$SPEM is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.55%, with an average of 0.80% of portfolio. Largest holder: Impact Partnership Wealth, LLC at 4.55%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SPDR INDEX SHS FDS
13F holders
956
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 956 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
—
02
Crestline Management, LP
—
—
03
Fpr Partners LLC
—
—
04
Strs Ohio
—
—
05
Castlekeep Investment Advisors LLC
—
—
06
Taconic Capital Advisors LP
—
—
07
Marquette Asset Management, LLC
—
—
08
Baltimore-Washington Financial Advisors, Inc.
—
—
09
Axa S.a.
—
—
10
State Street
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Impact Partnership Wealth, LLC
4.55% NEW
α +10.3pts
02
Collier Financial
3.34% held
α +14.2pts
03
ProVise Management Group, LLC
0.51% NEW
α +11.2pts
04
Fiduciary Alliance LLC
0.48% held
α +16.8pts
05
Walkner Condon Financial Advisors LLC
0.36% NEW
α +23.7pts
06
RFG Advisory, LLC
0.25% NEW
α +16.2pts
07
Narus Financial Partners, LLC
0.08% held
α +11.1pts
08
Principal Securities, Inc.
0.04% held
α +21.3pts
09
Venture Visionary Partners LLC
0.01% held
α +10.3pts
10
Truepoint, Inc.
0.01% held
α +21.4pts
11
Citigroup Inc.
0.01% held
α +26.3pts
12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SPEM in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SPEM in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SPEM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SPEM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:35 UTC.