SPDR INDEX SHS FDS (SPEM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,005
Reporting holders
$13.2B
Reported value
0.0%
Held as options
+35
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Creative Planning | $1.1B | 21,397,101 | 0.65% | 31q | -1.7%-$19.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $975.0M | 18,828,888 | 0.13% | 12q | +2.8%+$27.0M |
| Sixth Street Partners Management Company, L.P. | $975.0M | 18,828,888 | 0.13% | new | NEW |
| LPL Financial LLC | $926.0M | 17,883,639 | 0.21% | 31q | +7.1%+$61.5M |
| GOLDMAN SACHS GROUP INC | $576.9M | 11,142,176 | 0.05% | 24q | +73.5%+$244.4M |
| MORGAN STANLEY | $488.0M | 9,425,063 | 0.03% | 35q | +5.0%+$23.2M |
| Allworth Financial LP | $373.9M | 7,221,745 | 1.59% | 31q | -22.6%-$109.3M |
| ENVESTNET ASSET MANAGEMENT INC | $367.1M | 7,088,993 | 0.09% | 31q | -5.3%-$20.7M |
| STATE STREET CORP | $270.9M | 5,231,398 | 0.01% | 31q | +6.7%+$17.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $213.6M | 4,126,010 | 0.74% | 2q | HELD |
| Financial Engines Advisors L.L.C. | $201.6M | 3,892,454 | 0.36% | 27q | -76.9%-$669.5M |
| HighTower Advisors, LLC | $183.3M | 3,540,844 | 0.18% | 30q | +23.6%+$35.1M |
| AMERIPRISE FINANCIAL INC | $180.6M | 3,484,842 | 0.04% | 31q | -44.2%-$142.8M |
| Cerity Partners LLC | $174.8M | 3,376,307 | 0.21% | 13q | +3.6%+$6.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $174.0M | 3,360,781 | 0.09% | 31q | -2.9%-$5.1M |
| Horizon Investments, LLC | $173.4M | 3,348,734 | 1.90% | 18q | -18.4%-$39.1M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $125.5M | 2,423,495 | 0.94% | 4q | +2.0%+$2.4M |
| UBS Group AG | $124.2M | 2,398,745 | 0.02% | 31q | +1.6%+$2.0M |
| Corient Private Wealth LP | $121.8M | 2,352,349 | 0.08% | 15q | +84.7%+$55.9M |
| BANK OF AMERICA CORP /DE/ | $120.8M | 2,333,463 | 0.01% | 31q | -5.1%-$6.4M |
| WELLS FARGO & COMPANY/MN | $115.8M | 2,235,419 | 0.02% | 31q | -47.0%-$102.6M |
| Focus Partners Wealth | $111.2M | 2,148,441 | 0.11% | 11q | -3.1%-$3.5M |
| Envestnet Portfolio Solutions, Inc. | $109.9M | 2,123,055 | 0.53% | 12q | +12.6%+$12.3M |
| Cetera Investment Advisers | $100.4M | 1,938,678 | 0.09% | 23q | HELD |
| RAYMOND JAMES FINANCIAL INC | $95.3M | 1,839,674 | 0.03% | 7q | -6.7%-$6.8M |
| OSAIC HOLDINGS, INC. | $82.4M | 1,590,899 | 0.10% | 26q | +19.2%+$13.3M |
| ASSETMARK, INC | $78.0M | 1,506,098 | 0.13% | 31q | +3.3%+$2.5M |
| Integrated Wealth Concepts LLC | $72.9M | 1,406,955 | 0.36% | 25q | +77.9%+$31.9M |
| Private Advisor Group, LLC | $71.6M | 1,382,153 | 0.33% | 31q | +23.4%+$13.6M |
| Advisory Alpha, LLC | $69.1M | 1,335,026 | 1.70% | 31q | HELD |
| Equitable Holdings, Inc. | $67.4M | 1,302,040 | 0.40% | 22q | -0.6%-$399.7K |
| ROYAL BANK OF CANADA | $65.5M | 1,265,741 | 0.01% | 31q | +9.6%+$5.7M |
| Mariner, LLC | $65.1M | 1,258,087 | 0.07% | 31q | -33.7%-$33.2M |
| Cassaday & Co Wealth Management LLC | $57.5M | 1,110,730 | 1.08% | 7q | -1.5%-$851.2K |
| JPMORGAN CHASE & CO | $57.1M | 1,112,313 | 0.00% | 15q | -7.6%-$4.7M |
| NorthRock Partners, LLC | $56.6M | 1,092,633 | 0.82% | 4q | -2.8%-$1.7M |
