SPDR PORTFOLIO EMERGING MARK (SPEM) Institutional Shareholders
SPDR PORTFOLIO EMERGING MARK (SPEM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.82B in SPEM holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of SPEM tracked by InsiderSet, reporting ownership valued at approximately $974.96M in its June 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 $986.26M, representing an estimated gain of +1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed SPEM value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Sixth Street Partners Management Company, L.P., 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
1,020
Total Reported Value
$11.82B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$974.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.13% | 18,828,888 | $974,959,821 | $986,257,153 | +$11,297,332 | +1.16% | |
| Sixth Street Partners Management Company, L.P. | 0.13% | 18,828,888 | $974,959,821 | $986,257,153 | +$11,297,332 | +1.16% | |
| Lpl Financial Llc | 0.21% | 17,883,639 | $926,014,760 | $936,745,011 | +$10,730,251 | +1.16% | |
| Goldman Sachs Group Inc | 0.06% | 11,142,176 | $576,941,874 | $583,627,179 | +$6,685,305 | +1.16% | |
| Morgan Stanley | 0.03% | 9,425,063 | $488,029,810 | $493,684,800 | +$5,654,990 | +1.16% | |
| Allworth Financial Lp | 1.59% | 7,221,745 | $373,941,980 | $378,275,003 | +$4,333,023 | +1.16% | |
| Envestnet Asset Management Inc | 0.09% | 7,088,993 | $367,068,059 | $371,321,453 | +$4,253,394 | +1.16% | |
| State Street Corp | 0.01% | 5,231,398 | $270,881,788 | $274,020,627 | +$3,138,839 | +1.16% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.74% | 4,126,010 | $213,644,798 | $216,120,404 | +$2,475,606 | +1.16% | |
| Financial Engines Advisors L.L.C. | 0.36% | 3,892,454 | $201,551,266 | $203,886,741 | +$2,335,475 | +1.16% | |
| Hightower Advisors, Llc | 0.18% | 3,540,844 | $183,344,883 | $185,469,409 | +$2,124,526 | +1.16% | |
| Ameriprise Financial Inc | 0.04% | 3,484,842 | $180,565,786 | $182,536,024 | +$1,970,238 | +1.09% | |
| Cerity Partners Llc | 0.21% | 3,376,307 | $174,824,788 | $176,850,961 | +$2,026,173 | +1.16% | |
| Horizon Investments, Llc | 1.90% | 3,348,734 | $173,397,447 | $175,406,687 | +$2,009,240 | +1.16% | |
| Cwm, Llc | 0.37% | 2,985,833 | $140,065,449 | $156,397,933 | +$16,332,484 | +11.66% | |
| Vantagepoint Investment Advisers Llc | 0.94% | 2,423,495 | $125,488,571 | $126,942,668 | +$1,454,097 | +1.16% | |
| Ubs Group Ag | 0.02% | 2,398,745 | $124,207,016 | $125,646,263 | +$1,439,247 | +1.16% | |
| Bank Of America Corp | 0.01% | 2,333,463 | $120,826,726 | $122,226,792 | +$1,400,066 | +1.16% | |
| Wells Fargo & Company/Mn | 0.02% | 2,235,419 | $115,750,029 | $117,091,247 | +$1,341,218 | +1.16% | |
| Focus Partners Wealth | 0.11% | 2,148,441 | $111,245,910 | $112,535,340 | +$1,289,430 | +1.16% | |
| Envestnet Portfolio Solutions, Inc. | 0.53% | 2,123,055 | $109,931,787 | $111,205,621 | +$1,273,834 | +1.16% | |
| Cetera Investment Advisers | 0.09% | 1,938,678 | $100,384,753 | $101,547,954 | +$1,163,201 | +1.16% | |
