State Street SP PTF Em ETFSPEMETF
13F holders, Q3 2025 (September 30)892holders +19
65new positions
39sold out
3famous investors
$46.58avg. 13F price*
At the end of Q3 2025, 892 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 19 from Q2 2025. 65 opened new positions and 39 sold out. The largest holders were Creative Planning ($1.0B), Financial Engines Advisors L.L.C. ($812.6M) and LPL Financial LLC ($647.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), 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 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $211.1M |
| Exits | 39 | $99.9M |
All 13F filers, Q2 2025 → Q3 2025: 23,289,498 shares bought and 8,172,385 shares sold, net +15,117,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Creative Planning | 0.80% | Reduce -2.3% | 22,369,067 | $1.0B |
| Financial Engines Advisors L.L.C. | 1.55% | Reduce -3.3% | 17,358,782 | $812.6M |
| LPL Financial LLC | 0.19% | Add +18.7% | 13,828,183 | $647.3M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +21.1% | 13,221,416 | $618.9M |
| Allworth Financial LP | 1.92% | Add +38.5% | 9,261,432 | $433.5M |
| Envestnet Asset Management Inc. | 0.09% | Add +7.1% | 6,946,967 | $325.2M |
| Morgan Stanley | 0.02% | Add +17.4% | 6,375,260 | $298.4M |
| Tiaa Trust, National Association | 0.53% | Reduce -5.0% | 4,707,901 | $220.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -17.0% | 4,431,564 | $207.5M |
| Horizon Investments, LLC | 2.57% | Reduce -2.8% | 4,173,780 | $195.4M |
| State Street Corp. | 0.01% | Reduce -3.4% | 3,589,373 | $168.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +3.6% | 3,503,688 | $164.0M |
| 3EDGE Asset Management, LP | 8.55% | Add +1.7% | 3,235,624 | $151.4M |
| Vantagepoint Investment Advisers LLC | 1.05% | New | 2,741,148 | $128.3M |
| Cerity Partners LLC | 0.20% | Add +0.7% | 2,688,945 | $125.9M |
| Aptus Capital Advisors, LLC | 1.10% | Add +2.7% | 2,572,966 | $120.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.6% | 2,313,837 | $108.3M |
| Bank of America Corp. | 0.01% | Add +54.2% | 2,300,860 | $107.7M |
| Cwm, LLC | 0.32% | Add +3.3% | 2,263,731 | $106.0M |
| Envestnet Portfolio Solutions, Inc. | 0.36% | Add +6.0% | 2,104,367 | $98.5M |
| Focus Partners Wealth | 0.16% | Reduce -3.5% | 2,079,698 | $97.4M |
| Wells Fargo & Company | 0.02% | Add +2.4% | 1,850,598 | $86.6M |
| JPMorgan Chase & Co. | 0.01% | Add +82.8% | 1,815,376 | $85.0M |
| Cetera Investment Advisers | 0.10% | Add +7.7% | 1,795,810 | $84.1M |
| Betterment LLC | 0.16% | Reduce -3.5% | 1,760,723 | $82.4M |
| UBS Group AG | 0.02% | Add +12.7% | 1,759,644 | $82.4M |
| HighTower Advisors, LLC | 0.09% | Add +22.1% | 1,733,183 | $81.1M |
| Mariner, LLC | 0.10% | Add +0.8% | 1,680,297 | $78.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -30.6% | 1,571,195 | $73.5M |
| Assetmark, Inc. | 0.15% | Add +8.5% | 1,499,946 | $70.2M |
| Stadion Money Management, LLC | 5.50% | Add +12.4% | 1,471,982 | $68.9M |
| Osaic Holdings, Inc. | 0.09% | Add +12.7% | 1,325,759 | $60.9M |
| Advisory Alpha, LLC | 1.55% | Add +3.2% | 1,175,525 | $55.5M |
| Cassaday & Co Wealth Management LLC | 1.23% | Reduce -0.0% | 1,141,413 | $53.4M |
| NorthRock Partners, LLC | 0.94% | New | 1,106,095 | $51.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.4% | 1,098,313 | $51.4M |
| Equitable Holdings, Inc. | 0.37% | Add +9.6% | 1,080,240 | $50.6M |
| BlueStem Wealth Partners, LLC | 5.63% | Add +6.7% | 1,049,706 | $49.1M |
| Private Advisor Group, LLC | 0.24% | Reduce -2.9% | 1,023,845 | $47.9M |
| McNamara Financial Services, Inc. | 7.45% | Reduce -0.2% | 856,227 | $40.1M |
| Pathstone Holdings, LLC | 0.15% | Add +2.6% | 820,975 | $38.4M |
| KWB Wealth | 4.23% | Add +54.0% | 896,191 | $38.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -6.2% | 810,438 | $38.3M |
| Cutler Investment Counsel LLC | 3.94% | Add +2.5% | 803,495 | $37.6M |
| JNBA Financial Advisors | 3.38% | Reduce -20.4% | 793,680 | $37.2M |
| Thrivent Financial for Lutherans | 0.07% | Add +934.9% | 782,256 | $36.6M |
