State Street SP PTF Em ETFSPEMETF
13F holders, Q3 2024 (September 30)769holders +35
75new positions
41sold out
2famous investors
$41.25avg. 13F price*
At the end of Q3 2024, 769 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 35 from Q2 2024. 75 opened new positions and 41 sold out. The largest holders were Creative Planning ($949.3M), Financial Engines Advisors L.L.C. ($761.8M) and LPL Financial LLC ($398.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q3 2024)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $72.5M |
| Exits | 41 | $48.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,763,475 shares bought and 9,233,901 shares sold, net +529,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 769 holders
| Creative Planning | 0.94% | Reduce -2.6% | 22,995,882 | $949.3M |
| Financial Engines Advisors L.L.C. | 1.59% | Add +2.2% | 18,454,174 | $761.8M |
| LPL Financial LLC | 0.18% | Add +5.2% | 9,644,278 | $398.1M |
| Allworth Financial LP | 1.58% | Add +1.1% | 6,297,465 | $260.0M |
| State Street Corp. | 0.01% | Add +10.4% | 6,290,419 | $259.7M |
| Tiaa Trust, National Association | 0.66% | Add +2.9% | 5,325,876 | $219.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +5.4% | 5,265,439 | $217.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -10.7% | 4,713,588 | $194.6M |
| Horizon Investments, LLC | 4.79% | Reduce -4.6% | 4,367,984 | $180.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.6% | 3,106,039 | $128.2M |
| Morgan Stanley | 0.01% | Add +15.1% | 2,970,741 | $122.6M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 2,214,737 | $91.4M |
| Assetmark, Inc. | 0.26% | Add +10.2% | 2,212,515 | $91.3M |
| Townsquare Capital LLC | 1.07% | Add +6.5% | 2,154,446 | $88.9M |
| Cerity Partners LLC | 0.19% | Add +2.0% | 2,104,925 | $86.9M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Add +22.9% | 2,040,869 | $84.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.4% | 1,953,767 | $80.7M |
| Stadion Money Management, LLC | 5.58% | Add +3.7% | 1,793,299 | $74.0M |
| Aptus Capital Advisors, LLC | 1.05% | Add +5.7% | 1,677,338 | $69.2M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +3.1% | 1,628,782 | $67.2M |
| UBS Group AG | 0.02% | Add +5.8% | 1,620,888 | $66.9M |
| Great Lakes Advisors, LLC | 0.54% | Reduce -0.1% | 1,572,001 | $64.9M |
| Wells Fargo & Company | 0.02% | Reduce -22.6% | 1,519,886 | $62.7M |
| Mariner, LLC | 0.11% | Reduce -4.6% | 1,473,320 | $60.8M |
| Cetera Investment Advisers | 0.13% | Reduce -0.3% | 1,470,653 | $60.7M |
| Focus Partners Wealth | 0.19% | Add +10.3% | 1,404,904 | $58.0M |
| Cwm, LLC | 0.23% | Reduce -22.9% | 1,295,242 | $53.5M |
| Osaic Holdings, Inc. | 0.12% | Add +1.4% | 1,244,250 | $51.4M |
| Advisory Alpha, LLC | 1.71% | Add +2.1% | 1,165,052 | $48.1M |
| HighTower Advisors, LLC | 0.07% | Add +0.5% | 1,118,841 | $46.1M |
| JNBA Financial Advisors | 4.56% | Add +13.9% | 1,097,660 | $45.3M |
| GeoWealth Management, LLC | 1.58% | Add +40.5% | 1,082,100 | $44.7M |
| Private Advisor Group, LLC | 0.28% | Reduce -23.7% | 1,081,747 | $44.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -11.3% | 1,061,635 | $43.8M |
| Royal Bank of Canada | 0.01% | Add +1.4% | 982,751 | $40.6M |
| McNamara Financial Services, Inc. | 7.27% | Add +0.2% | 893,756 | $36.9M |
| Equitable Holdings, Inc. | 0.35% | Add +101.7% | 884,984 | $36.5M |
| Luken Investment Analytics, LLC | 15.86% | Reduce -1.0% | 836,546 | $34.5M |
| Koss-Olinger Consulting, LLC | 2.93% | Add +1.6% | 819,109 | $33.8M |
| Pathstone Holdings, LLC | 0.15% | Reduce -0.8% | 802,463 | $33.1M |
| MML Investors Services, LLC | 0.11% | Add +3.1% | 715,244 | $29.5M |
| Cutler Investment Counsel LLC | 3.62% | Add +2.3% | 695,553 | $28.7M |
| Global Strategic Investment Solutions, LLC | 3.35% | Reduce -0.6% | 694,503 | $28.7M |
| Clearstead Advisors, LLC | 0.43% | Add +0.2% | 669,498 | $27.6M |
| St Germain D J Co. Inc. | 1.27% | Reduce -0.3% | 668,560 | $27.6M |
| ICONIQ Capital, LLC | 0.58% | Reduce -0.1% | 651,883 | $26.9M |
