SPDR INDEX SHS FDS
CUSIP 78463X855
Spdr Index Shs Fds has 124 institutional holders in Filings Flow’s 13F database, together reporting 5.09M shares worth $377M as of Q1 2026. The largest reported holders are Hills Bank & Trust Co, Wealth Architects, LLC, and Lpl Financial LLC.
Institutional Holders
124
Q1 2026
Reported Value
$377M
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 |
|---|---|---|---|---|
| TOWER TRUST & INVESTMENT Co$165M AUM | 8.64% | $14M | 188.1K | Q2 2026 |
| Wealth Architects, LLC$1.1B AUM | 4.42% | $50M | 652.7K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 2.93% | $12M | 151.3K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 2.80% | $58M | 762.3K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 1.84% | $7M | 96.3K | Q1 2026OLDER |
| Newport Capital Group, LLC$164M AUM | 1.68% | $3M | 36.2K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 1.21% | $2M | 30.5K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.97% | $3M | 38.3K | Q3 2025OLDER |
| Breakwater Investment Management$269M AUM | 0.87% | $2M | 30.6K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.79% | $1M | 15.8K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.73% | $19M | 255.0K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 0.60% | $754,990 | 10.8K | Q3 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.57% | $1M | 18.5K | Q4 2025OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.56% | $3M | 35.1K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.46% | $554,490 | 7.3K | Q2 2026 |
| Sincerus Advisory, LLC$147M AUM | 0.39% | $574,672 | 7.6K | Q2 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.27% | $12M | 156.0K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.27% | $1M | 14.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.24% | $3M | 43.8K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.22% | $4M | 54.3K | Q1 2026OLDER |
| EFG Private Wealth Management (Americas) Corp.$579M AUM | 0.14% | $807,193 | 11.6K | Q3 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.13% | $1M | 16.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.11% | $213,199 | 2.8K | Q2 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.10% | $206,310 | 3.0K | Q4 2025OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.08% | $371,455 | 4.9K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.08% | $90,548 | 1.2K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.08% | $6M | 73.4K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.08% | $964,994 | 13.8K | Q3 2025OLDER |
| Boltwood Capital Management$436M AUM | 0.06% | $280,127 | 3.7K | Q2 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 0.06% | $288,960 | 3.9K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 40.1K | Q4 2025OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.05% | $1M | 15.8K | Q1 2026OLDER |
| Austin Wealth Management, LLC$440M AUM | 0.05% | $202,910 | 2.6K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.04% | $508,346 | 6.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.04% | $7M | 89.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $948,359 | 12.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $379,416 | 5.0K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.03% | $259,920 | 3.4K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $249,386 | 3.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 77.4K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.03% | $390,503 | 5.6K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $25M | 324.9K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.03% | $414,918 | 5.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 62.5K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.02% | $6M | 82.8K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 36.3K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $30,699 | 440 | Q4 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.02% | $207,037 | 2.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $781,562 | 10.3K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.02% | $29,800 | 392 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 42.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $3M | 43.9K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $840,737 | 11.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $402,070 | 5.3K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $4M | 56.3K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.02% | $22,806 | 300 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $582,242 | 7.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $38M | 503.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $761,567 | 10.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $5M | 69.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 27.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $856,837 | 11.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $541,047 | 7.1K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $208,164 | 2.7K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $16,116 | 212 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 24.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $264,934 | 3.8K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 44.2K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $971,381 | 12.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 35.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 13.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $417,730 | 5.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $24,250 | 319 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,093 | 41 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 75.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 13.4K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $58,535 | 770 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $210,956 | 2.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $61,272 | 806 | Q2 2026 |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $4,770 | 63 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 42.1K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $14,544 | 209 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 58.2K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,331 | 123 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $554,230 | 7.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $18,017 | 237 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $2,585 | 34 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $428,373 | 5.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $205,482 | 2.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $181,827 | 2.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $86,131 | 1.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $19,461 | 256 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 39.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $222,206 | 2.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,017 | 66 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $11M | 142.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 27.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 41.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 83.9K | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 0.00% | $2,196 | 29 | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $2,983 | 39 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $538,090 | 7.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $4,384 | 63 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $4,662 | 61 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $2,317 | 30 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $277,418 | 2.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 45.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $524,802 | 7.0K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $21,367 | 278 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $50,165 | 719 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $521,953 | 6.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 45.5K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $49,945 | 657 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $304,407 | 4.4K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $10,263 | 135 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $829,582 | 11.9K | Q3 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $309,782 | 4.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $85,489 | 1.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,920 | 64 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $874,517 | 11.6K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $152,040 | 2.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,674 | 24 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,420 | 216 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $3,801 | 50 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $208,675 | 2.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $22,578 | 297 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $7,525 | 99 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $76 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,930 | 42 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $151 | 2 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2,509 | 33 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $760 | 10 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $988 | 13 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $64,617 | 850 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4,941 | 65 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $76 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.