SPDR INDEX SHS FDS
CUSIP 78463X194
Spdr Index Shs Fds has 40 institutional holders in Filings Flow’s 13F database, together reporting 1.90M shares worth $72M as of Q1 2026. The largest reported holders are State Street Corp, Pnc Financial Services Group, Inc., and Morgan Stanley.
Institutional Holders
40
Q1 2026
Reported Value
$72M
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 |
|---|---|---|---|---|
| Invera Wealth Advisors, LLC$156M AUM | 0.43% | $666,830 | 16.4K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.32% | $476,008 | 11.7K | Q1 2026OLDER |
| CWC Advisors, LLC.$210M AUM | 0.19% | $406,647 | 10.0K | Q1 2026OLDER |
| Wealth Analytics Partners, LLC$246M AUM | 0.16% | $393,205 | 9.7K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.14% | $953,931 | 23.5K | Q1 2026OLDER |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.13% | $237,369 | 5.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.10% | $122,084 | 3.0K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.08% | $211,722 | 3.9K | Q2 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.04% | $314,601 | 7.3K | Q4 2025OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.01% | $38,532 | 948 | Q2 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.01% | $21,380 | 526 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $295,869 | 6.4K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $202,950 | 4.7K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $8M | 190.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $86,378 | 2.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $359,727 | 8.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $159,942 | 3.9K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $219,486 | 5.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $334,306 | 8.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 34.4K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $40M | 978.3K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $11,381 | 280 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 69.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 52.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $128,867 | 3.0K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $65,764 | 1.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $133,927 | 3.3K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 36.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $328,660 | 8.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $140,023 | 3.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $6,445 | 159 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $218,403 | 5.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 39.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $26,516 | 645 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 40.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $377,650 | 9.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 70.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 58.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $308,906 | 7.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $760,000 | 18.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $652,596 | 16.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $207,292 | 5.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $264,114 | 6.2K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $301 | 7 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $25,136 | 618 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $25 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.