SPDR INDEX SHS FDS
CUSIP 78463X400
Spdr Index Shs Fds has 77 institutional holders in Filings Flow’s 13F database, together reporting 2.08M shares worth $194M as of Q1 2026. The largest reported holders are State Street Corp, Assetmark, Inc, and Osborne Partners Capital Management, LLC.
Institutional Holders
77
Q1 2026
Reported Value
$194M
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 |
|---|---|---|---|---|
| swisspartners Advisors Ltd$159M AUM | 8.59% | $14M | 147.8K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 2.45% | $9M | 98.4K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.98% | $2M | 16.8K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.96% | $18M | 195.4K | Q1 2026OLDER |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 0.19% | $11M | 121.8K | Q3 2025OLDER |
| Worth Asset Management, LLC$313M AUM | 0.15% | $344,160 | 3.6K | Q4 2025OLDER |
| Sharper & Granite LLC$293M AUM | 0.12% | $346,406 | 3.7K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.09% | $1M | 15.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $3M | 28.4K | Q1 2026OLDER |
| 3 FACTOR INDEXING, LLC$118M AUM | 0.08% | $96,026 | 1.1K | Q2 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.07% | $184,520 | 1.8K | Q3 2025OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.06% | $121,721 | 1.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 33.5K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.04% | $21M | 221.1K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.04% | $167,616 | 1.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $7M | 72.0K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.03% | $4M | 45.1K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.03% | $120,615 | 1.2K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 13.9K | Q4 2025OLDER |
| Dauntless Investment Group, LLC$151M AUM | 0.03% | $32,528 | 336 | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $2M | 17.0K | Q3 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.02% | $2M | 16.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 16.2K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.02% | $66,572 | 715 | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.01% | $58,500 | 628 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $3M | 32.4K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $99,080 | 1.1K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $740,416 | 7.6K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $311,039 | 3.6K | Q2 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $11,169 | 119 | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.01% | $17,650 | 204 | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $216,970 | 2.3K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $52,613 | 565 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 44.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $248,630 | 2.7K | Q2 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $13,968 | 150 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $128,879 | 1.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 33.6K | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 16.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $7,636 | 82 | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $314,385 | 3.0K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $125,153 | 1.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 88.7K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $1,862 | 20 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $41M | 443.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $103,549 | 1.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 56.7K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 11.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 111.3K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $9,391 | 97 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 94.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 97.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $490,969 | 5.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 26.9K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $317,630 | 3.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $464,802 | 5.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $869,669 | 9.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $9,591 | 103 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $222,316 | 2.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $843,120 | 9.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $108,570 | 1.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 17.2K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.00% | $260 | 3 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $27,923 | 266 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $794,000 | 8.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $218,739 | 2.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $35,665 | 383 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $443,890 | 4.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $9,681 | 100 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $149,267 | 1.4K | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $2,444 | 26 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $60,423 | 648 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $474,540 | 5.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $12,973 | 134 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $40,507 | 435 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $193,596 | 2.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 24.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $161,442 | 1.8K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $21,618 | 223 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $39,043 | 420 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $5,680 | 61 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $372 | 4 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,575 | 15 | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $7,883 | 85 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $12,478 | 134 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $210 | 2 | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $745 | 8 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $21,520 | 237 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $22,721 | 244 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $86 | 1 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $186 | 2 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $12,018 | 129 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.