Who Owns SPDR INDEX SHS FDS (SPEM)? -- Institutional Holders (2026-06-30)

Name: SPDR INDEX SHS FDS (SPEM) Institutional Holders (2026-06-30)
Creator: ko.io

1,076 institutions reported holding $13.35B of SPDR INDEX SHS FDS (SPEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($1.11B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($975.0M), Sixth Street Partners Management Company, L.P. ($975.0M), LPL Financial LLC ($926.0M), GOLDMAN SACHS GROUP INC ($576.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Creative Planning	$1.11B	21.4M	Trimmed
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$975.0M	18.8M	Added
3	Sixth Street Partners Management Company, L.P.	$975.0M	18.8M	New
4	LPL Financial LLC	$926.0M	17.9M	Added
5	GOLDMAN SACHS GROUP INC	$576.9M	11.1M	Added
6	MORGAN STANLEY	$488.0M	9.4M	Added
7	Allworth Financial LP	$373.9M	7.2M	Trimmed
8	ENVESTNET ASSET MANAGEMENT INC	$367.1M	7.1M	Trimmed
9	STATE STREET CORP	$270.9M	5.2M	Added
10	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	$213.6M	4.1M	Trimmed
11	Financial Engines Advisors L.L.C.	$201.6M	3.9M	Trimmed
12	HighTower Advisors, LLC	$183.3M	3.5M	Added
13	AMERIPRISE FINANCIAL INC	$180.6M	3.5M	Added
14	Cerity Partners LLC	$174.8M	3.4M	Added
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$174.0M	3.4M	Trimmed
16	Horizon Investments, LLC	$173.4M	3.3M	Trimmed
17	VANTAGEPOINT INVESTMENT ADVISERS LLC	$125.5M	2.4M	Added
18	UBS Group AG	$124.2M	2.4M	Added
19	BANK OF AMERICA CORP /DE/	$120.8M	2.3M	Trimmed
20	WELLS FARGO & COMPANY/MN	$115.8M	2.2M	Added
21	Focus Partners Wealth	$111.2M	2.1M	Trimmed
22	Envestnet Portfolio Solutions, Inc.	$109.9M	2.1M	Added
23	Betterment LLC	$108.7M	2.1M	Trimmed
24	Cetera Investment Advisers	$100.4M	1.9M	Trimmed
25	RAYMOND JAMES FINANCIAL INC	$95.3M	1.8M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30