State Street SP PTF Em ETFSPEMETF
13F holders, Q4 2024 (December 31)832holders +63
50new positions
49sold out
5famous investors
$38.37avg. 13F price*
At the end of Q4 2024, 832 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 63 from Q3 2024. 50 opened new positions and 49 sold out. The largest holders were Creative Planning ($892.0M), Financial Engines Advisors L.L.C. ($716.0M) and LPL Financial LLC ($387.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $57.0M |
| Exits | 49 | $35.5M |
All 13F filers, Q3 2024 → Q4 2024: 12,782,501 shares bought and 4,987,670 shares sold, net +7,794,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 832 holders
| Creative Planning | 0.87% | Add +1.1% | 23,247,782 | $892.0M |
| Financial Engines Advisors L.L.C. | 1.51% | Add +1.1% | 18,659,764 | $716.0M |
| LPL Financial LLC | 0.16% | Add +4.6% | 10,086,404 | $387.0M |
| Allworth Financial LP | 1.38% | Add +3.0% | 6,486,557 | $250.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +12.1% | 5,899,908 | $226.4M |
| Tiaa Trust, National Association | 0.68% | Add +9.2% | 5,813,700 | $223.1M |
| State Street Corp. | 0.01% | Reduce -11.6% | 5,558,930 | $213.3M |
| Ameriprise Financial Inc. | 0.05% | Add +6.7% | 5,027,304 | $193.0M |
| Horizon Investments, LLC | 4.93% | Add +2.5% | 4,477,662 | $171.8M |
| Morgan Stanley | 0.01% | Add +22.3% | 3,633,452 | $139.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +0.7% | 3,127,918 | $120.0M |
| Bank of America Corp. | 0.01% | Add +33.5% | 2,956,916 | $113.5M |
| Bank of New York Mellon Corp | 0.02% | Add +37.9% | 2,694,747 | $103.4M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Add +13.4% | 2,314,948 | $88.8M |
| Cerity Partners LLC | 0.18% | Add +5.5% | 2,220,674 | $85.2M |
| Townsquare Capital LLC | 0.93% | Reduce -0.5% | 2,143,153 | $82.2M |
| Raymond James Financial Inc. | 0.03% | — | 1,989,623 | $76.3M |
| Assetmark, Inc. | 0.20% | Reduce -11.9% | 1,948,457 | $74.8M |
| Aptus Capital Advisors, LLC | 0.87% | Add +13.0% | 1,895,200 | $72.7M |
| Focus Partners Wealth | 0.19% | Add +32.5% | 1,861,650 | $71.4M |
| Cwm, LLC | 0.29% | Add +39.1% | 1,801,524 | $69.1M |
| Stadion Money Management, LLC | 5.31% | Reduce -1.3% | 1,769,660 | $67.9M |
| Cetera Investment Advisers | 0.13% | Add +11.5% | 1,639,953 | $62.9M |
| Wells Fargo & Company | 0.02% | Add +7.4% | 1,632,003 | $62.6M |
| UBS Group AG | 0.01% | Add +0.4% | 1,627,987 | $62.5M |
| Great Lakes Advisors, LLC | 0.51% | Reduce -1.0% | 1,555,897 | $59.7M |
| Mariner, LLC | 0.09% | Reduce -1.6% | 1,449,015 | $55.6M |
| Osaic Holdings, Inc. | 0.10% | Add +3.0% | 1,281,702 | $45.3M |
| Private Advisor Group, LLC | 0.25% | Add +7.3% | 1,160,956 | $44.5M |
| HighTower Advisors, LLC | 0.06% | Add +0.6% | 1,125,455 | $43.2M |
| Advisory Alpha, LLC | 1.52% | Reduce -4.5% | 1,112,922 | $42.7M |
| Royal Bank of Canada | 0.01% | Add +11.7% | 1,097,891 | $42.1M |
| JNBA Financial Advisors | 4.08% | Reduce -5.1% | 1,041,290 | $40.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.5% | 1,024,841 | $39.3M |
| BlueStem Wealth Partners, LLC | 5.00% | — | 991,674 | $38.1M |
| GeoWealth Management, LLC | 1.22% | Reduce -10.4% | 969,628 | $37.2M |
| Equitable Holdings, Inc. | 0.33% | Add +3.3% | 913,714 | $35.1M |
| Koss-Olinger Consulting, LLC | 2.88% | Add +4.4% | 855,516 | $32.8M |
| Luken Investment Analytics, LLC | 14.82% | Reduce -0.3% | 834,276 | $32.0M |
| McNamara Financial Services, Inc. | 7.37% | Reduce -8.6% | 817,092 | $31.4M |
| Pathstone Holdings, LLC | 0.14% | Add +0.7% | 808,126 | $31.0M |
| MML Investors Services, LLC | 0.10% | Add +5.9% | 757,157 | $29.1M |
| Betterment LLC | 0.07% | Add +25.5% | 734,875 | $28.2M |
| Cutler Investment Counsel LLC | 3.50% | Add +5.4% | 732,993 | $28.1M |
| Sei Investments Co. | 0.04% | Add +64.8% | 722,859 | $27.7M |
| NewEdge Advisors, LLC | 0.16% | Add +22.8% | 713,240 | $27.4M |
