STATE STREET SP PTF EM ETF SPEM
$51.12
-0.4% 52w: $39.89 – $53.13
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data39.8946.5153.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
997
+20 QoQ
13F value
$11.80B
+5.1% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $2K puts
Institutional value by quarter
Number of holders
Who owns SPEM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 21.8M | $1.02B | 0.7% | -1.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 18.3M | $858.8M | 0.1% | +15.3% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 16.8M | $789.1M | 1.6% | -1.1% |
| LPL Financial LLC | Bank broker | 16.7M | $783.2M | 0.2% | +7.1% |
| Allworth Financial LP | Wealth advisor | 9.3M | $437.8M | 1.8% | -0.3% |
| MORGAN STANLEY | Bank broker | 9.0M | $421.1M | 0.0% | +28.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.5M | $351.3M | 0.1% | +39.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 6.4M | $301.3M | 0.0% | +5726.5% |
| STATE STREET CORP | Index provider | 4.9M | $229.9M | 0.0% | +10.9% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 4.1M | $193.9M | 0.7% | — |
| Horizon Investments, LLC | Diversified mechanical | 4.1M | $192.5M | 2.2% | +1.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.5M | $162.3M | 0.1% | -1.4% |
| Cerity Partners LLC | Diversified mechanical | 3.3M | $152.9M | 0.2% | +17.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.1M | $147.7M | 0.0% | -24.4% |
| CWM, LLC | Wealth advisor | 3.0M | $140.1M | 0.4% | +22.5% |
| HighTower Advisors, LLC | Diversified mechanical | 2.9M | $134.3M | 0.1% | +9.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $115.3M | 0.0% | -36.4% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.4M | $111.5M | 0.9% | -9.5% |
| UBS Group AG | Bank broker | 2.4M | $110.7M | 0.0% | +26.2% |
| Betterment LLC | Wealth advisor | 2.1M | $100.8M | 0.2% | +21.6% |
| Focus Partners Wealth | Wealth advisor | 2.2M | $99.7M | 0.1% | +0.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.1M | $98.9M | 0.0% | +8.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.0M | $92.5M | 0.0% | +3.9% |
| Cetera Investment Advisers | Wealth advisor | 1.9M | $91.3M | 0.1% | -1.1% |
| Mariner, LLC | Diversified mechanical | 1.9M | $89.0M | 0.1% | +4.8% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.9M | $88.5M | 0.5% | -12.8% |
| ASSETMARK, INC | Wealth advisor | 1.5M | $68.4M | 0.1% | -0.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.3M | $62.6M | 0.1% | +8.8% |
| Advisory Alpha, LLC | Wealth advisor | 1.3M | $62.4M | 1.7% | +16.6% |
| Equitable Holdings, Inc. | Wealth advisor | 1.3M | $61.3M | 0.4% | +8.0% |
| Corient Private Wealth LLC | Diversified mechanical | 1.3M | $59.7M | 0.1% | -50.9% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $54.7M | 0.0% | -17.7% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $54.2M | 0.0% | +8.1% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 1.1M | $52.9M | 1.1% | -0.9% |
| NorthRock Partners, LLC | Wealth advisor | 1.1M | $52.8M | 0.9% | -0.2% |
| Private Advisor Group, LLC | Wealth advisor | 1.1M | $52.5M | 0.2% | +8.1% |
| Savvy Advisors, Inc. | Wealth advisor | 1.0M | $49.0M | 1.3% | +35.1% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.0M | $48.5M | 2.1% | +6.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 1.0M | $47.9M | 0.1% | New |
| WCG Wealth Advisors LLC | Wealth advisor | 1.0M | $47.8M | 1.3% | +2.9% |
| Stadion Money Management, LLC | Wealth advisor | 990.4K | $46.5M | 4.7% | -2.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 880.2K | $41.3M | 0.2% | +66.8% |
| GREAT LAKES ADVISORS, LLC | Other | 872.1K | $40.9M | 0.3% | +22.2% |
| McNamara Financial Services, Inc. | Wealth advisor | 865.3K | $40.6M | 7.7% | -0.5% |
| Pathstone Holdings, LLC | Diversified mechanical | 865.2K | $40.6M | 0.2% | +1.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 817.6K | $38.4M | 0.1% | +0.6% |
| CUTLER INVESTMENT COUNSEL LLC | Wealth advisor | 801.6K | $37.6M | 3.9% | -1.8% |
| Elm Partners Management LLC | Wealth advisor | 827.0K | $37.6M | 1.6% | -5.6% |
| JNBA Financial Advisors | Wealth advisor | 794.9K | $37.3M | 3.1% | -1.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 790.8K | $37.1M | 0.3% | +11.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.