SPDR INDEX SHS FDS (SPEM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
52
Reporting holders
$115.9M
Reported value
0.0%
Calls
0.0%
Puts
-986
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | $14.1M | 272,825 | 0.35% | 32q | -3.1%-$451.5K |
| Farther Finance Advisors, LLC | $10.3M | 199,918 | 0.07% | 15q | +5.1%+$499.3K |
| BRIGHTON SECURITIES CORP. | $9.2M | 178,006 | 3.86% | 8q | +3.9%+$350.1K |
| Delta Wealth Advisors LLC | $8.1M | 156,274 | 5.56% | 11q | +1.5%+$118.5K |
| Financial Enhancement Group LLC | $6.2M | 119,014 | 0.71% | 32q | +6.5%+$377.0K |
| Boltwood Capital Management | $5.8M | 112,573 | 1.31% | 29q | HELD |
| RIVERSEDGE ADVISORS, LLC | $5.5M | 105,776 | 0.67% | 27q | HELD |
| YHB Investment Advisors, Inc. | $4.5M | 87,861 | 0.29% | 25q | HELD |
| Balefire, LLC | $4.5M | 86,845 | 0.71% | 14q | +19.6%+$736.8K |
| Boston Standard Wealth Management, LLC | $3.9M | 74,904 | 0.56% | 32q | +2.8%+$107.1K |
| LEGACY SOLUTIONS, LLC | $3.5M | 66,933 | 2.65% | 8q | +2.1%+$69.9K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $3.2M | 62,390 | 0.76% | 19q | -3.0%-$99.0K |
| Partnership Wealth Management, LLC | $3.0M | 57,326 | 2.12% | 12q | -2.6%-$79.1K |
| Cadent Capital Advisors, LLC | $2.8M | 53,573 | 0.59% | 9q | HELD |
| RTD Financial Advisors, Inc. | $2.6M | 50,246 | 0.28% | 20q | -1.0%-$25.3K |
| Roan Capital Partners | $2.5M | 49,129 | 1.86% | 3q | -1.0%-$26.1K |
| Peterson Wealth Advisors, LLC | $2.4M | 46,510 | 0.28% | 32q | -2.1%-$50.8K |
| Apella Capital, LLC | $2.3M | 44,305 | 0.03% | 21q | -2.1%-$50.2K |
| Cambridge Financial Group, LLC | $2.0M | 38,711 | 0.63% | 12q | HELD |
| Montz Harcus Wealth Management LLC | $1.9M | 36,262 | 0.66% | 20q | +25.6%+$383.0K |
| GK Wealth Management LLC | $1.7M | 33,239 | 0.97% | 2q | -17.6%-$366.4K |
| McNaughton Wealth Management, LLC | $1.7M | 32,896 | 0.59% | 28q | -0.9%-$15.1K |
| Rosenberg Matthew Hamilton | $1.5M | 28,259 | 0.26% | 27q | -1.1%-$16.4K |
| Sound Income Strategies, LLC | $1.3M | 26,093 | 0.06% | 14q | +32.0%+$326.2K |
| Apeiron RIA LLC | $1.2M | 22,398 | 0.26% | 20q | +1.4%+$15.8K |
| Pacifica Partners Inc. | $1.1M | 22,310 | 0.35% | 28q | +4.1%+$45.1K |
| Wedmont Private Capital | $1.1M | 21,375 | 0.03% | 18q | -23.0%-$328.3K |
| Sunburst Financial Group, LLC | $976.5K | 18,865 | 0.15% | 18q | -0.8%-$7.8K |
| WALLER FINANCIAL PLANNING GROUP, INC | $905.0K | 17,485 | 0.18% | 32q | +1.0%+$8.6K |
| CoreCap Advisors, LLC | $741.6K | 14,326 | 0.02% | 19q | +1.0%+$7.2K |
| Plan A Wealth LLC | $662.8K | 12,805 | 0.24% | 8q | -11.4%-$85.1K |
| Post Resch Tallon Group Inc. | $616.0K | 11,901 | 0.42% | 8q | -1.9%-$12.2K |
| First Heartland Consultants, Inc. | $469.8K | 9,076 | 0.03% | 6q | -3.6%-$17.7K |
| Trust Co | $434.5K | 8,394 | 0.04% | 4q | +34.6%+$111.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $398.5K | 7,699 | 0.08% | 24q | +1.7%+$6.8K |
| Gerald Baker Financial Group LLC | $372.8K | 7,203 | 0.11% | 3q | HELD |
| Castleview Partners, LLC | $346.5K | 6,694 | 0.15% | 5q | -4.0%-$14.3K |
| FELL CAPITAL MANAGEMENT /ADV | $336.6K | 6,503 | 0.29% | 4q | -0.7%-$2.3K |
