State Street SP PTF Em ETFSPEMETF
13F holders, Q2 2025 (June 30)873holders +34
87new positions
53sold out
6famous investors
$42.72avg. 13F price*
At the end of Q2 2025, 873 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 34 from Q1 2025. 87 opened new positions and 53 sold out. The largest holders were Creative Planning ($978.0M), Financial Engines Advisors L.L.C. ($767.5M) and LPL Financial LLC ($498.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q2 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $98.6M |
| Exits | 53 | $34.3M |
All 13F filers, Q1 2025 → Q2 2025: 29,223,844 shares bought and 11,742,447 shares sold, net +17,481,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 873 holders
| Creative Planning | 0.84% | Add +0.9% | 22,882,892 | $978.0M |
| Financial Engines Advisors L.L.C. | 1.53% | Reduce -3.4% | 17,957,512 | $767.5M |
| LPL Financial LLC | 0.17% | Add +8.8% | 11,653,686 | $498.1M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +6487.0% | 10,916,062 | $466.6M |
| Allworth Financial LP | 1.37% | Add +1.9% | 6,689,099 | $285.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.9% | 6,484,376 | $277.1M |
| Morgan Stanley | 0.02% | Add +6.3% | 5,429,778 | $232.1M |
| Ameriprise Financial Inc. | 0.06% | Add +5.5% | 5,339,952 | $228.2M |
| Tiaa Trust, National Association | 0.55% | Reduce -18.3% | 4,954,573 | $211.8M |
| Horizon Investments, LLC | 2.91% | Reduce -3.6% | 4,295,710 | $183.6M |
| State Street Corp. | 0.01% | Reduce -30.2% | 3,716,860 | $158.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +3.2% | 3,380,284 | $144.5M |
| 3EDGE Asset Management, LP | 8.46% | Add +309.6% | 3,182,524 | $136.0M |
| Cerity Partners LLC | 0.20% | Reduce -3.5% | 2,670,904 | $114.2M |
| Aptus Capital Advisors, LLC | 1.06% | Add +17.3% | 2,505,869 | $107.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.0% | 2,477,285 | $105.9M |
| Raymond James Financial Inc. | 0.03% | Add +6.9% | 2,264,434 | $96.8M |
| Cwm, LLC | 0.33% | Add +12.0% | 2,190,512 | $93.6M |
| Focus Partners Wealth | 0.20% | Add +1.3% | 2,154,239 | $92.1M |
| Envestnet Portfolio Solutions, Inc. | 0.31% | Reduce -19.6% | 1,985,172 | $84.8M |
| Betterment LLC | 0.17% | Add +124.5% | 1,824,389 | $78.0M |
| Wells Fargo & Company | 0.02% | Reduce -0.2% | 1,807,838 | $77.3M |
| Cetera Investment Advisers | 0.12% | Reduce -3.9% | 1,667,857 | $71.3M |
| Mariner, LLC | 0.10% | Add +7.0% | 1,666,335 | $71.2M |
| UBS Group AG | 0.01% | Reduce -1.9% | 1,561,642 | $66.7M |
| Bank of America Corp. | 0.01% | Add +1.6% | 1,491,840 | $63.8M |
| HighTower Advisors, LLC | 0.08% | Add +11.4% | 1,418,921 | $60.6M |
| Jane Street Group, LLC | 0.10% | Reduce -4.4% | 1,408,001 | $60.2M |
| Assetmark, Inc. | 0.14% | Reduce -27.4% | 1,382,531 | $59.1M |
| Stadion Money Management, LLC | 4.59% | Reduce -22.8% | 1,309,169 | $56.0M |
| Osaic Holdings, Inc. | 0.09% | Add +62.2% | 1,176,122 | $49.2M |
| Cassaday & Co Wealth Management LLC | 1.22% | Add +686.2% | 1,141,575 | $48.8M |
| Advisory Alpha, LLC | 1.52% | Reduce -2.3% | 1,138,987 | $48.7M |
| Royal Bank of Canada | 0.01% | Add +5.8% | 1,102,828 | $47.1M |
| Private Advisor Group, LLC | 0.24% | Reduce -11.1% | 1,054,166 | $45.1M |
| JNBA Financial Advisors | 4.10% | Reduce -1.3% | 996,962 | $42.6M |
| JPMorgan Chase & Co. | 0.00% | Add +32.5% | 993,049 | $42.4M |
| Equitable Holdings, Inc. | 0.35% | Add +15.4% | 985,350 | $42.1M |
| BlueStem Wealth Partners, LLC | 5.17% | Add +54.7% | 984,214 | $42.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.8% | 863,739 | $37.3M |
| McNamara Financial Services, Inc. | 7.27% | Reduce -0.5% | 858,301 | $36.7M |
| Koss-Olinger Consulting, LLC | 2.84% | Reduce -7.7% | 810,340 | $34.6M |
| Pathstone Holdings, LLC | 0.14% | Reduce -0.2% | 800,152 | $34.2M |
| Sei Investments Co. | 0.04% | Add +15.8% | 786,093 | $33.6M |
| Cutler Investment Counsel LLC | 3.73% | Add +1.1% | 783,482 | $33.5M |
