SEC 13F Intelligence

SPDR INDEX SHS FDS

CUSIP 78463X194

Spdr Index Shs Fds has 40 institutional holders in Filings Flow’s 13F database, together reporting 924.3K shares worth $38M as of Q1 2026. The largest reported holders are Pnc Financial Services Group, Inc., Betterment LLC, and Morgan Stanley.

Institutional Holders
40
Q1 2026
Reported Value
$38M
Ticker
unmapped
private placement or foreign
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 8Q1 ’19Q2 ’19: 9Q3 ’19: 11Q4 ’19: 15Q1 ’20: 17Q1 ’20Q2 ’20: 19Q3 ’20: 17Q4 ’20: 17Q1 ’21: 22Q1 ’21Q2 ’21: 20Q3 ’21: 19Q4 ’21: 20Q1 ’22: 20Q1 ’22Q2 ’22: 22Q3 ’22: 22Q4 ’22: 25Q1 ’23: 24Q1 ’23Q2 ’23: 22Q3 ’23: 22Q4 ’23: 23Q1 ’24: 25Q1 ’24Q2 ’24: 27Q3 ’24: 28Q4 ’24: 31Q1 ’25: 28Q1 ’25Q2 ’25: 33Q3 ’25: 34Q4 ’25: 42Q1 ’26: 40Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $2MQ1 ’19Q2 ’19: $5MQ3 ’19: $4MQ4 ’19: $7MQ1 ’20: $24MQ1 ’20Q2 ’20: $19MQ3 ’20: $13MQ4 ’20: $23MQ1 ’21: $30MQ1 ’21Q2 ’21: $28MQ3 ’21: $26MQ4 ’21: $28MQ1 ’22: $25MQ1 ’22Q2 ’22: $24MQ3 ’22: $20MQ4 ’22: $21MQ1 ’23: $22MQ1 ’23Q2 ’23: $20MQ3 ’23: $15MQ4 ’23: $18MQ1 ’24: $21MQ1 ’24Q2 ’24: $20MQ3 ’24: $25MQ4 ’24: $25MQ1 ’25: $22MQ1 ’25Q2 ’25: $27MQ3 ’25: $34MQ4 ’25: $36MQ1 ’26: $38MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$8M190.1KQ1 2026
Betterment LLC$52.8B AUM0.01%$6M136.7KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$3M70.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M69.2KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M58.0KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M52.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M40.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M39.5KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M36.6KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M34.4KQ1 2026
LARCH CAPITAL PARTNERS LLC$690M AUM0.14%$953,93123.5KQ1 2026
Virtu Financial LLC$2.4B AUM0.04%$765,00019.4KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$760,00018.7KQ1 2026
Invera Wealth Advisors, LLC$156M AUM0.43%$666,83016.4KQ1 2026
UBS Group AG$666.3B AUM0.00%$652,59616.1KQ1 2026
Fingerlakes Wealth Management, Inc.$151M AUM0.32%$476,00811.7KQ1 2026
CWC Advisors, LLC.$210M AUM0.19%$406,64710.0KQ1 2026
Wealth Analytics Partners, LLC$246M AUM0.16%$393,2059.7KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$377,6509.6KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$359,7278.8KQ1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$334,3068.2KQ1 2026
Mariner, LLC$85.7B AUM0.00%$328,6608.1KQ1 2026
TFC Financial Management, Inc.$812M AUM0.04%$314,6017.3KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$308,9067.6KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.01%$294,0006.9KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$264,1146.2KQ3 2025OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$261,9206.4KQ1 2026
Monument Group Wealth Advisors, LLC$180M AUM0.13%$237,3695.8KQ1 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$219,4865.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$218,4035.4KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$207,2925.1KQ1 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$202,9504.7KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$159,9423.9KQ1 2026
CWM, LLC$38.1B AUM0.00%$140,0233.4KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$133,9273.3KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$128,8673.0KQ4 2025OLDER
Harbor Asset Planning, Inc.$119M AUM0.10%$122,0843.0KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$86,3782.2KQ1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$65,7641.6KQ1 2026
BALLAST ADVISORS LLC$344M AUM0.01%$38,532948Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$26,516645Q1 2026
FMR LLC$1.90T AUM0.00%$25,136618Q1 2026
Private Wealth Management Group, LLC$381M AUM0.01%$21,380526Q1 2026
Golden State Wealth Management, LLC$915M AUM0.00%$11,381280Q1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$6,445159Q1 2026
MAI Capital Management$17.7B AUM0.00%$3017Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$251Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.