| Sei Investments Co. | 0.04% | Reduce -2.6% | 765,764 | $35.8M |
| NewEdge Advisors, LLC | 0.16% | Add +23.4% | 764,731 | $35.8M |
| Advocacy Wealth Management, LLC | 1.51% | Add +9.2% | 744,245 | $34.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +1.4% | 743,429 | $34.8M |
| Koss-Olinger Consulting, LLC | 2.84% | Reduce -0.6% | 805,116 | $34.4M |
| Signature Estate & Investment Advisors LLC | 0.72% | Add +3.9% | 715,123 | $33.5M |
| GeoWealth Management, LLC | 1.22% | Reduce -5.6% | 714,952 | $33.5M |
| MML Investors Services, LLC | 0.09% | Add +10.4% | 710,220 | $33.2M |
| Elm Partners Management LLC | 1.67% | Add +4.3% | 709,547 | $33.2M |
| Axxcess Wealth Management, LLC | 0.69% | Add +6.0% | 701,649 | $32.8M |
| Global Strategic Investment Solutions, LLC | 3.24% | Add +0.8% | 693,666 | $32.5M |
| Great Lakes Advisors, LLC | 0.27% | Add +8.3% | 691,517 | $32.4M |
| AlphaStar Capital Management, LLC | 2.64% | Add +8.9% | 655,002 | $30.7M |
| St Germain D J Co. Inc. | 1.22% | Add +5.8% | 652,407 | $30.5M |
| Park Avenue Securities LLC | 0.23% | Add +4.5% | 642,113 | $30.1M |
| Venturi Wealth Management, LLC | 1.37% | Add +4.0% | 632,277 | $29.6M |
| Capital Asset Advisory Services LLC | 1.26% | Add +4.1% | 621,969 | $29.1M |
| Financial Strategies Group, Inc. | 5.36% | Add +0.8% | 590,200 | $28.1M |
| Pineridge Advisors LLC | 7.98% | Reduce -6.9% | 596,148 | $27.9M |
| CGN Advisors LLC | 2.22% | Add +1.3% | 576,590 | $27.0M |
| Meeder Advisory Services, Inc. | 1.15% | Reduce -3.5% | 528,978 | $24.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +23.3% | 526,709 | $24.7M |
| KFG Wealth Management, LLC | 3.49% | Add +11.7% | 516,924 | $24.2M |
| Valmark Advisers, Inc. | 0.31% | Add +0.1% | 512,049 | $24.0M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -16.0% | 491,437 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Reduce -0.1% | 485,903 | $22.7M |
| West Wealth Group, LLC | 4.98% | Add +31.3% | 470,570 | $22.1M |
| Impact Partnership Wealth, LLC | 3.17% | Reduce -27.6% | 456,104 | $21.4M |
| Knightsbridge Asset Management, LLC | 3.47% | Reduce -1.0% | 434,347 | $20.3M |
| Capital Wealth Management, LLC | 7.06% | Reduce -0.4% | 433,588 | $20.3M |
| Chaney Capital Management, Inc. | 7.07% | Add +2.3% | 425,737 | $19.9M |
| Capital Advisors Inc. | 0.33% | Add +0.2% | 417,164 | $19.5M |
| Woodmont Investment Counsel LLC | 1.27% | Add +10.1% | 410,401 | $19.2M |
| Allen Capital Group, LLC | 1.82% | Add +1.4% | 408,126 | $19.1M |
| Austin Private Wealth, LLC | 1.46% | Add +19.6% | 405,265 | $19.0M |
| Strategic Financial Concepts, LLC | 2.74% | Add +12.1% | 402,713 | $18.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.3% | 395,909 | $18.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +17.6% | 393,256 | $18.4M |
| Kestra Investment Management, LLC | 0.48% | Add +8.5% | 385,596 | $18.0M |
| Heritage Family Offices, LLP | 8.16% | Reduce -7.4% | 374,603 | $17.5M |
| Compton Financial Group, LLC | 4.15% | Add +2.5% | 368,258 | $17.2M |
| Luken Investment Analytics, LLC | 6.62% | Add +1.1% | 361,873 | $16.9M |
| Rodgers & Associates, LTD | 1.74% | Add +4.0% | 360,306 | $16.9M |
| Landmark Wealth Management, Inc. | 6.55% | Add +14.4% | 358,216 | $16.8M |
| WCG Wealth Advisors LLC | 1.02% | Reduce -10.7% | 348,595 | $16.3M |
| Facet Wealth, Inc. | 0.34% | Reduce -3.5% | 347,517 | $16.3M |
| Summit Global Investments | 0.93% | Add +14.6% | 338,424 | $15.8M |
| Capital Analysts, LLC | 0.44% | Add +68.2% | 322,450 | $15.1M |
| Tortoise Investment Management, LLC | 1.34% | Add +2.5% | 320,969 | $15.0M |
| Tradewinds Capital Management, LLC | 3.35% | Add +3017.7% | 318,601 | $14.9M |
| Savvy Advisors, Inc. | 0.68% | Add +19.4% | 316,073 | $14.8M |
| Vicus Capital | 1.11% | Add +1261.0% | 311,202 | $14.6M |
| Midwest Capital Advisors, LLC | 6.91% | Add +14.0% | 306,171 | $14.3M |
| VestGen Advisors, LLC | 0.48% | Add +9.1% | 305,866 | $14.3M |
"% 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.