| Global Strategic Investment Solutions, LLC | 3.13% | Add +0.4% | 697,535 | $26.8M |
| Park Avenue Securities LLC | 0.27% | Add +7.1% | 681,531 | $26.1M |
| Clearstead Advisors, LLC | 0.40% | Add +1.6% | 680,062 | $26.1M |
| ICONIQ Capital, LLC | 0.40% | Add +1.5% | 661,733 | $25.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 656,428 | $25.2M |
| Trilogy Capital Inc. | 1.27% | Add +0.7% | 644,283 | $24.7M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.8% | 574,200 | $23.1M |
| AlphaStar Capital Management, LLC | 2.40% | Add +3.8% | 597,217 | $22.9M |
| Pineridge Advisors LLC | 8.61% | Add +15.7% | 594,219 | $22.8M |
| Meeder Advisory Services, Inc. | 1.40% | Reduce -4.9% | 583,833 | $22.4M |
| St Germain D J Co. Inc. | 0.99% | Reduce -15.0% | 568,267 | $21.8M |
| Axxcess Wealth Management, LLC | 0.54% | Add +1.1% | 564,828 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.9% | 547,524 | $21.0M |
| Financial Strategies Group, Inc. | 5.02% | Reduce -0.3% | 561,627 | $21.0M |
| Signature Estate & Investment Advisors LLC | 0.50% | Reduce -10.0% | 524,369 | $20.1M |
| Valmark Advisers, Inc. | 0.31% | Reduce -3.4% | 522,126 | $20.0M |
| Venturi Wealth Management, LLC | 0.97% | Add +15.3% | 516,287 | $19.8M |
| Ballentine Partners, LLC | 0.33% | Reduce -2.8% | 508,176 | $19.5M |
| KWB Wealth | 2.40% | Reduce -13.0% | 469,447 | $19.4M |
| Impact Partnership Wealth, LLC | 3.84% | Add +11.1% | 496,324 | $19.0M |
| CGN Advisors LLC | 1.81% | Add +3.6% | 485,319 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.4% | 484,573 | $18.6M |
| Capital Asset Advisory Services LLC | 0.90% | Add +4.9% | 476,122 | $18.3M |
| Heritage Family Offices, LLP | 8.56% | Add +0.3% | 446,891 | $17.1M |
| WCG Wealth Advisors LLC | 1.13% | Add +0.8% | 444,332 | $17.0M |
| Knightsbridge Asset Management, LLC | 3.79% | Add +3.5% | 420,136 | $16.1M |
| Capital Wealth Management, LLC | 6.79% | Add +7.3% | 413,001 | $15.8M |
| Atlas Capital Advisors Inc. | 2.00% | Add +0.4% | 408,642 | $15.7M |
| ERn Financial, LLC | 2.27% | Add +0.3% | 393,732 | $15.1M |
| N.E.W. Advisory Services LLC | 1.42% | Reduce -9.7% | 390,138 | $15.0M |
| KFG Wealth Management, LLC | 2.76% | Add +31.5% | 385,342 | $14.8M |
| Allen Capital Group, LLC | 1.77% | Add +1.1% | 376,792 | $14.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.9% | 375,549 | $14.4M |
| Chaney Capital Management, Inc. | 6.79% | Add +15.4% | 374,142 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.7% | 367,841 | $14.1M |
| Banco Santander, S.A. | 0.16% | Add +6.7% | 347,719 | $13.3M |
| Rodgers & Associates, LTD | 1.57% | Reduce -1.5% | 343,027 | $13.2M |
| SigFig Wealth Management, LLC | 0.48% | Reduce -5.6% | 355,053 | $13.1M |
| Tidal Investments LLC | 0.11% | Add +6.5% | 341,804 | $13.1M |
| Woodmont Investment Counsel LLC | 0.96% | Add +1.5% | 338,374 | $13.0M |
| Walkner Condon Financial Advisors LLC | 2.60% | Reduce -2.3% | 333,409 | $12.8M |
| Independent Advisor Alliance | 0.17% | Add +6357.9% | 328,192 | $12.6M |
| Aspire Private Capital, LLC | 3.00% | Reduce -13.3% | 314,743 | $12.1M |
| Tortoise Investment Management, LLC | 1.23% | Add +3.6% | 302,406 | $11.6M |
| Atlas Private Wealth Advisors | 1.64% | Reduce -1.3% | 301,469 | $11.6M |
| Sterneck Capital Management, LLC | 6.12% | Add +0.5% | 295,298 | $11.3M |
| Kestra Investment Management, LLC | 0.44% | Add +19.4% | 289,201 | $11.1M |
| Elm Partners Management LLC | 0.70% | New | 267,997 | $10.3M |
| Truefg, LLC | 3.35% | Add +0.5% | 267,236 | $10.3M |
| Landmark Wealth Management, Inc. | 4.96% | Add +2.6% | 265,297 | $10.2M |
| Forbes J M & Co. LLP | 0.98% | Add +0.7% | 265,153 | $10.2M |
| Onyx Bridge Wealth Group LLC | 1.46% | Add +694.6% | 264,312 | $10.1M |
| Geneos Wealth Management Inc. | 0.35% | Add +10.3% | 259,887 | $10.0M |
| Brookstone Capital Management | 0.14% | Reduce -3.8% | 251,702 | $9.7M |
"% 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.