950 tracked 13F filers disclose a position in SPEM as of the latest SEC 13F filings, a combined $11.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $1.0B | 21.8M | ▼−1.2% Reduced · −269K sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $858.8M | 18.3M | ▲+15% Added · +2.4M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $783.2M | 16.7M | ▲+7.1% Added · +1.1M sh | Q1 2026 | |
| 4 | Allworth Financial LP | $437.8M | 9.3M | ▼−0.3% Reduced · −24K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $421.1M | 9.0M | ▲+28% Added · +2.0M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $351.3M | 7.5M | ▲+39% Added · +2.1M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $301.3M | 6.4M | ▲58× Added · +6.3M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $270.9M | 5.2M | ▲+6.7% Added · +330K sh | Q2 2026 | |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $213.6M | 4.1M | ▼−0.2% Reduced · −8K sh | Q2 2026 | |
| 10 | Financial Engines Advisors L.L.C. | $201.6M | 3.9M | ▼−77% Reduced · −12.9M sh | Q2 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.3M | 3.5M | ▼−1.4% Reduced · −50K sh | Q1 2026 | |
| 12 | Cerity Partners LLC | $152.9M | 3.3M | ▲+17% Added · +485K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $147.7M | 3.1M | ▼−24% Reduced · −1.0M sh | Q1 2026 | |
| 14 | CWM, LLC | $140.1M | 3.0M | ▲+22% Added · +548K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $134.3M | 2.9M | ▲+9.0% Added · +237K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $115.3M | 2.5M | ▼−36% Reduced · −1.4M sh | Q1 2026 | |
| 17 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $111.5M | 2.4M | ▼−9.5% Reduced · −248K sh | Q1 2026 | |
| 18 | UBS Group AG | $110.7M | 2.4M | ▲+26% Added · +489K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $99.7M | 2.2M | ▲+0.3% Added · +7K sh | Q1 2026 | |
| 20 | Envestnet Portfolio Solutions, Inc. | $109.9M | 2.1M | ▲+13% Added · +238K sh | Q2 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $98.9M | 2.1M | ▲+8.6% Added · +167K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $92.5M | 2.0M | ▲+3.9% Added · +74K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $91.3M | 1.9M | ▼−1.1% Reduced · −22K sh | Q1 2026 | |
| 24 | Mariner, LLC | $89.0M | 1.9M | ▲+4.8% Added · +87K sh | Q1 2026 | |
| 25 | ASSETMARK, INC | $78.0M | 1.5M | ▲+3.3% Added · +48K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in SPEM and 31 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 573 funds | $137.8B |
| MICROSOFT CORPMSFT | 560 funds | $115.7B |
| NVIDIA CORPNVDA | 555 funds | $165.2B |
| AMAZON.COM INCAMZN | 551 funds | $79.0B |
| ALPHABET INC-CL AGOOGL | 542 funds | $60.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 532 funds | $22.7B |
| JPMORGAN CHASE & COJPM | 524 funds | $28.6B |
| ALPHABET INC-CL CGOOG | 523 funds | $58.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 516 funds | $20.2B |
| ISHARES CORE S&P 500 ETFIVV | 509 funds | $33.6B |
| META PLATFORMS INC-CLASS AMETA | 508 funds | $47.6B |
| BROADCOM INCAVGO | 504 funds | $64.7B |
Ranked by how many of SPEM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1128 funds | $29.2B |
| SPEMthis pagecs | 950 funds | $11.0B |
| FEZcommon | 318 funds | $2.1B |
| GNRmc | 272 funds | $3.5B |
| CWIcommon | 252 funds | $2.0B |
| GWXcs | 243 funds | $553.7M |
| RWOcs | 197 funds | $921.0M |
| EDIVmc | 197 funds | $801.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPEM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SPEM/capital-change-brief"
Use Arkolith's capital_change_brief for SPEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.