13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SPEM

SPDR PORTFOLIO EMERGING MARK

1,049 institutions still hold SPDR PORTFOLIO EMERGING MARK as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X509·Exchange Traded Fund·1,049 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.9%
vs prior quarter
13F value held
$6.8B
50.0% inst. owned
of float
Holders
1,049
+102 QoQ
filers reporting
Activity
+69 / −94
+842 added · −768 reduced
this quarter
Concentration
15.12%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

1,049 institutions reported SPEM in Q1 2026. Creative Planning leads at 15.1% of the visible book. +102 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$1.0B21.8M0.69%Q1 202602
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$859M18.3M0.13%Q1 202603
Financial Engines Advisors L.L.C.
CIK 0001420473
$789M16.8M1.60%Q1 202604
LPL Financial LLC
CIK 0001403438
$783M16.7M0.21%Q1 202605
Allworth Financial LP
CIK 0001555170
$438M9.3M1.77%Q1 202606
MORGAN STANLEY
CIK 0000895421
$421M9.0M0.03%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$351M7.5M0.09%Q1 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$301M6.4M0.03%Q1 202609
STATE STREET CORP
CIK 0000093751
$230M4.9M0.01%Q1 202610
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$194M4.1M0.75%Q1 202611
Horizon Investments, LLC
CIK 0001560717
$188M4.0M2.39%Q4 202512
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$162M3.5M0.10%Q1 202613
Cerity Partners LLC
CIK 0001566475
$153M3.3M0.22%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$148M3.1M0.03%Q1 202615
CWM, LLC
CIK 0001535847
$140M3.0M0.37%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$134M2.9M0.14%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$115M2.5M0.01%Q1 202618
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$111M2.4M0.94%Q1 202619
UBS Group AG
CIK 0001610520
$111M2.4M0.02%Q1 202620
Focus Partners Wealth
CIK 0001542153
$103M2.2M0.12%Q4 2025
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