| Raymond James Financial Inc | 0.03% | 1,839,674 | $95,258,323 | $96,362,124 | +$1,103,801 | +1.16% | |
| Osaic Holdings, Inc. | 0.10% | 1,590,899 | $82,381,880 | $83,331,290 | +$949,410 | +1.15% | |
| Assetmark, Inc | 0.13% | 1,506,098 | $77,985,765 | $78,889,413 | +$903,648 | +1.16% | |
| Integrated Wealth Concepts Llc | 0.36% | 1,406,955 | $72,852,293 | $73,696,303 | +$844,010 | +1.16% | |
| Private Advisor Group, Llc | 0.33% | 1,382,153 | $71,567,957 | $72,397,174 | +$829,217 | +1.16% | |
| Advisory Alpha, Llc | 1.70% | 1,335,026 | $69,130,123 | $69,928,662 | +$798,539 | +1.16% | |
| Equitable Holdings, Inc. | 0.40% | 1,302,040 | $67,419,385 | $68,200,855 | +$781,470 | +1.16% | |
| Royal Bank Of Canada | 0.01% | 1,265,741 | $65,540,000 | $66,299,514 | +$759,514 | +1.16% | |
| Mariner, Llc | 0.07% | 1,258,087 | $65,138,619 | $65,898,597 | +$759,978 | +1.17% | |
| Cassaday & Co Wealth Management Llc | 1.08% | 1,110,730 | $57,513,609 | $58,180,037 | +$666,428 | +1.16% | |
| Jpmorgan Chase & Co | 0.00% | 1,112,313 | $57,083,951 | $58,262,955 | +$1,179,004 | +2.07% | |
| Northrock Partners, Llc | 0.82% | 1,092,633 | $56,576,543 | $57,232,117 | +$655,574 | +1.16% | |
| Wcg Wealth Advisors Llc | 1.27% | 1,032,371 | $53,456,147 | $54,075,593 | +$619,446 | +1.16% | |
| Mml Investors Services, Llc | 0.11% | 1,002,068 | $51,887,093 | $52,488,322 | +$601,229 | +1.16% | |
| Elm Partners Management Llc | 1.81% | 973,914 | $50,429,290 | $51,013,615 | +$584,325 | +1.16% | |
| Stadion Money Management, Llc | 4.20% | 940,036 | $48,675,064 | $49,239,086 | +$564,022 | +1.16% | |
| Bluestem Wealth Partners, Llc | 4.57% | 885,440 | $45,848,061 | $46,379,347 | +$531,286 | +1.16% | |
| Newedge Advisors, Llc | 0.14% | 879,360 | $45,533,343 | $46,060,877 | +$527,534 | +1.16% | |
| Great Lakes Advisors, Llc | 0.35% | 878,713 | $45,499,739 | $46,026,987 | +$527,248 | +1.16% | |
| Savvy Advisors, Inc. | 0.97% | 874,783 | $45,296,289 | $45,821,134 | +$524,845 | +1.16% | |
| Mcnamara Financial Services, Inc. | 7.73% | 865,525 | $44,816,883 | $45,336,200 | +$519,317 | +1.16% | |
| Beacon Pointe Advisors, Llc | 0.20% | 839,386 | $43,463,424 | $43,967,039 | +$503,615 | +1.16% | |
| Cutler Investment Counsel Llc | 3.94% | 808,417 | $41,859,836 | $42,344,882 | +$485,046 | +1.16% | |
| Jnba Financial Advisors | 3.12% | 796,899 | $41,263,413 | $41,741,570 | +$478,157 | +1.16% | |
| Signature Estate & Investment Advisors Llc | 0.73% | 788,100 | $40,807,838 | $41,280,678 | +$472,840 | +1.16% | |
| Pathstone Holdings, Llc | 0.16% | 865,193 | $40,586,039 | $45,318,809 | +$4,732,770 | +11.66% | |
| Geowealth Management, Llc | 1.27% | 780,430 | $40,410,568 | $40,878,923 | +$468,355 | +1.16% | |
| Axxcess Wealth Management, Llc | 0.63% | 764,963 | $39,609,801 | $40,068,762 | +$458,961 | +1.16% |
Frequently asked questions about SPEM
Who owns the most SPEM stock?
The largest holders of SPEM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO EMERGING MARK (SPEM).
Is SPEM widely held by superinvestors?
Many widely followed stocks like SPEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPEM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.