SPDR INDEX SHS FDS
CUSIP 78463X863
Spdr Index Shs Fds has 116 institutional holders in Filings Flow’s 13F database, together reporting 5.98M shares worth $159M as of Q1 2026. The largest reported holders are Osborne Partners Capital Management, LLC, Morgan Stanley, and Northern Trust Corp.
Institutional Holders
116
Q1 2026
Reported Value
$159M
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 |
|---|---|---|---|---|
| Risk Paradigm Group, LLC$117M AUM | 2.23% | $3M | 98.3K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 1.62% | $31M | 1.15M | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.93% | $3M | 107.9K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.60% | $1M | 38.2K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.55% | $3M | 98.3K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 0.51% | $3M | 98.0K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.31% | $3M | 127.4K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.29% | $689,997 | 25.5K | Q2 2026 |
| Aspire Private Capital, LLC$443M AUM | 0.27% | $1M | 42.4K | Q3 2025OLDER |
| Innova Wealth Partners$211M AUM | 0.26% | $549,823 | 20.7K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.24% | $11M | 398.4K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 0.19% | $331,044 | 12.4K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.14% | $415,436 | 14.8K | Q4 2025OLDER |
| First Nebraska Trust Co$591M AUM | 0.11% | $677,370 | 17.7K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.09% | $476,578 | 17.9K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.07% | $649,241 | 24.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 114.8K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.04% | $134,676 | 4.7K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.04% | $56,485 | 2.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $2M | 60.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $870,234 | 32.7K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.02% | $310,389 | 11.7K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.01% | $15,288 | 546 | Q4 2025OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $310,309 | 11.7K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $26,620 | 1.0K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $229,976 | 8.6K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $369,208 | 13.9K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.01% | $11,144 | 398 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $375,741 | 14.1K | Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $9,211 | 346 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 67.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 55.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $184,290 | 6.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $2M | 92.9K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $18,820 | 707 | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $11,420 | 429 | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $226,803 | 8.5K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $309,617 | 11.6K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $25,411 | 955 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $543,535 | 20.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $20M | 741.0K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $28,252 | 1.0K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $135,050 | 5.0K | Q2 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $3,567 | 134 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $7,453 | 268 | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $5,556 | 198 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $308,484 | 11.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $16,824 | 632 | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $1,597 | 60 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $348,206 | 12.4K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23M | 827.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $751,536 | 28.2K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $3,780 | 142 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 245.9K | Q2 2026 |
| Gould Capital, LLC$165M AUM | 0.00% | $1,975 | 71 | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $259,531 | 9.7K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $24,279 | 873 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $14,055 | 528 | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $16,877 | 634 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 313.4K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $8,273 | 311 | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $5,373 | 202 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $371,089 | 13.9K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $5,816 | 219 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $294,686 | 10.9K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $6,442 | 242 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $22,707 | 853 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $15M | 559.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $15,307 | 575 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $388,910 | 14.6K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $612 | 23 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $386,164 | 14.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $272,536 | 10.2K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $14,348 | 539 | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $222,277 | 8.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 90.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $956,271 | 35.9K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $4,659 | 175 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $589 | 22 | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $1,252 | 47 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $506 | 19 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $181,921 | 6.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,061 | 115 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $17,276 | 617 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,660 | 95 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $11,287 | 424 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 43.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $540,630 | 20.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $210,112 | 7.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 64.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,393 | 165 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $189,704 | 7.1K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $3,950 | 142 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $73,071 | 2.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,571 | 59 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $521,000 | 19.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $346,625 | 13.0K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $728 | 27 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $31,920 | 1.1K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $311,773 | 11.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $319 | 12 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $14 | 511 | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $4,179 | 157 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $325,110 | 12.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,844 | 142 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $11,553 | 434 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $52,974 | 2.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,943 | 73 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $63,648 | 2.4K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $692 | 26 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,331 | 50 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $2,902 | 109 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $720 | 26 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,065 | 115 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $3,061 | 115 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $20 | 1 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $196 | 7 | Q4 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $8 | 0 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $80,668 | 3.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10,401 | 397 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $186 | 7 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $852 | 32 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $3,907 | 141 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2,848 | 107 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4,898 | 184 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $109 | 4 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $2,207 | 83 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.