1,045 institutions reported holding $11.78B of SPDR INDEX SHS FDS (SPEM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Creative Planning ($1.02B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($858.8M), Financial Engines Advisors L.L.C. ($789.1M), LPL Financial LLC ($783.2M), Allworth Financial LP ($437.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Creative Planning | $1.02B | 21.8M | Trimmed |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $858.8M | 18.3M | Added |
| 3 | Financial Engines Advisors L.L.C. | $789.1M | 16.8M | Trimmed |
| 4 | LPL Financial LLC | $783.2M | 16.7M | Added |
| 5 | Allworth Financial LP | $437.8M | 9.3M | Trimmed |
| 6 | MORGAN STANLEY | $421.1M | 9.0M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $351.3M | 7.5M | Added |
| 8 | GOLDMAN SACHS GROUP INC | $301.3M | 6.4M | Added |
| 9 | STATE STREET CORP | $229.9M | 4.9M | Added |
| 10 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $193.9M | 4.1M | New |
| 11 | Horizon Investments, LLC | $192.5M | 4.1M | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.3M | 3.5M | Trimmed |
| 13 | Cerity Partners LLC | $152.9M | 3.3M | Added |
| 14 | AMERIPRISE FINANCIAL INC | $147.7M | 3.1M | Trimmed |
| 15 | CWM, LLC | $140.1M | 3.0M | Added |
| 16 | HighTower Advisors, LLC | $134.3M | 2.9M | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $115.3M | 2.5M | Trimmed |
| 18 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $111.5M | 2.4M | Trimmed |
| 19 | UBS Group AG | $110.7M | 2.4M | Added |
| 20 | Betterment LLC | $100.8M | 2.1M | Added |
| 21 | Focus Partners Wealth | $99.7M | 2.2M | Added |
| 22 | WELLS FARGO & COMPANY/MN | $98.9M | 2.1M | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $92.5M | 2.0M | Added |
| 24 | Cetera Investment Advisers | $91.3M | 1.9M | Trimmed |
| 25 | Mariner, LLC | $89.0M | 1.9M | Added |
Source: SEC Form 13F filings · as of 2026-03-31