M | 50,246 | 0.3% | 20 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $2.5M | 49,129 | 1.9% | 3 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $2.4M | 46,510 | 0.3% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.3M | 44,305 | 0.0% | 21 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $2.0M | 38,711 | 0.6% | 12 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $1.9M | 36,262 | 0.7% | 20 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.7M | 33,239 | 1.0% | 2 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.7M | 32,896 | 0.6% | 28 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.5M | 28,259 | 0.3% | 27 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.3M | 26,093 | 0.1% | 14 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.2M | 22,398 | 0.3% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 52 | $115.9M |
| Q2 2026 | 1,038 | $14.4B |
| Q1 2026 | 1,001 | $12.0B |
| Q4 2025 | 982 | $11.3B |
| Q3 2025 | 889 | $10.8B |
| Q2 2025 | 871 | $9.3B |
| Q1 2025 | 838 | $7.8B |
| Q4 2024 | 831 | $7.6B |
| Q3 2024 | 767 | $7.7B |
| Q2 2024 | 729 | $7.1B |
| Q1 2024 | 714 | $6.6B |
| Q4 2023 | 723 | $6.7B |