State Street SP PTF Em ETFSPEMETF
13F holders, Q4 2025 (December 31)983holders +91
70new positions
36sold out
5famous investors
$46.82avg. 13F price*
At the end of Q4 2025, 983 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 91 from Q3 2025. 70 opened new positions and 36 sold out. The largest holders were Creative Planning ($1.0B), Financial Engines Advisors L.L.C. ($795.8M) and Charles Schwab Investment Management Inc. ($743.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 (Q4 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $78.5M |
| Exits | 36 | $68.6M |
All 13F filers, Q3 2025 → Q4 2025: 20,358,799 shares bought and 11,767,907 shares sold, net +8,590,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 983 holders
| Creative Planning | 0.74% | Reduce -1.5% | 22,040,467 | $1.0B |
| Financial Engines Advisors L.L.C. | 1.51% | Reduce -2.1% | 17,000,839 | $795.8M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +20.1% | 15,874,429 | $743.1M |
| LPL Financial LLC | 0.20% | Add +12.7% | 15,587,049 | $729.6M |
| Allworth Financial LP | 1.80% | Add +1.0% | 9,355,461 | $437.9M |
| Morgan Stanley | 0.02% | Add +9.8% | 6,997,855 | $327.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -22.6% | 5,374,231 | $251.6M |
| Tiaa Trust, National Association | 0.52% | Reduce -2.3% | 4,598,359 | $215.2M |
| State Street Corp. | 0.01% | Add +23.1% | 4,419,838 | $206.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -6.8% | 4,130,031 | $193.3M |
| Horizon Investments, LLC | 2.39% | Reduce -3.5% | 4,026,862 | $188.5M |
| Bank of America Corp. | 0.01% | Add +68.0% | 3,866,690 | $181.0M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +0.2% | 3,509,215 | $164.3M |
| 3EDGE Asset Management, LP | 7.90% | Add +0.6% | 3,253,661 | $152.3M |
| Cerity Partners LLC | 0.19% | Add +3.2% | 2,773,927 | $129.8M |
| HighTower Advisors, LLC | 0.13% | Add +51.5% | 2,626,206 | $122.9M |
| Vantagepoint Investment Advisers LLC | 0.99% | Reduce -4.2% | 2,624,918 | $122.9M |
| Cwm, LLC | 0.31% | Add +7.7% | 2,438,252 | $114.1M |
| Focus Partners Wealth | 0.12% | Add +6.3% | 2,209,880 | $103.3M |
| Envestnet Portfolio Solutions, Inc. | 0.36% | Add +2.8% | 2,162,944 | $101.2M |
| Cetera Investment Advisers | 0.10% | Add +9.6% | 1,967,527 | $92.1M |
| Wells Fargo & Company | 0.02% | Add +4.9% | 1,941,686 | $90.9M |
| Raymond James Financial Inc. | 0.03% | Add +20.7% | 1,896,475 | $88.8M |
| UBS Group AG | 0.02% | Add +6.3% | 1,871,281 | $87.6M |
| Mariner, LLC | 0.10% | Add +7.8% | 1,811,376 | $84.8M |
| Betterment LLC | 0.16% | Add +0.3% | 1,766,357 | $82.7M |
| Assetmark, Inc. | 0.14% | Reduce -2.4% | 1,464,105 | $68.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.4% | 1,463,272 | $68.5M |
| Corient Private Wealth LP | 0.08% | Add +16.5% | 1,319,880 | $61.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -7.5% | 1,226,440 | $57.4M |
| Equitable Holdings, Inc. | 0.39% | Add +12.3% | 1,212,590 | $56.8M |
| Advisory Alpha, LLC | 1.45% | Reduce -2.9% | 1,141,239 | $53.4M |
| Cassaday & Co Wealth Management LLC | 1.12% | Reduce -0.4% | 1,137,274 | $53.2M |
| NorthRock Partners, LLC | 0.89% | Add +1.9% | 1,126,823 | $52.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 1,068,324 | $50.0M |
| Private Advisor Group, LLC | 0.23% | Add +1.2% | 1,036,113 | $48.5M |
| Stadion Money Management, LLC | 3.87% | Reduce -30.8% | 1,018,624 | $47.7M |
| WCG Wealth Advisors LLC | 1.30% | Add +184.1% | 990,493 | $46.4M |
| BlueStem Wealth Partners, LLC | 5.09% | Reduce -6.2% | 984,839 | $46.1M |
| Advocacy Wealth Management, LLC | 1.90% | Add +30.4% | 970,865 | $45.4M |
| Elm Partners Management LLC | 1.86% | Add +23.5% | 876,410 | $41.0M |
| McNamara Financial Services, Inc. | 7.72% | Add +1.6% | 869,793 | $40.7M |
| Pathstone Holdings, LLC | 0.15% | Add +3.4% | 849,237 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.2% | 792,835 | $38.3M |
| Cutler Investment Counsel LLC | 3.98% | Add +1.6% | 816,599 | $38.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +9.3% | 812,952 | $38.1M |
