SPDR INDEX SHS FDS
CUSIP 78463X426
Spdr Index Shs Fds has 32 institutional holders in Filings Flow’s 13F database, together reporting 352.4K shares worth $23M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cabot Wealth Management Inc, and Premier Path Wealth Partners, LLC.
Institutional Holders
32
Q1 2026
Reported Value
$23M
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 |
|---|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.38% | $3M | 48.2K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.36% | $3M | 39.7K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.27% | $604,761 | 8.7K | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.12% | $273,343 | 3.9K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.03% | $217,758 | 3.1K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $289,082 | 4.4K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.03% | $387,185 | 5.6K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.02% | $838,587 | 12.1K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.02% | $347,790 | 5.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $472,463 | 6.8K | Q2 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 14.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $40,848 | 589 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $85,239 | 1.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $400,500 | 5.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $470,073 | 7.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 139.2K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $20,390 | 294 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $236,902 | 3.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $40,960 | 591 | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $2,290 | 35 | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $3,314 | 50 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,027 | 159 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,993 | 72 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $249,017 | 3.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $276,770 | 4.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $834,237 | 12.6K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $5,755 | 87 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $242,220 | 3.7K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $8,874 | 128 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $251,813 | 3.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $254,688 | 3.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $2,373 | 36 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12,000 | 178 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,905 | 74 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $67 | 1 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $56 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.