| WCG Wealth Advisors LLC | $53.5M | 1,032,371 | 1.27% | 17q | +1.3%+$695.0K |
| MML INVESTORS SERVICES, LLC | $51.9M | 1,002,068 | 0.11% | 31q | +48.3%+$16.9M |
| Elm Partners Management LLC | $50.4M | 973,914 | 1.81% | 7q | +17.8%+$7.6M |
| Stadion Money Management, LLC | $48.7M | 940,036 | 4.20% | 31q | -5.1%-$2.6M |
| BlueStem Wealth Partners, LLC | $45.8M | 885,440 | 4.57% | 7q | +38.3%+$12.7M |
| NewEdge Advisors, LLC | $45.5M | 879,360 | 0.14% | 31q | +438.3%+$37.1M |
| GREAT LAKES ADVISORS, LLC | $45.5M | 878,713 | 0.35% | 31q | +0.8%+$341.6K |
| Savvy Advisors, Inc. | $45.3M | 874,783 | 0.96% | 11q | -16.2%-$8.8M |
| McNamara Financial Services, Inc. | $44.8M | 865,525 | 7.73% | 31q | HELD |
| Pathstone Holdings, LLC | $44.4M | 858,390 | 0.13% | 11q | -0.8%-$352.3K |
| Beacon Pointe Advisors, LLC | $43.5M | 839,386 | 0.20% | 29q | -4.6%-$2.1M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $43.3M | 878,444 | 2.94% | 25q | +99.6%+$21.6M |
| CUTLER INVESTMENT COUNSEL LLC | $41.9M | 808,417 | 3.94% | 31q | +0.8%+$350.8K |
| JNBA Financial Advisors | $41.3M | 796,899 | 3.12% | 31q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $40.8M | 788,100 | 0.73% | 31q | +1.8%+$723.4K |
| GeoWealth Management, LLC | $40.4M | 780,430 | 1.27% | 26q | +5.2%+$2.0M |
| AXXCESS WEALTH MANAGEMENT, LLC | $39.6M | 764,963 | 0.63% | 19q | +5.0%+$1.9M |
| Merit Financial Group, LLC | $38.4M | 741,687 | 0.12% | 19q | +127.4%+$21.5M |
| SEI INVESTMENTS CO | $38.3M | 739,179 | 0.03% | 11q | -6.3%-$2.6M |
| Capital Asset Advisory Services LLC | $36.8M | 711,629 | 1.33% | 27q | +6.8%+$2.3M |
| AlphaStar Capital Management, LLC | $36.3M | 701,995 | 2.31% | 31q | +5.9%+$2.0M |
| Venturi Wealth Management, LLC | $36.3M | 700,737 | 1.40% | 12q | +1.4%+$511.4K |
| Global Strategic Investment Solutions, LLC | $35.9M | 693,186 | 3.18% | 31q | HELD |
| ATLAS CAPITAL ADVISORS INC. | $35.7M | 723,229 | 2.00% | 29q | +102.4%+$18.1M |
| ST GERMAIN D J CO INC | $34.7M | 669,620 | 1.25% | 19q | HELD |
| MATAURO, LLC | $33.6M | 647,952 | 4.44% | 7q | +8.5%+$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $32.1M | 619,011 | 0.04% | 31q | +17.1%+$4.7M |
| VICUS CAPITAL | $31.1M | 600,514 | 2.01% | 21q | +5.0%+$1.5M |
| CGN Advisors LLC | $29.7M | 572,818 | 2.17% | 23q | -2.2%-$679.5K |
| Impact Partnership Wealth, LLC | $27.7M | 535,689 | 2.70% | 13q | -31.8%-$13.0M |
| Savant Capital, LLC | $25.7M | 515,162 | 0.08% | 31q | +140.3%+$15.0M |
| PNC Financial Services Group, Inc. | $25.2M | 486,714 | 0.01% | 31q | +1.4%+$350.3K |
| Ballentine Partners, LLC | $25.1M | 485,211 | 0.31% | 31q | HELD |
| KWB Wealth | $24.7M | 476,296 | 2.11% | 23q | HELD |
| Meeder Advisory Services, Inc. | $23.8M | 459,082 | 0.87% | 15q | -5.7%-$1.4M |
| WOODMONT INVESTMENT COUNSEL LLC | $23.4M | 452,274 | 1.28% | 11q | +2.6%+$594.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.3M | 455,253 | 0.04% | 31q | -7.4%-$1.9M |
| BlackRock, Inc. | $22.7M | 438,923 | 0.00% | 8q | +27.9%+$5.0M |
| CAPITAL WEALTH MANAGEMENT, LLC | $22.5M | 435,418 | 5.42% | 31q | +1.1%+$244.8K |
