SPEM Institutional Ownership & Shareholders
SPDR PORTFOLIO EMERGING MARK (SPEM) is currently held by 1,026 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.92B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of SPEM tracked by InsiderSet, reporting ownership valued at approximately $1.10B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.03B, representing an estimated loss of -6.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed SPEM value among the investors covered in this analysis. Major shareholders include Creative Planning, Charles Schwab Investment Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO EMERGING MARK (SPEM).
This page ranks the largest institutional SPEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,026
Total Reported Value
$11.92B
Largest Holder
Creative Planning
Largest Position
$1.10B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.61% | 21,219,445 | $1,098,318,475 | $1,028,506,499 | -$69,811,976 | -6.36% | |
| Charles Schwab Investment Management Inc | 0.13% | 18,828,888 | $974,959,821 | $912,636,201 | -$62,323,620 | -6.39% | |
| Lpl Financial Llc | 0.21% | 17,883,639 | $926,014,760 | $866,819,982 | -$59,194,778 | -6.39% | |
| Goldman Sachs Group Inc | 0.06% | 11,142,176 | $576,941,874 | $540,061,271 | -$36,880,603 | -6.39% | |
| Morgan Stanley | 0.03% | 9,425,063 | $488,029,810 | $456,832,804 | -$31,197,006 | -6.39% | |
| Allworth Financial Lp | 1.59% | 7,221,745 | $373,941,980 | $350,037,980 | -$23,904,000 | -6.39% | |
| Envestnet Asset Management Inc | 0.09% | 7,088,993 | $367,068,059 | $343,603,491 | -$23,464,568 | -6.39% | |
| State Street Corp | 0.01% | 5,231,398 | $270,881,788 | $253,565,861 | -$17,315,927 | -6.39% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.74% | 4,126,010 | $213,644,798 | $199,987,705 | -$13,657,093 | -6.39% | |
| Financial Engines Advisors L.L.C. | 0.36% | 3,892,454 | $201,551,266 | $188,667,245 | -$12,884,021 | -6.39% | |
| Ameriprise Financial Inc | 0.04% | 3,484,842 | $180,565,786 | $168,910,292 | -$11,655,494 | -6.45% | |
| Cerity Partners Llc | 0.21% | 3,376,307 | $174,824,788 | $163,649,600 | -$11,175,188 | -6.39% | |
| Horizon Investments, Llc | 1.90% | 3,348,734 | $173,397,447 | $162,313,137 | -$11,084,310 | -6.39% | |
| Cwm, Llc | 0.37% | 2,985,833 | $140,065,449 | $144,723,326 | +$4,657,877 | +3.33% | |
| Vantagepoint Investment Advisers Llc | 0.98% | 2,518,842 | $130,375,262 | $122,088,272 | -$8,286,990 | -6.36% | |
| Ubs Group Ag | 0.02% | 2,398,745 | $124,207,016 | $116,267,170 | -$7,939,846 | -6.39% | |
| Bank Of America Corp | 0.01% | 2,333,463 | $120,826,726 | $113,102,952 | -$7,723,774 | -6.39% | |
| Wells Fargo & Company/Mn | 0.02% | 2,235,419 | $115,750,029 | $108,350,759 | -$7,399,270 | -6.39% | |
| Focus Partners Wealth | 0.11% | 2,148,441 | $111,245,910 | $104,134,935 | -$7,110,975 | -6.39% | |
| Envestnet Portfolio Solutions, Inc. | 0.53% | 2,123,055 | $109,931,787 | $102,904,476 | -$7,027,311 | -6.39% | |
| Betterment Llc | 0.18% | 2,099,840 | $108,730,000 | $101,779,245 | -$6,950,755 | -6.39% | |
| Cetera Investment Advisers | 0.09% | 1,938,678 | $100,384,753 | $93,967,723 | -$6,417,030 | -6.39% | |
| Raymond James Financial Inc | 0.03% | 1,839,674 | $95,258,323 | $89,168,999 | -$6,089,324 | -6.39% | |
| Osaic Holdings, Inc. | 0.10% | 1,590,899 | $82,381,880 | $77,110,875 | -$5,271,005 | -6.40% | |
| Assetmark, Inc | 0.12% | 1,396,485 | $72,282,075 | $67,687,628 | -$4,594,447 | -6.36% | |
| Private Advisor Group, Llc | 0.33% | 1,382,153 | $71,567,957 | $66,992,956 | -$4,575,001 | -6.39% | |
| Advisory Alpha, Llc | 1.70% | 1,335,026 | $69,130,123 | $64,708,710 | -$4,421,413 | -6.40% | |