| Citadel Advisors | 0.03% | Add +545.2% | 804,351 | $37.7M |
| JNBA Financial Advisors | 3.29% | Add +1.3% | 803,623 | $37.6M |
| Koss-Olinger Consulting, LLC | 2.91% | Reduce -0.5% | 801,112 | $37.5M |
| Sei Investments Co. | 0.04% | Add +2.7% | 786,674 | $36.8M |
| Savvy Advisors, Inc. | 1.17% | Add +144.5% | 772,689 | $36.2M |
| GeoWealth Management, LLC | 1.26% | Add +2.2% | 730,475 | $34.2M |
| Signature Estate & Investment Advisors LLC | 0.69% | Add +1.5% | 725,847 | $34.0M |
| MML Investors Services, LLC | 0.08% | Add +1.7% | 722,140 | $33.8M |
| AlphaStar Capital Management, LLC | 2.47% | Add +9.7% | 718,633 | $33.6M |
| Great Lakes Advisors, LLC | 0.27% | Add +3.2% | 713,918 | $33.4M |
| Integrated Wealth Concepts LLC | 0.39% | Add +204.7% | 707,366 | $33.1M |
| Global Strategic Investment Solutions, LLC | 3.19% | Add +0.3% | 696,074 | $32.6M |
| Tradewinds Capital Management, LLC | 6.86% | Add +118.1% | 694,989 | $32.5M |
| Axxcess Wealth Management, LLC | 0.58% | Reduce -1.7% | 689,445 | $32.3M |
| Park Avenue Securities LLC | 0.27% | Add +6.0% | 680,408 | $31.9M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -15.2% | 663,516 | $31.1M |
| NewEdge Advisors, LLC | 0.11% | Reduce -14.0% | 658,009 | $30.8M |
| St Germain D J Co. Inc. | 1.19% | Add +0.4% | 655,126 | $30.7M |
| Venturi Wealth Management, LLC | 1.34% | Add +2.4% | 647,119 | $30.3M |
| Cercano Management LLC | 1.14% | Add +1889.5% | 642,100 | $30.1M |
| Capital Asset Advisory Services LLC | 1.20% | Reduce -0.3% | 620,350 | $30.0M |
| Financial Strategies Group, Inc. | 5.26% | Add +1.9% | 601,163 | $29.0M |
| CGN Advisors LLC | 2.19% | Add +2.5% | 591,164 | $27.7M |
| KFG Wealth Management, LLC | 3.52% | Add +8.8% | 562,583 | $26.3M |
| MA Private Wealth | 4.31% | Add +598.0% | 552,484 | $25.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.3% | 533,268 | $25.0M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +7.3% | 527,582 | $24.7M |
| West Wealth Group, LLC | 5.12% | Add +12.1% | 527,337 | $24.7M |
| Valmark Advisers, Inc. | 0.30% | Add +0.4% | 514,023 | $24.1M |
| KWB Wealth | 2.27% | Reduce -43.0% | 511,181 | $23.9M |
| Meeder Advisory Services, Inc. | 1.02% | Reduce -4.2% | 506,890 | $23.7M |
| Impact Partnership Wealth, LLC | 2.95% | Add +7.8% | 491,441 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Add +0.3% | 487,241 | $22.8M |
| Summit Global Investments | 1.35% | Add +43.9% | 486,940 | $22.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.5% | 442,540 | $20.7M |
| Knightsbridge Asset Management, LLC | 3.30% | Reduce -0.0% | 434,214 | $20.3M |
| Vicus Capital | 1.51% | Add +38.6% | 431,211 | $20.2M |
| Woodmont Investment Counsel LLC | 1.26% | Add +4.5% | 428,795 | $20.1M |
| Chaney Capital Management, Inc. | 6.89% | Add +0.2% | 426,734 | $20.0M |
| Rockefeller Capital Management L.P. | 0.04% | Add +6.6% | 421,980 | $19.8M |
| Austin Private Wealth, LLC | 1.47% | Add +3.4% | 419,004 | $19.6M |
| Capital Wealth Management, LLC | 6.26% | Reduce -4.5% | 414,297 | $19.4M |
| Capital Advisors Inc. | 0.31% | Reduce -1.5% | 410,851 | $19.2M |
| Allen Capital Group, LLC | 1.77% | Add +0.6% | 410,735 | $19.2M |
| Perigon Wealth Management, LLC | 0.34% | Add +34.9% | 409,339 | $19.2M |
| Midwest Capital Advisors, LLC | 9.15% | Add +33.3% | 407,988 | $19.1M |
| Atlas Capital Advisors Inc. | 1.99% | — | 381,408 | $17.9M |
| Compton Financial Group, LLC | 3.92% | Add +0.5% | 369,922 | $17.3M |
| Landmark Wealth Management, Inc. | 6.46% | Add +2.1% | 365,729 | $17.1M |
| N.E.W. Advisory Services LLC | 1.26% | Add +23.3% | 364,939 | $17.1M |
| Luken Investment Analytics, LLC | 6.70% | Add +0.2% | 362,435 | $17.0M |
| Rodgers & Associates, LTD | 1.71% | Add +0.4% | 361,673 | $16.9M |
| Facet Wealth, Inc. | 0.30% | Reduce -4.2% | 333,060 | $16.8M |
| Fort Point Capital Partners LLC | 2.01% | Add +40.7% | 338,460 | $16.6M |
"% 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.