| Allen Capital Group, LLC | $22.4M | 431,898 | 1.82% | 14q | +3.9%+$838.3K |
| Chaney Capital Management, Inc. | $22.2M | 429,538 | 6.99% | 9q | HELD |
| Brio Consultants, LLC | $22.0M | 424,043 | 2.57% | 3q | +3.6%+$758.6K |
| Rockefeller Capital Management L.P. | $21.7M | 419,491 | 0.03% | 27q | HELD |
| LANDMARK WEALTH MANAGEMENT, INC. | $21.6M | 417,135 | 7.15% | 9q | +10.5%+$2.1M |
| MA Private Wealth | $21.2M | 408,868 | 3.15% | 26q | -6.5%-$1.5M |
| Tradewinds Capital Management, LLC | $20.7M | 398,992 | 3.67% | 7q | -28.6%-$8.3M |
| Rodgers & Associates, LTD | $20.1M | 387,231 | 1.82% | 23q | +6.8%+$1.3M |
| CAPITAL ADVISORS INC/OK | $20.0M | 386,241 | 0.29% | 29q | +92.7%+$9.6M |
| LPWM LLC | $19.9M | 384,456 | 4.42% | 2q | +1.1%+$225.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $19.6M | 378,284 | 0.75% | 27q | HELD |
| Valmark Advisers, Inc. | $19.2M | 370,421 | 0.20% | 26q | +1.4%+$273.2K |
| Luken Investment Analytics, LLC | $18.9M | 364,088 | 6.59% | 16q | HELD |
| Global Retirement Partners, LLC | $18.8M | 362,989 | 0.29% | 16q | +26.3%+$3.9M |
| N.E.W. Advisory Services LLC | $18.6M | 358,906 | 1.24% | 26q | -2.3%-$438.6K |
| Facet Wealth, Inc. | $18.6M | 358,467 | 0.27% | 23q | -3.8%-$737.6K |
| Fort Point Capital Partners LLC | $17.9M | 346,612 | 1.25% | 31q | +5.6%+$959.4K |
| ISTHMUS PARTNERS, LLC | $17.7M | 340,969 | 1.71% | 2q | -1.8%-$326.7K |
| Tortoise Investment Management, LLC | $17.4M | 336,148 | 1.30% | 31q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $17.0M | 329,001 | 1.01% | 12q | -1.9%-$331.4K |
| West Wealth Group, LLC | $16.9M | 326,406 | 2.76% | 10q | -20.1%-$4.3M |
| Financial Strategies Group, Inc. | $16.8M | 327,729 | 2.67% | 27q | -48.2%-$15.6M |
| OLD MISSION CAPITAL LLC | $16.7M | 321,979 | 0.26% | 2q | +17.8%+$2.5M |
| Financial Gravity Companies, Inc. | $16.1M | 310,423 | 2.61% | 4q | +7.7%+$1.2M |
| Arax Advisory Partners | $16.1M | 310,211 | 0.11% | 3q | +62.3%+$6.2M |
Showing the largest 100 of 1,031 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,005 | $13.2B | 254,655,715 | 79 | 400 | 299 | 0.0% |
| Q1 2026 | 970 | $11.7B | 249,104,119 | 73 | 401 | 257 | 0.0% |
| Q4 2025 | 950 | $10.8B | 231,901,768 | 67 | 394 | 248 | 0.0% |
| Q3 2025 | 858 | $10.4B | 222,996,979 | 65 | 337 | 268 | 0.0% |
| Q2 2025 | 826 | $8.9B | 208,053,524 | 86 | 338 | 247 | 0.0% |
| Q1 2025 | 792 | $7.5B | 190,789,700 | 54 | 308 | 268 | 0.0% |
| Q4 2024 | 789 | $7.3B | 191,109,700 | 50 | 291 | 258 | 0.0% |
| Q3 2024 | 720 | $7.4B | 180,621,177 | 71 | 266 | 243 | 0.0% |
| Q2 2024 | 685 | $6.7B | 178,781,910 | 51 | 274 | 233 | 0.0% |
| Q1 2024 | 667 | $6.3B | 174,357,588 | 37 | 259 | 255 | 0.0% |
| Q4 2023 | 671 | $6.3B | 179,543,928 | 65 | 258 | 221 | 0.0% |
| Q3 2023 | 580 | $5.5B | 163,781,067 | 41 | 237 | 196 | 0.0% |
| Q2 2023 | 570 | $5.3B | 153,772,043 | 41 | 268 | 160 | 0.0% |
| Q1 2023 | 547 | $4.8B | 139,401,120 | 46 | 242 | 161 | 0.0% |
| Q4 2022 | 524 | $4.1B | 125,200,628 | 61 | 202 | 173 | 0.1% |
| 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% |