State Street SP PTF Em ETFSPEMETF
13F holders, Q1 2026 (March 31)1,005holders +22
73new positions
56sold out
3famous investors
$46.92avg. 13F price*
At the end of Q1 2026, 1,005 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 22 from Q4 2025. 73 opened new positions and 56 sold out. The largest holders were Creative Planning ($1.0B), Charles Schwab Investment Management Inc. ($858.8M) and Financial Engines Advisors L.L.C. ($789.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q1 2026)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $137.7M |
| Exits | 56 | $232.0M |
All 13F filers, Q4 2025 → Q1 2026: 28,014,900 shares bought and 18,758,641 shares sold, net +9,256,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,005 holders
| Creative Planning | 0.69% | Reduce -1.2% | 21,771,079 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.13% | Add +15.3% | 18,307,901 | $858.8M |
| Financial Engines Advisors L.L.C. | 1.60% | Reduce -1.1% | 16,822,188 | $789.1M |
| LPL Financial LLC | 0.21% | Add +7.1% | 16,696,640 | $783.2M |
| Allworth Financial LP | 1.78% | Reduce -0.3% | 9,331,742 | $437.8M |
| Morgan Stanley | 0.03% | Add +28.3% | 8,976,812 | $421.1M |
| Envestnet Asset Management Inc. | 0.09% | Add +39.4% | 7,489,125 | $351.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +5726.5% | 6,422,921 | $301.3M |
| State Street Corp. | 0.01% | Add +10.9% | 4,901,772 | $229.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.75% | — | 4,133,529 | $193.9M |
| Horizon Investments, LLC | 2.16% | Add +1.9% | 4,103,234 | $192.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -1.4% | 3,459,492 | $162.3M |
| Cerity Partners LLC | 0.22% | Add +17.5% | 3,259,172 | $152.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -24.4% | 3,120,569 | $147.7M |
| Cwm, LLC | 0.37% | Add +22.5% | 2,985,833 | $140.1M |
| HighTower Advisors, LLC | 0.14% | Add +9.0% | 2,863,686 | $134.3M |
| Bank of America Corp. | 0.01% | Reduce -36.4% | 2,457,927 | $115.3M |
| Vantagepoint Investment Advisers LLC | 0.94% | Reduce -9.5% | 2,376,441 | $111.5M |
| UBS Group AG | 0.02% | Add +26.1% | 2,360,627 | $110.7M |
| Betterment LLC | 0.19% | Add +21.6% | 2,148,733 | $100.8M |
| Focus Partners Wealth | 0.11% | Add +0.3% | 2,216,474 | $99.7M |
| Wells Fargo & Company | 0.02% | Add +8.6% | 2,108,190 | $98.9M |
| Raymond James Financial Inc. | 0.03% | Add +3.9% | 1,970,809 | $92.5M |
| Cetera Investment Advisers | 0.10% | Reduce -1.1% | 1,945,853 | $91.3M |
| Mariner, LLC | 0.10% | Add +4.8% | 1,898,596 | $89.0M |
| Envestnet Portfolio Solutions, Inc. | 0.49% | Reduce -12.8% | 1,885,529 | $88.5M |
| Assetmark, Inc. | 0.14% | Reduce -0.4% | 1,458,468 | $68.4M |
| Osaic Holdings, Inc. | 0.09% | Add +8.8% | 1,334,577 | $62.6M |
| Advisory Alpha, LLC | 1.71% | Add +16.6% | 1,330,362 | $62.4M |
| Equitable Holdings, Inc. | 0.39% | Add +8.0% | 1,309,760 | $61.3M |
| Corient Private Wealth LP | 0.09% | Reduce -3.5% | 1,273,662 | $59.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.7% | 1,203,837 | $54.7M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 1,155,291 | $54.2M |
| Cassaday & Co Wealth Management LLC | 1.13% | Reduce -0.9% | 1,127,168 | $52.9M |
| NorthRock Partners, LLC | 0.85% | Reduce -0.2% | 1,124,639 | $52.8M |
| Private Advisor Group, LLC | 0.25% | Add +8.1% | 1,119,846 | $52.5M |
| Savvy Advisors, Inc. | 1.31% | Add +35.1% | 1,043,960 | $49.0M |
| Advocacy Wealth Management, LLC | 2.14% | Add +6.5% | 1,033,603 | $48.5M |
| Susquehanna International Group, LLP | 0.06% | New | 1,021,039 | $47.9M |
| WCG Wealth Advisors LLC | 1.34% | Add +2.9% | 1,018,948 | $47.8M |
| Stadion Money Management, LLC | 4.67% | Reduce -2.8% | 990,406 | $46.5M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +66.8% | 880,195 | $41.3M |
| Great Lakes Advisors, LLC | 0.34% | Add +22.2% | 872,116 | $40.9M |
| McNamara Financial Services, Inc. | 7.68% | Reduce -0.5% | 865,271 | $40.6M |
