SEC 13F Intelligence

SPDR INDEX SHS FDS

CUSIP 78463X301

Spdr Index Shs Fds has 74 institutional holders in Filings Flow’s 13F database, together reporting 1.44M shares worth $196M as of Q1 2026. The largest reported holders are Stairway Partners, LLC, Rainey & Randall Wealth Advisors Inc., and First Pacific Financial.

Institutional Holders
74
Q1 2026
Reported Value
$196M
Ticker
unmapped
private placement or foreign
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 64Q1 ’19Q2 ’19: 59Q3 ’19: 60Q4 ’19: 67Q1 ’20: 60Q1 ’20Q2 ’20: 61Q3 ’20: 64Q4 ’20: 74Q1 ’21: 88Q1 ’21Q2 ’21: 88Q3 ’21: 76Q4 ’21: 83Q1 ’22: 73Q1 ’22Q2 ’22: 67Q3 ’22: 58Q4 ’22: 64Q1 ’23: 65Q1 ’23Q2 ’23: 61Q3 ’23: 63Q4 ’23: 64Q1 ’24: 63Q1 ’24Q2 ’24: 59Q3 ’24: 61Q4 ’24: 70Q1 ’25: 76Q1 ’25Q2 ’25: 74Q3 ’25: 77Q4 ’25: 81Q1 ’26: 74Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $190MQ1 ’19Q2 ’19: $173MQ3 ’19: $146MQ4 ’19: $188MQ1 ’20: $172MQ1 ’20Q2 ’20: $193MQ3 ’20: $202MQ4 ’20: $315MQ1 ’21: $386MQ1 ’21Q2 ’21: $315MQ3 ’21: $236MQ4 ’21: $265MQ1 ’22: $230MQ1 ’22Q2 ’22: $213MQ3 ’22: $140MQ4 ’22: $134MQ1 ’23: $150MQ1 ’23Q2 ’23: $147MQ3 ’23: $142MQ4 ’23: $140MQ1 ’24: $142MQ1 ’24Q2 ’24: $154MQ3 ’24: $157MQ4 ’24: $179MQ1 ’25: $192MQ1 ’25Q2 ’25: $212MQ3 ’25: $221MQ4 ’25: $223MQ1 ’26: $196MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stairway Partners, LLC$2.1B AUM1.57%$30M222.8KQ1 2026
RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM4.08%$25M184.7KQ1 2026
First Pacific Financial$777M AUM3.06%$24M174.6KQ1 2026
Vontobel Holding Ltd.$29.1B AUM0.08%$22M163.7KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$12M87.3KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.03%$9M67.6KQ1 2026
FINANCIAL CONSULATE, INC$803M AUM1.14%$9M67.4KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$9M65.5KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$8M58.7KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.13%$4M30.4KQ1 2026
Atria Investments, Inc$8.9B AUM0.04%$3M26.3KQ2 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.02%$3M23.8KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.02%$3M20.6KQ1 2026
COMMERCE BANK$20.7B AUM0.01%$3M20.3KQ1 2026
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.01%$2M18.3KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$2M18.3KQ1 2026
Addison Advisors LLC$452M AUM0.49%$2M16.3KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.02%$2M14.0KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.04%$2M13.0KQ4 2025OLDER
Banco Santander, S.A.$12.4B AUM0.01%$2M12.0KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$1M11.0KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M10.4KQ1 2026
UBS Group AG$666.3B AUM0.00%$1M10.2KQ1 2026
PGIM Custom Harvest LLC$6.4B AUM0.02%$1M9.0KQ1 2026
NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM0.50%$1M8.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M8.4KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M8.2KQ1 2026
Sowell Financial Services LLC$2.7B AUM0.04%$999,1187.3KQ1 2026
Creative Planning$147.4B AUM0.00%$996,3107.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$905,5376.7KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$881,7456.4KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$828,2996.1KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$729,4715.4KQ1 2026
L. Roy Papp & Associates, LLP$867M AUM0.08%$701,1125.2KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$636,0004.7KQ1 2026
BROWN ADVISORY INC$60.9B AUM0.00%$609,0824.5KQ1 2026
Waverly Advisors, LLC$13.4B AUM0.00%$582,6714.3KQ1 2026
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.01%$571,7804.2KQ1 2026
Itau Unibanco Holding S.A.$4.3B AUM0.01%$544,5524.0KQ1 2026
K2 Financial Inc.$138M AUM0.39%$540,3423.6KQ1 2026
Yoffe Investment Management, LLC$78M AUM0.65%$504,6683.7KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$463,2513.4KQ1 2026
Mill Creek Capital Advisors, LLC$4.9B AUM0.01%$448,9543.3KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$396,1882.9KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$382,8162.8KQ1 2026
Great Waters Wealth Management$1.1B AUM0.04%$356,9732.6KQ1 2026
Climber Capital SA$153M AUM0.22%$340,9652.5KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$335,7302.5KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$309,4132.3KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$279,2052.0KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$277,8182.0KQ4 2025OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM0.01%$270,8342.0KQ1 2026
Allie Family Office LLC$228M AUM0.11%$254,5781.9KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$254,0001.9KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$249,1331.8KQ1 2026
Virtu Financial LLC$2.4B AUM0.01%$236,0001.7KQ4 2025OLDER
HRT FINANCIAL LP$40.1B AUM0.00%$235,0001.7KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$209,2201.5KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$208,3741.5KQ1 2026
OneAscent Financial Services LLC$1.8B AUM0.01%$200,9401.5KQ1 2026
Mariner, LLC$85.7B AUM0.00%$200,2901.4KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$182,4281.3KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.01%$156,0141.1KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$131,520965Q1 2026
Rialto Wealth Management, LLC$445M AUM0.03%$128,243942Q1 2026
Balentine LLC$2.5B AUM0.00%$117,079860Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$111,769821Q1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$81,274597Q1 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$78,241574Q1 2026
Spire Wealth Management$3.3B AUM0.00%$76,003558Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$72,184531Q1 2026
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$67,796489Q1 2026
FMR LLC$1.90T AUM0.00%$61,126449Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$57,859425Q1 2026
CITIGROUP INC$234.5B AUM0.00%$49,042388Q2 2025OLDER
RESOURCES MANAGEMENT CORP /CT/ /ADV$753M AUM0.01%$41,000300Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$38,275276Q4 2025OLDER
ORG Partners LLC$568M AUM0.01%$35,941259Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$35,532261Q1 2026
Ascentis Wealth Management, LLC$508M AUM0.01%$35,259259Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$34,035250Q1 2026
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$33,999245Q4 2025OLDER
Signature Resources Capital Management, LLC$211M AUM0.02%$27,803200Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$26,106197Q1 2026
SouthState Bank Corp$2.1B AUM0.00%$14,319103Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$12,71992Q4 2025OLDER
Lowe Wealth Advisors, LLC$274M AUM0.00%$11,53883Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$11,30083Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$7,48855Q1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$7,21553Q1 2026
Bristlecone Advisors, LLC$1.2B AUM0.00%$5,05640Q2 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$4,86635Q3 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$1,90614Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$9537Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$6815Q1 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.