SPEM — Spdr Index Shs Fds Institutional Holders · Q3 2026

Name: Who Owns SPEM? 55 Institutions Hold $123M (Q3 2026)
Creator: ko.io

Who owns Spdr Index Shs Fds (SPEM)? 55 institutions reported holding $122.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: SigFig Wealth Management, LLC ($14.1M), Farther Finance Advisors, LLC ($10.3M), Brighton Securities Corp. ($9.2M).

Rank	Institution	Value	Shares	Change
1	SigFig Wealth Management, LLC	$14.1M	272,825	Trimmed
2	Farther Finance Advisors, LLC	$10.3M	199,918	Added
3	BRIGHTON SECURITIES CORP.	$9.2M	178,006	Added
4	Delta Wealth Advisors LLC	$8.1M	156,274	Added
5	CX Institutional	$7.0M	135,530	Trimmed
6	Financial Enhancement Group LLC	$6.2M	119,014	Added
7	Boltwood Capital Management	$5.8M	112,573	Added
8	RIVERSEDGE ADVISORS, LLC	$5.5M	105,776	Trimmed
9	YHB Investment Advisors, Inc.	$4.5M	87,861	Added
10	Balefire, LLC	$4.5M	86,845	Added
11	Boston Standard Wealth Management, LLC	$3.9M	74,904	Added
12	LEGACY SOLUTIONS, LLC	$3.5M	66,933	Added
13	COLTON GROOME FINANCIAL ADVISORS, LLC	$3.2M	62,390	Trimmed
14	Partnership Wealth Management, LLC	$3.0M	57,326	Trimmed
15	Cadent Capital Advisors, LLC	$2.8M	53,573	Added
16	RTD Financial Advisors, Inc.	$2.6M	50,246	Trimmed
17	Roan Capital Partners	$2.5M	49,129	Trimmed
18	Peterson Wealth Advisors, LLC	$2.4M	46,510	Trimmed
19	Apella Capital, LLC	$2.3M	44,305	Trimmed
20	Cambridge Financial Group, LLC	$2.0M	38,711	Hold
21	Montz Harcus Wealth Management LLC	$1.9M	36,262	Added
22	GK Wealth Management LLC	$1.7M	33,239	Trimmed
23	McNaughton Wealth Management, LLC	$1.7M	32,896	Trimmed
24	Rosenberg Matthew Hamilton	$1.5M	28,259	Trimmed
25	Sound Income Strategies, LLC	$1.3M	26,093	Added

Source: SEC Form 13F filings · as of 2026-09-30