| Pathstone Holdings, LLC | 0.16% | Add +1.9% | 865,193 | $40.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.6% | 817,602 | $38.4M |
| Cutler Investment Counsel LLC | 3.87% | Reduce -1.8% | 801,642 | $37.6M |
| Elm Partners Management LLC | 1.63% | Reduce -5.6% | 826,995 | $37.6M |
| JNBA Financial Advisors | 3.11% | Reduce -1.1% | 794,939 | $37.3M |
| Integrated Wealth Concepts LLC | 0.30% | Add +11.8% | 790,812 | $37.1M |
| Sei Investments Co. | 0.03% | Add +0.2% | 788,565 | $37.0M |
| Impact Partnership Wealth, LLC | 4.55% | Add +59.9% | 785,788 | $36.9M |
| Signature Estate & Investment Advisors LLC | 0.74% | Add +6.7% | 774,130 | $36.3M |
| Koss-Olinger Consulting, LLC | 2.95% | Reduce -6.4% | 749,742 | $35.2M |
| GeoWealth Management, LLC | 1.25% | Add +1.5% | 741,710 | $34.8M |
| Axxcess Wealth Management, LLC | 1.10% | Add +5.7% | 728,883 | $34.2M |
| Capital Asset Advisory Services LLC | 1.31% | Add +7.4% | 666,463 | $34.1M |
| Park Avenue Securities LLC | 0.26% | Add +4.1% | 708,008 | $33.2M |
| Venturi Wealth Management, LLC | 1.46% | Add +6.8% | 690,861 | $32.4M |
| Global Strategic Investment Solutions, LLC | 3.19% | Reduce -0.8% | 690,687 | $32.4M |
| Financial Strategies Group, Inc. | 5.39% | Add +5.2% | 632,460 | $32.2M |
| MML Investors Services, LLC | 0.09% | Reduce -6.4% | 675,885 | $31.7M |
| NewEdge Advisors, LLC | 0.11% | Add +2.6% | 675,090 | $31.7M |
| St Germain D J Co. Inc. | 1.24% | Add +1.8% | 666,657 | $31.3M |
| AlphaStar Capital Management, LLC | 2.29% | Reduce -7.7% | 663,173 | $31.1M |
| BlueStem Wealth Partners, LLC | 3.34% | Reduce -35.0% | 640,166 | $30.0M |
| Matauro, LLC | 4.05% | Add +968.8% | 597,277 | $28.0M |
| Independent Advisor Alliance | 0.30% | Add +519.9% | 587,379 | $27.6M |
| CGN Advisors LLC | 2.17% | Reduce -0.9% | 585,941 | $27.5M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -12.1% | 583,560 | $27.4M |
| Vicus Capital | 1.97% | Add +32.6% | 571,782 | $26.8M |
| Tradewinds Capital Management, LLC | 5.20% | Reduce -19.6% | 558,565 | $26.2M |
| Cercano Management LLC | 1.11% | Reduce -14.5% | 548,897 | $25.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.8% | 528,743 | $24.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -38.0% | 491,528 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Add +0.0% | 487,287 | $22.9M |
| Meeder Advisory Services, Inc. | 0.96% | Reduce -4.0% | 486,722 | $22.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +8.4% | 479,948 | $22.5M |
| KWB Wealth | 2.21% | Reduce -6.8% | 476,256 | $22.3M |
| Brio Consultants, LLC | 2.58% | Add +55.4% | 409,393 | $21.1M |
| Woodmont Investment Counsel LLC | 1.27% | Add +2.8% | 440,795 | $20.7M |
| Knightsbridge Asset Management, LLC | 2.80% | Add +1.4% | 440,147 | $20.6M |
| MA Private Wealth | 3.47% | Reduce -20.8% | 437,500 | $20.5M |
| Capital Wealth Management, LLC | 5.47% | Add +4.0% | 430,690 | $20.2M |
| Chaney Capital Management, Inc. | 7.11% | Add +0.8% | 430,119 | $20.2M |
| Range Advisory, LLC | 3.70% | Add +53.0% | 425,770 | $20.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.4% | 420,244 | $19.7M |
| Allen Capital Group, LLC | 1.76% | Add +1.2% | 415,708 | $19.5M |
| West Wealth Group, LLC | 3.79% | Reduce -22.5% | 408,658 | $19.2M |
| LPWM LLC | 4.50% | New | 380,104 | $17.8M |
| Flagship Harbor Advisors, LLC | 0.78% | Add +24.9% | 378,755 | $17.8M |
| Landmark Wealth Management, Inc. | 6.68% | Add +3.2% | 377,461 | $17.7M |
| Facet Wealth, Inc. | 0.30% | Add +11.9% | 372,711 | $17.5M |
| N.E.W. Advisory Services LLC | 1.29% | Add +0.7% | 367,377 | $17.2M |
| Valmark Advisers, Inc. | 0.20% | Reduce -29.0% | 365,144 | $17.1M |
| Luken Investment Analytics, LLC | 6.53% | Add +0.3% | 363,404 | $17.0M |
| Rodgers & Associates, LTD | 1.73% | Add +0.3% | 362,626 | $17.0M |
| Atlas Capital Advisors Inc. | 1.92% | Reduce -6.3% | 357,358 | $16.8M |
| Isthmus Partners, LLC | 1.71% | New | 347,279 | $16.3M |
| Capital Analysts, LLC | 0.43% | Add +3.5% | 346,383 | $16.3M |
"% 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.