| GeoWealth Management, LLC | 1.26% | Reduce -1.0% | 757,286 | $32.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +41.6% | 733,297 | $31.3M |
| Signature Estate & Investment Advisors LLC | 0.68% | Add +12.2% | 688,270 | $29.4M |
| Global Strategic Investment Solutions, LLC | 3.14% | Reduce -1.1% | 688,119 | $29.4M |
| Advocacy Wealth Management, LLC | 1.79% | New | 681,809 | $29.1M |
| Elm Partners Management LLC | 1.69% | Add +134.3% | 680,445 | $29.1M |
| Axxcess Wealth Management, LLC | 0.68% | Add +5.6% | 661,833 | $28.3M |
| MML Investors Services, LLC | 0.08% | Add +8.0% | 642,999 | $27.5M |
| Pineridge Advisors LLC | 9.92% | Add +2.3% | 640,614 | $27.4M |
| Great Lakes Advisors, LLC | 0.23% | Add +43.2% | 638,692 | $27.3M |
| Impact Partnership Wealth, LLC | 4.97% | Add +30.8% | 630,359 | $26.9M |
| NewEdge Advisors, LLC | 0.14% | Reduce -15.2% | 619,879 | $26.5M |
| St Germain D J Co. Inc. | 1.14% | Add +5.9% | 616,373 | $26.3M |
| Park Avenue Securities LLC | 0.24% | Reduce -12.5% | 614,170 | $26.2M |
| Venturi Wealth Management, LLC | 1.28% | Add +21.8% | 607,931 | $26.0M |
| AlphaStar Capital Management, LLC | 1.81% | Add +2.6% | 601,225 | $25.7M |
| Capital Asset Advisory Services LLC | 1.20% | Add +10.7% | 597,221 | $25.6M |
| Financial Strategies Group, Inc. | 5.23% | Add +3.4% | 585,722 | $25.1M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -0.1% | 585,057 | $25.0M |
| CGN Advisors LLC | 2.17% | Add +3.1% | 569,181 | $24.3M |
| Meeder Advisory Services, Inc. | 1.21% | Reduce -3.6% | 548,067 | $23.4M |
| KWB Wealth | 2.78% | Add +25.8% | 581,753 | $22.9M |
| Valmark Advisers, Inc. | 0.30% | Reduce -1.1% | 511,500 | $21.9M |
| Ballentine Partners, LLC | 0.31% | Reduce -0.9% | 486,126 | $20.8M |
| KFG Wealth Management, LLC | 3.18% | Add +8.6% | 462,963 | $19.8M |
| Knightsbridge Asset Management, LLC | 4.20% | Add +3.0% | 438,749 | $18.8M |
| Old Mission Capital LLC | 0.50% | New | 435,365 | $18.6M |
| Capital Wealth Management, LLC | 6.94% | Add +2.6% | 435,228 | $18.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.0% | 427,211 | $18.3M |
| Capital Advisors Inc. | 0.32% | Add +3503.2% | 416,459 | $17.8M |
| Chaney Capital Management, Inc. | 6.98% | Add +2.2% | 416,111 | $17.8M |
| Allen Capital Group, LLC | 1.79% | Add +4.3% | 402,573 | $17.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.7% | 394,638 | $17.0M |
| WCG Wealth Advisors LLC | 1.08% | Add +1.3% | 390,240 | $16.7M |
| Atlas Capital Advisors Inc. | 2.00% | Add +2.9% | 382,435 | $16.3M |
| Heritage Family Offices, LLP | 8.07% | Add +0.0% | 404,596 | $16.0M |
| Woodmont Investment Counsel LLC | 1.05% | Add +3.3% | 372,657 | $15.9M |
| West Wealth Group, LLC | 3.88% | Add +60.1% | 358,412 | $15.6M |
| Facet Wealth, Inc. | 0.35% | Reduce -1.2% | 359,964 | $15.5M |
| Compton Financial Group, LLC | 3.99% | Add +101.2% | 359,245 | $15.4M |
| Strategic Financial Concepts, LLC | 2.16% | Add +1775.5% | 359,245 | $15.4M |
| Luken Investment Analytics, LLC | 6.70% | Add +363.8% | 357,903 | $15.3M |
| Kestra Investment Management, LLC | 0.46% | Add +10.8% | 355,532 | $15.2M |
| Wrapmanager Inc. | 3.63% | Add +5.1% | 348,712 | $14.9M |
| Rodgers & Associates, LTD | 1.63% | Reduce -0.1% | 346,500 | $14.8M |
| Austin Private Wealth, LLC | 1.15% | Add +14.3% | 338,822 | $14.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +25.6% | 334,327 | $14.3M |
| SigFig Wealth Management, LLC | 0.46% | Reduce -5.0% | 323,023 | $13.8M |
| ERn Financial, LLC | 2.84% | Reduce -13.3% | 315,237 | $13.5M |
| Landmark Wealth Management, Inc. | 5.73% | Reduce -12.8% | 313,120 | $13.4M |
| Tortoise Investment Management, LLC | 1.28% | Add +0.3% | 313,052 | $13.4M |
| N.E.W. Advisory Services LLC | 1.25% | Reduce -32.8% | 302,356 | $12.9M |
| Geneos Wealth Management Inc. | 0.31% | Add +10.7% | 298,513 | $12.8M |
| Sterneck Capital Management, LLC | 6.46% | Add +1.3% | 297,561 | $12.7M |
| Summit Global Investments | 0.74% | Add +22.1% | 295,420 | $12.6M |
"% 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.