| GILPIN WEALTH MANAGEMENT, LLC | $316.8K | 6,120 | 0.21% | 4q | -3.2%-$10.4K |
| Venture Visionary Partners LLC | $284.6K | 5,499 | 0.01% | 3q | +2.0%+$5.6K |
| FC Advisory LLC | $260.8K | 5,039 | 0.07% | 6q | HELD |
| Stonebridge Financial Group, LLC | $249.5K | 4,820 | 0.02% | 8q | -0.7%-$1.8K |
| Whalen Wealth Management Inc. | $232.7K | 4,495 | 0.10% | 2q | +2.2%+$4.9K |
| GAMMA Investing LLC | $102.5K | 1,981 | 0.00% | 3q | -18.7%-$23.6K |
| Planning Strategies Inc. | $77.6K | 1,500 | 0.05% | 2q | -5.1%-$4.1K |
| MJT & Associates Financial Advisory Group, Inc. | $56.5K | 1,091 | 0.04% | 7q | HELD |
| TOMPKINS FINANCIAL CORP | $24.3K | 469 | 0.00% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $12.9K | 250 | 0.00% | 6q | HELD |
| Davis Capital Management | $12.4K | 239 | 0.01% | 11q | HELD |
| Miller Global Investments, LLC | $11.1K | 215 | 0.01% | 3q | HELD |
| CX Institutional | $7.0K | 135,530 | 0.19% | 12q | -1.8% |
| Noble Wealth Management PBC | $3.6K | 70 | 0.00% | 7q | HELD |
| EASTERN BANK | $2.5K | 48 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 52 | $115.9M | 2,238,738 | 0 | 17 | 21 | 0.0% |
| Q2 2026 | 1,038 | $14.4B | 277,799,331 | 83 | 414 | 307 | 0.0% |
| Q1 2026 | 1,001 | $12.0B | 256,304,585 | 75 | 417 | 266 | 0.0% |
| Q4 2025 | 982 | $11.3B | 241,072,788 | 71 | 411 | 255 | 0.0% |
| Q3 2025 | 889 | $10.8B | 232,129,835 | 65 | 354 | 275 | 0.0% |
| Q2 2025 | 871 | $9.3B | 217,959,397 | 89 | 365 | 253 | 0.0% |
| Q1 2025 | 838 | $7.8B | 198,540,480 | 63 | 321 | 281 | 0.0% |
| Q4 2024 | 831 | $7.6B | 198,930,604 | 51 | 310 | 273 | 0.0% |
| Q3 2024 | 767 | $7.7B | 187,102,754 | 77 | 277 | 260 | 0.0% |
| Q2 2024 | 729 | $7.1B | 187,398,490 | 54 | 289 | 248 | 0.0% |
| Q1 2024 | 714 | $6.6B | 182,134,706 | 38 | 277 | 277 | 0.0% |
| Q4 2023 | 723 | $6.7B | 189,229,642 | 73 | 280 | 236 | 0.0% |
| Q3 2023 | 626 | $5.8B | 172,139,724 | 43 | 255 | 211 | 0.0% |
| Q2 2023 | 629 | $5.7B | 167,021,034 | 42 | 293 | 183 | 0.0% |
| Q1 2023 | 619 | $5.3B | 154,046,486 | 55 | 272 | 181 | 0.0% |
| Q4 2022 | 610 | $5.6B | 170,429,112 | 72 | 238 | 196 | 0.0% |
| Q3 2022 | 564 | $3.8B | 121,820,704 | 43 | 245 | 183 | 0.1% |
| Q2 2022 | 575 | $4.0B | 115,333,942 | 41 | 234 | 214 | 0.1% |
| Q1 2022 | 594 | $4.4B | 112,914,983 | 48 | 272 | 170 | 0.0% |
| Q4 2021 | 578 | $3.9B | 94,568,021 | 39 | 253 | 144 | 0.0% |
| Q3 2021 | 514 | $4.0B | 94,325,212 | 35 | 224 | 156 | 0.0% |
| Q2 2021 | 532 | $4.2B | 94,710,680 | 38 | 260 | 148 | 0.0% |
| Q1 2021 | 524 | $4.0B | 92,262,725 | 64 | 212 | 151 | 0.0% |
| Q4 2020 | 469 | $3.4B | 80,251,892 | 36 | 187 | 129 | 0.0% |
| Q3 2020 | 414 | $2.8B | 75,878,615 | 42 | 153 | 143 | 0.0% |
| Q2 2020 | 393 | $2.5B | 74,463,351 | 44 | 156 | 145 | 0.0% |
| Q1 2020 | 392 | $1.9B | 65,381,101 | 51 | 168 | 135 | 0.0% |
| Q4 2019 | 413 | $2.1B | 55,185,961 | 54 | 195 | 61 | 0.0% |
| Q3 2019 | 335 | $1.4B | 39,672,535 | 35 | 167 | 78 | 0.0% |
| Q2 2019 | 325 | $1.6B | 44,379,003 | 38 | 155 | 87 | 0.0% |
| Q1 2019 | 310 | $1.7B | 47,507,633 | 40 | 172 | 50 | 0.0% |
| Q4 2018 | 283 | $1.2B | 35,500,076 | 2 | 7 | 6 | 0.0% |