| Trilogy Capital Inc. | 1.33% | Reduce -18.5% | 639,889 | $26.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 637,654 | $26.3M |
| Park Avenue Securities LLC | 0.30% | Add +10.2% | 636,597 | $26.3M |
| Meeder Advisory Services, Inc. | 1.64% | Reduce -1.9% | 613,979 | $25.3M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -35.8% | 590,949 | $24.4M |
| Betterment LLC | 0.06% | Add +13.8% | 585,453 | $24.2M |
| Signature Estate & Investment Advisors LLC | 0.55% | Add +3.6% | 582,413 | $24.0M |
| NewEdge Advisors, LLC | 0.16% | Add +11.3% | 580,942 | $24.0M |
| AlphaStar Capital Management, LLC | 1.89% | Add +2.2% | 575,266 | $23.7M |
| Beacon Pointe Advisors, LLC | 0.27% | Add +4.6% | 569,462 | $23.5M |
| Financial Strategies Group, Inc. | 5.46% | Add +1.0% | 563,116 | $23.3M |
| Axxcess Wealth Management, LLC | 0.58% | Add +4.7% | 558,654 | $23.1M |
| Valmark Advisers, Inc. | 0.35% | Reduce -0.6% | 540,706 | $22.3M |
| Ballentine Partners, LLC | 0.37% | Reduce -1.7% | 522,636 | $21.6M |
| Pineridge Advisors LLC | 8.02% | Add +22.0% | 513,765 | $21.2M |
| KWB Wealth | 2.65% | Add +24.5% | 539,764 | $20.3M |
| CGN Advisors LLC | 1.95% | Add +10.5% | 468,615 | $19.3M |
| Waller Financial Planning Group, Inc. | 4.79% | Add +0.9% | 467,983 | $19.3M |
| Capital Asset Advisory Services LLC | 0.94% | Add +7.5% | 453,707 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -26.4% | 451,324 | $18.6M |
| Venturi Wealth Management, LLC | 0.97% | Add +7.2% | 447,658 | $18.5M |
| Impact Partnership Wealth, LLC | 4.16% | Add +52.4% | 446,854 | $18.4M |
| Heritage Family Offices, LLP | 9.50% | Add +0.7% | 445,640 | $18.4M |
| WCG Wealth Advisors LLC | 1.23% | Reduce -5.8% | 440,586 | $18.2M |
| Sei Investments Co. | 0.02% | Add +7.8% | 438,596 | $18.1M |
| N.E.W. Advisory Services LLC | 1.76% | Reduce -4.3% | 432,052 | $17.8M |
| Atlas Capital Advisors Inc. | 2.57% | Add +10.3% | 407,174 | $16.8M |
| Knightsbridge Asset Management, LLC | 3.81% | Add +3.6% | 406,033 | $16.8M |
| ERn Financial, LLC | 2.47% | Add +0.6% | 392,585 | $16.2M |
| Capital Wealth Management, LLC | 6.81% | Add +1.1% | 384,762 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.8% | 378,906 | $15.6M |
| Allen Capital Group, LLC | 1.95% | Add +6.1% | 372,869 | $15.4M |
| Aspire Private Capital, LLC | 3.57% | Add +16.3% | 363,044 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.5% | 358,106 | $14.8M |
| Rodgers & Associates, LTD | 1.72% | Add +1.4% | 348,324 | $14.4M |
| SigFig Wealth Management, LLC | 0.51% | Reduce -4.4% | 376,141 | $14.1M |
| Walkner Condon Financial Advisors LLC | 2.88% | Add +5.8% | 341,396 | $14.1M |
| Woodmont Investment Counsel LLC | 1.04% | Reduce -0.5% | 333,313 | $13.8M |
| Banco Santander, S.A. | 0.16% | Add +124.2% | 325,787 | $13.4M |
| Chaney Capital Management, Inc. | 7.51% | Add +85.6% | 324,099 | $13.4M |
| Tidal Investments LLC | 0.15% | New | 320,888 | $13.2M |
| Atlas Private Wealth Advisors | 1.83% | Add +65.8% | 305,463 | $12.6M |
| Sterneck Capital Management, LLC | 6.57% | Reduce -5.8% | 293,928 | $12.1M |
| KFG Wealth Management, LLC | 2.63% | New | 293,100 | $12.1M |
| Tortoise Investment Management, LLC | 1.26% | Add +4.6% | 291,920 | $12.1M |
| Redwood Investment Management, LLC | 1.03% | Reduce -24.1% | 279,677 | $11.7M |
| TPG Financial Advisors, LLC | 5.10% | Add +6.0% | 274,556 | $11.3M |
| Truefg, LLC | 3.59% | Add +3.3% | 265,877 | $11.0M |
| Forbes J M & Co. LLP | 1.06% | Reduce -1.2% | 263,425 | $10.9M |
| Brookstone Capital Management | 0.16% | Reduce -5.3% | 261,634 | $10.8M |
| Raymond James & Associates | 0.01% | Add +8.9% | 258,992 | $10.7M |
| Landmark Wealth Management, Inc. | 5.32% | Add +21.9% | 258,583 | $10.7M |
| Facet Wealth, Inc. | 0.29% | Reduce -0.8% | 250,147 | $10.1M |
| Kestra Investment Management, LLC | 0.43% | Add +32.1% | 242,218 | $10.0M |
"% of holder's portfolio" is SPEM's weight in each manager's 13F, not the share of State Street SP PTF Em ETF the manager owns.