SPDR INDEX SHS FDS
CUSIP 78463X152
Spdr Index Shs Fds has 125 institutional holders in Filings Flow’s 13F database, together reporting 7.76M shares worth $640M as of Q1 2026. The largest reported holders are Financial Engines Advisors L.L.C., Lpl Financial LLC, and Capital Wealth Management, LLC.
Institutional Holders
125
Q1 2026
Reported Value
$640M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 6.48% | $27M | 357.2K | Q2 2026 |
| Cornerstone Planning Group LLC$749M AUM | 2.19% | $16M | 198.1K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.44% | $9M | 101.9K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 1.15% | $5M | 53.6K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.86% | $11M | 126.8K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.81% | $2M | 19.4K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.72% | $356M | 4.24M | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.55% | $8M | 95.2K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.50% | $5M | 65.3K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.39% | $3M | 38.2K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.38% | $1M | 21.9K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.36% | $6M | 70.9K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.27% | $481,118 | 7.1K | Q4 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.23% | $3M | 41.3K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.20% | $2M | 32.3K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.18% | $3M | 31.6K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.17% | $874,329 | 12.9K | Q4 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.11% | $1M | 11.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.11% | $2M | 34.1K | Q3 2025OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.10% | $1M | 13.6K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.08% | $1M | 14.2K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.08% | $332,304 | 4.0K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.07% | $277,437 | 3.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.07% | $14M | 169.7K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.07% | $266,868 | 3.2K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.06% | $1M | 16.1K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.06% | $2M | 25.9K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.06% | $72,500 | 863 | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.05% | $200,004 | 2.4K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.05% | $2M | 24.2K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.05% | $1M | 15.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.05% | $244,272 | 2.9K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.04% | $274,991 | 3.3K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.04% | $687,294 | 8.2K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.03% | $94,255 | 1.5K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $952,891 | 12.6K | Q2 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.03% | $51,072 | 608 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $17M | 206.5K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.03% | $241,920 | 2.9K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $260,515 | 3.5K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 20.9K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $299,358 | 4.0K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 76.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $52,907 | 780 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.02% | $1M | 16.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $819,553 | 10.9K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $318,024 | 3.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 20.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $553,568 | 6.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $271,252 | 4.0K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $321,104 | 3.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 88.3K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $22,616 | 333 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $101,203 | 1.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $28M | 336.3K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.01% | $10,500 | 125 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.01% | $10,968 | 131 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $63,252 | 753 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $253,932 | 3.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 53.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $264,768 | 3.2K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $227,052 | 2.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 69.0K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $14M | 171.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $75,012 | 893 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $729,040 | 8.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $291,732 | 3.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 38.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 32.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $45,630 | 543 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $13,188 | 157 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $6,384 | 76 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $24,623 | 363 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $26,712 | 318 | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.00% | $6,308 | 93 | Q4 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $16,128 | 192 | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.00% | $2,585 | 40 | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $618,225 | 7.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $18,732 | 223 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $12M | 147.9K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $138,936 | 1.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $135,818 | 1.6K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.00% | $1,357 | 20 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17M | 257.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $204,960 | 2.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $34,051 | 451 | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $18,816 | 224 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $659,736 | 7.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $46,536 | 554 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $11,256 | 134 | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $3,949 | 47 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $426,216 | 5.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $47,544 | 566 | Q2 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $6,267 | 83 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $558,110 | 6.6K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $5,983 | 88 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $417,809 | 5.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 115.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 22.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $277,124 | 3.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $132,608 | 2.0K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $529,200 | 6.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $985,231 | 11.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 17.0K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $204,787 | 4.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $101,081 | 1.5K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $24,937 | 386 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 27.7K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $1,092 | 13 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $57,624 | 686 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $164,220 | 2.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $61,870 | 737 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $219,075 | 2.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $16,800 | 200 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $64,848 | 772 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $7,743 | 92 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $7,728 | 92 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $588 | 7 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $5,880 | 70 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $198,660 | 2.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $883,176 | 10.5K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.00% | $2,436 | 29 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $16,128 | 192 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $510,000 | 6.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $332,228 | 4.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $41,649 | 495 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $476,532 | 5.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $142,255 | 2.2K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $10,416 | 124 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $504,749 | 6.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,289 | 19 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $8,316 | 99 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $12,180 | 145 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4,032 | 48 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18,302 | 218 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $183,624 | 2.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11,592 | 138 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20,452 | 247 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $407 | 6 | Q4 2025OLDER |
| NFSG Corp$608M AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.