| Equitable Holdings, Inc. | 0.40% | 1,302,040 | $67,419,385 | $63,109,879 | -$4,309,506 | -6.39% | |
| Royal Bank Of Canada | 0.01% | 1,265,741 | $65,540,000 | $61,350,466 | -$4,189,534 | -6.39% | |
| Mariner, Llc | 0.07% | 1,258,087 | $65,138,619 | $60,979,477 | -$4,159,142 | -6.39% | |
| Corient Private Wealth Llc | 0.08% | 1,166,521 | $60,402,450 | $56,541,273 | -$3,861,177 | -6.39% | |
| Jpmorgan Chase & Co | 0.00% | 1,112,313 | $57,083,951 | $53,913,811 | -$3,170,140 | -5.55% | |
| Cassaday & Co Wealth Management Llc | 1.00% | 1,095,309 | $56,693,203 | $53,089,627 | -$3,603,576 | -6.36% | |
| Northrock Partners, Llc | 0.82% | 1,092,633 | $56,576,543 | $52,959,922 | -$3,616,621 | -6.39% | |
| Wcg Wealth Advisors Llc | 1.27% | 1,032,371 | $53,456,147 | $50,039,022 | -$3,417,125 | -6.39% | |
| Mml Investors Services, Llc | 0.11% | 1,002,068 | $51,887,093 | $48,570,236 | -$3,316,857 | -6.39% | |
| Stadion Money Management, Llc | 4.20% | 940,036 | $48,675,064 | $45,563,545 | -$3,111,519 | -6.39% | |
| Bluestem Wealth Partners, Llc | 4.57% | 885,440 | $45,848,061 | $42,917,277 | -$2,930,784 | -6.39% | |
| Newedge Advisors, Llc | 0.14% | 879,360 | $45,533,343 | $42,622,579 | -$2,910,764 | -6.39% | |
| Great Lakes Advisors, Llc | 0.35% | 878,713 | $45,499,739 | $42,591,219 | -$2,908,520 | -6.39% | |
| Savvy Advisors, Inc. | 0.97% | 874,783 | $45,296,289 | $42,400,732 | -$2,895,557 | -6.39% | |
| Mcnamara Financial Services, Inc. | 7.73% | 865,525 | $44,816,883 | $41,951,997 | -$2,864,886 | -6.39% | |
| Beacon Pointe Advisors, Llc | 0.20% | 839,386 | $43,463,424 | $40,685,039 | -$2,778,385 | -6.39% | |
| Cutler Investment Counsel Llc | 4.05% | 825,163 | $42,710,440 | $39,995,651 | -$2,714,789 | -6.36% | |
| Signature Estate & Investment Advisors Llc | 0.73% | 798,357 | $41,322,978 | $38,696,364 | -$2,626,614 | -6.36% | |
| Jnba Financial Advisors | 3.12% | 796,899 | $41,263,413 | $38,625,695 | -$2,637,718 | -6.39% | |
| Alphastar Capital Management, Llc | 2.44% | 789,133 | $40,845,546 | $38,249,277 | -$2,596,269 | -6.36% | |
| Integrated Wealth Concepts Llc | 0.27% | 785,289 | $40,662,273 | $38,062,958 | -$2,599,315 | -6.39% | |
| Pathstone Holdings, Llc | 0.16% | 865,193 | $40,586,039 | $41,935,905 | +$1,349,866 | +3.33% | |
| Geowealth Management, Llc | 1.27% | 780,430 | $40,410,568 | $37,827,442 | -$2,583,126 | -6.39% |
Frequently asked questions about SPEM
Who are the largest institutional holders of SPEM?
The largest institutional holders of SPEM reported in the latest SEC Form 13F filings include Creative Planning, Charles Schwab Investment Management Inc, Lpl Financial Llc, Goldman Sachs Group Inc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported SPEM position.
What is SPEM institutional ownership?
This page tracks SPEM positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO EMERGING MARK (SPEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPEM?
InsiderSet currently tracks 1,026 institutional managers reporting SPEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPEM shareholders.
How much SPEM stock do institutions own?
Institutional investment managers disclosed approximately $11.92B in SPEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPEM institutional ownership last updated?
The latest SPEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPEM position after the reporting date.
Are institutions buying or selling SPEM?
Institutional buying and selling can be analyzed by comparing SPEM positions across consecutive 13F reporting periods. InsiderSet's SPEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPEM ownership changes.
How has SPEM institutional ownership changed over time?
InsiderSet tracks SPEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.