SPEM · Insider trading · 13F holders · Congress trades
Spdr Index Shs Fds (SPEM)
Who is buying and selling SPEM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 349
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SPEM at a glance
- No open-market insider purchases or sales of SPEM were filed in the last 90 days.
- 349 13F filers hold SPEM among their 50 largest positions, worth $5.2B combined. The biggest bets by portfolio weight are McNamara Financial Services, Inc. (7.7%), Marathon Strategic Advisors, LLC (7.6%) and Landmark Wealth Management, Inc. (7.1%). In their latest 13Fs, 3 managers opened a new position and 77 added to one.
- No member of Congress has disclosed a trade in SPEM.
SPEM insider trading
No open-market insider purchases or sales of SPEM were filed in the last 90 days.
Who owns SPEM? Hedge funds and superinvestors
349 13F filers hold SPEM among their 50 largest positions, worth $5.2B combined. The biggest bets by portfolio weight are McNamara Financial Services, Inc. (7.7%), Marathon Strategic Advisors, LLC (7.6%) and Landmark Wealth Management, Inc. (7.1%). In their latest 13Fs, 3 managers opened a new position and 77 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Creative PlanningWealth manager | 0.6% | $1.1B | 21,397,101 | -1.7% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 1.6% | $373.9M | 7,221,745 | -22.6% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.7% | $213.6M | 4,126,010 | -0.2% shares | Q2 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.4% | $201.6M | 3,892,454 | -76.9% shares | Q2 2026 |
| Horizon Investments, LLCMutual fund manager | 1.9% | $173.4M | 3,348,734 | -18.4% shares | Q2 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 1.0% | $130.4M | 2,518,842 | +3.9% shares | Q3 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 0.5% | $109.9M | 2,123,055 | +12.6% shares | Q2 2026 |
| Betterment LLCWealth manager | 0.2% | $108.7M | 2,099,840 | -2.3% shares | Q2 2026 |
| Advisory Alpha, LLCWealth manager | 1.7% | $69.1M | 1,335,026 | +0.4% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 1.0% | $56.7M | 1,095,309 | -1.4% shares | Q3 2026 |
| NorthRock Partners, LLCWealth manager | 0.8% | $56.6M | 1,092,633 | -2.8% shares | Q2 2026 |
| WCG Wealth Advisors LLCWealth manager | 1.3% | $53.5M | 1,032,371 | +1.3% shares | Q2 2026 |
| Elm Partners Management LLCWealth manager | 1.5% | $50.4M | 973,914 | +17.8% shares | Q2 2026 |
| Stadion Money Management, LLCWealth manager | 4.2% | $48.7M | 940,036 | -5.1% shares | Q2 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 4.6% | $45.8M | 885,440 | +38.3% shares | Q2 2026 |
| Savvy Advisors, Inc.Wealth manager | 1.0% | $45.3M | 874,783 | -16.2% shares | Q2 2026 |
| McNamara Financial Services, Inc.Wealth manager | 7.7% | $44.8M | 865,525 | +0.0% shares | Q2 2026 |
| Cutler Investment Counsel LLCWealth manager | 4.0% | $42.7M | 825,163 | +2.1% shares | Q3 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 0.7% | $41.3M | 798,357 | +1.3% shares | Q3 2026 |
| JNBA Financial AdvisorsWealth manager | 3.1% | $41.3M | 796,899 | +0.2% shares | Q2 2026 |
| AlphaStar Capital Management, LLCWealth manager | 2.4% | $40.8M | 789,133 | +12.4% shares | Q3 2026 |
| GeoWealth Management, LLCWealth manager | 1.3% | $40.4M | 780,430 | +5.2% shares | Q2 2026 |
| Capital Asset Advisory Services LLCWealth manager | 1.3% | $36.8M | 711,629 | +6.8% shares | Q2 2026 |
| Venturi Wealth Management, LLCWealth manager | 1.4% | $36.3M | 700,737 | +1.4% shares | Q2 2026 |
| Global Strategic Investment Solutions, LLCWealth manager | 3.2% | $35.7M | 690,528 | -0.4% shares | Q3 2026 |
| St Germain D J Co IncInvestment manager | 1.2% | $34.7M | 669,620 | +0.4% shares | Q2 2026 |
| Matauro, LLCWealth manager | 4.4% | $33.6M | 647,952 | +8.5% shares | Q2 2026 |
| Range Advisory, LLCWealth manager | 3.8% | $31.6M | 610,099 | +43.3% shares | Q2 2026 |
| Vicus CapitalWealth manager | 2.0% | $31.1M | 600,514 | +5.0% shares | Q2 2026 |
| CGN Advisors LLCWealth manager | 2.3% | $29.4M | 567,352 | -1.0% shares | Q3 2026 |
The 30 largest of 349 positions, by value. Each manager counts with its latest 13F (Q3 2026: 175, Q2 2026: 167, Q1 2026: 7). Screen SPEM in the grand portfolio →
SPEM stock trades by members of Congress
No member of Congress has disclosed a trade in SPEM.
SPEM questions and answers
Are insiders buying SPEM stock?
No open-market insider purchases or sales of SPEM were filed in the last 90 days.
Which hedge funds own SPEM?
349 13F filers hold SPEM among their 50 largest positions, worth $5.2B combined. The biggest bets by portfolio weight are McNamara Financial Services, Inc. (7.7%), Marathon Strategic Advisors, LLC (7.6%) and Landmark Wealth Management, Inc. (7.1%). In their latest 13Fs, 3 managers opened a new position and 77 added to one.
Has Congress traded SPEM?
No member of Congress has disclosed a trade in SPEM.
Who is the largest holder of SPEM?
Among 13F filers, Creative Planning reports the largest SPEM position, $1.1B (21,397,101 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is McNamara Financial Services, Inc.'s: 7.7% of its portfolio.
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