SPDR INDEX SHS FDS
CUSIP 78463X434
Spdr Index Shs Fds has 143 institutional holders in Filings Flow’s 13F database, together reporting 9.48M shares worth $839M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Ameriprise Financial Inc.
Institutional Holders
143
Q1 2026
Reported Value
$839M
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 |
|---|---|---|---|---|
| Intelligence Driven Advisers, LLC$574M AUM | 9.97% | $57M | 613.0K | Q1 2026OLDER |
| SimpliFi, Inc.$238M AUM | 9.57% | $23M | 244.3K | Q1 2026OLDER |
| ARRIEN INVESTMENTS, INC.$184M AUM | 7.33% | $14M | 145.0K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 6.61% | $7M | 71.6K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 5.55% | $14M | 148.2K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 4.11% | $10M | 109.1K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 2.74% | $4M | 43.5K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 2.31% | $13M | 137.3K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 2.30% | $2M | 26.5K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 2.00% | $4M | 37.7K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 1.80% | $13M | 138.0K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 1.66% | $4M | 42.0K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 1.54% | $13M | 134.6K | Q2 2026 |
| KWB Wealth$1.0B AUM | 1.44% | $15M | 160.5K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 1.31% | $4M | 38.8K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 1.14% | $9M | 96.3K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 1.12% | $1M | 15.8K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.01% | $8M | 90.5K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.87% | $5M | 52.8K | Q2 2026 |
| Element Wealth, LLC$242M AUM | 0.61% | $1M | 15.9K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.52% | $2M | 21.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.49% | $27M | 289.2K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.48% | $2M | 23.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.39% | $14M | 143.1K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.32% | $5M | 49.6K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.25% | $348,242 | 3.7K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.23% | $1M | 13.5K | Q4 2025OLDER |
| Investment Research Partners LLC$246M AUM | 0.21% | $509,254 | 5.5K | Q1 2026OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.16% | $233,175 | 2.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.16% | $15M | 156.1K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.16% | $382,557 | 4.1K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.15% | $410,364 | 4.7K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.15% | $1M | 14.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.11% | $3M | 31.7K | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.11% | $14M | 148.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.11% | $234,035 | 2.5K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.10% | $369,199 | 4.1K | Q4 2025OLDER |
| IRON Financial LLC$229M AUM | 0.10% | $220,377 | 2.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $20M | 211.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $13M | 148.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 32.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.07% | $1M | 11.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.07% | $1M | 13.9K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.06% | $463,086 | 5.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 13.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.06% | $4M | 39.3K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.06% | $1M | 13.8K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.06% | $281,090 | 3.1K | Q4 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.06% | $2M | 24.4K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.05% | $3M | 37.5K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.04% | $6M | 63.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.04% | $3M | 29.2K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.04% | $209,671 | 2.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $11M | 114.0K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.04% | $561,141 | 6.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.04% | $2M | 20.8K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $362,984 | 3.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $121M | 1.29M | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.03% | $188,872 | 2.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 15.8K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.03% | $2M | 19.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $82,043 | 905 | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.02% | $111,924 | 1.2K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.02% | $409,828 | 4.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $591,964 | 6.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $94M | 1.00M | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $261,902 | 2.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $7M | 78.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $386,806 | 4.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $9M | 97.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $7M | 79.2K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $261,902 | 2.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $542,655 | 5.6K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $290,629 | 3.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $433,538 | 4.6K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 51.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 14.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 92.6K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 19.9K | Q2 2026 |
| Linscomb Wealth, Inc.$2.2B AUM | 0.01% | $259,664 | 2.8K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.01% | $210,417 | 2.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $40M | 431.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $897,723 | 9.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 86.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $424,546 | 4.5K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.01% | $327,938 | 3.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $99M | 1.10M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 38.0K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $3M | 37.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $68,027 | 729 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $795,267 | 8.8K | Q4 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $10,404 | 112 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $318,879 | 3.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $65,102 | 698 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 36.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $261,902 | 2.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 49.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $522,184 | 5.6K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $7,648 | 87 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $83,900 | 900 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $103,530 | 1.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 19.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $220,870 | 2.5K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $34,383 | 364 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $294,498 | 3.4K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $47,720 | 497 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $19M | 206.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $252,575 | 2.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $78,104 | 861 | Q4 2025OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $5,689 | 61 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $921,575 | 9.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $35,988 | 395 | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $4,440 | 51 | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $39,734 | 426 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $4,663 | 50 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $919,653 | 9.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $164,109 | 1.8K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $319,077 | 3.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 17.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 42.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $14,961 | 165 | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $88,606 | 950 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $577,341 | 6.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $11,379 | 122 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $933 | 10 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $23,318 | 250 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $18,631 | 199 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 22.0K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $6,809 | 73 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $56,878 | 647 | Q3 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.00% | $466 | 5 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 22.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $809,491 | 8.7K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $2,467 | 26 | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $110,345 | 1.2K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $7,852 | 84 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 11.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $12,218 | 131 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $349,763 | 3.8K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $2,528 | 27 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $98,400 | 1.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $23,504 | 252 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,632 | 18 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $24,623 | 264 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $5,099 | 58 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $933 | 10 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $13,524 | 145 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $87,675 | 969 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $514,761 | 5.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $233,082 | 2.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,638 | 39 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $11,939 | 128 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2,629 | 29 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18,685 | 200 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $37,082 | 407 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $38,614 | 414 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.