SEC 13F Intelligence

SPDR INDEX SHS FDS

CUSIP 78470E106

Spdr Index Shs Fds has 89 institutional holders in Filings Flow’s 13F database, together reporting 4.97M shares worth $175M as of Q1 2026. The largest reported holders are Arax Advisory Partners, Gemmer Asset Management LLC, and Flputnam Investment Management Co.

Institutional Holders
89
Q1 2026
Reported Value
$175M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 14Q4 ’18Q1 ’19: 22Q2 ’19: 22Q2 ’19Q3 ’19: 23Q2 ’21: 49Q2 ’21Q4 ’21: 54Q4 ’22: 55Q4 ’22Q4 ’25: 87Q1 ’26: 89Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $18MQ4 ’18Q1 ’19: $12MQ2 ’19: $12MQ2 ’19Q3 ’19: $22MQ2 ’21: $118MQ2 ’21Q4 ’21: $152MQ4 ’22: $75MQ4 ’22Q4 ’25: $184MQ1 ’26: $175MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Windmill Hill Asset Management Ltd$321M AUM3.54%$11M227.9KQ1 2026OLDER
Gemmer Asset Management LLC$1.3B AUM2.73%$35M694.5KQ1 2026OLDER
Values Added Financial LLC$238M AUM1.20%$3M57.1KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM0.83%$11M219.5KQ4 2025OLDER
CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM0.75%$1M20.8KQ1 2026OLDER
SB Capital Management Inc$273M AUM0.57%$2M31.1KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.56%$39M886.7KQ3 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.50%$955,55719.2KQ1 2026OLDER
TIFF ADVISORY SERVICES, LLC$444M AUM0.36%$2M31.7KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.28%$3M55.0KQ3 2025OLDER
BAILARD, INC.$4.4B AUM0.27%$12M235.0KQ1 2026OLDER
Clarion Wealth Managment Partners, LLC$110M AUM0.26%$290,8665.8KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.26%$17M349.2KQ1 2026OLDER
William Mack & Associates, Inc.$175M AUM0.19%$331,6416.7KQ1 2026OLDER
Boyd Wealth Management, LLC$236M AUM0.17%$406,2408.2KQ1 2026OLDER
Aufman Associates Inc$204M AUM0.17%$346,7087.0KQ1 2026OLDER
AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM0.17%$344,9786.9KQ1 2026OLDER
Bond & Devick Financial Network, Inc.$358M AUM0.16%$571,41311.5KQ1 2026OLDER
eCIO, Inc.$228M AUM0.16%$362,6787.3KQ1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.15%$994,02720.0KQ1 2026OLDER
Hobbs Group Advisors, LLC$334M AUM0.13%$439,3658.8KQ1 2026OLDER
FIRST NATIONAL CORP /MA/ /ADV$527M AUM0.13%$661,27813.3KQ3 2025OLDER
Sankala Group LLC$122M AUM0.12%$145,4073.0KQ1 2026OLDER
First Bancorp, Inc /ME/$201M AUM0.11%$227,4304.6KQ1 2026OLDER
Operose Advisors LLC$431M AUM0.11%$469,9659.4KQ1 2026OLDER
ARCADIA INVESTMENT ADVISORS LLC$212M AUM0.09%$194,9343.9KQ1 2026OLDER
RETIREMENT INCOME SOLUTIONS, INC$585M AUM0.09%$523,79010.5KQ1 2026OLDER
COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM0.08%$267,2435.4KQ1 2026OLDER
Insight Advisors, LLC/ PA$525M AUM0.07%$376,2817.6KQ1 2026OLDER
Stonehearth Capital Management, LLC$293M AUM0.07%$209,3953.9KQ2 2026
Key FInancial Inc$562M AUM0.06%$359,0127.2KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.06%$5M93.0KQ1 2026OLDER
NEPC LLC$5.0B AUM0.05%$3M53.3KQ1 2026OLDER
OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM0.05%$972,52719.5KQ1 2026OLDER
Blue Zone Wealth Advisors, LLC$491M AUM0.05%$226,9334.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.03%$2M37.0KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.03%$358,6957.2KQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.03%$441,9808.3KQ1 2026OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.03%$204,9504.2KQ3 2025OLDER
BURNS J W & CO INC/NY$959M AUM0.03%$246,2514.5KQ2 2026
MASECO LLP$3.2B AUM0.02%$610,80412.3KQ1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.02%$283,6165.7KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.02%$1M22.1KQ1 2026OLDER
Diversified Enterprises, LLC$1.8B AUM0.01%$271,2255.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$8M166.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M41.2KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.01%$157,3623.2KQ3 2025OLDER
GenTrust, LLC$2.3B AUM0.01%$240,7374.8KQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.01%$353,0876.5KQ2 2026
Cerity Partners LLC$70.8B AUM0.01%$6M121.7KQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.01%$367,1747.4KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$1M21.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$200,4004.0KQ4 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.01%$91,1821.8KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$1M25.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M120.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M73.4KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$37,325750Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,731296Q1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.00%$337,6776.8KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$663,66613.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$53,4571.1KQ3 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$17,319320Q2 2026
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$20,952421Q1 2026OLDER
Cranbrook Wealth Management, LLC$492M AUM0.00%$11,347228Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M30.9KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$619,18812.4KQ2 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$41,492834Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$6M119.8KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$26,141518Q4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$17,731350Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$750,56415.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$814,12916.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$904,19818.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M109.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$12M234.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M74.7KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$17,667355Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M96.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$354,9307.1KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$221,3944.4KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$99,1962.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M52.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$343,3016.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$500,07510.0KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$74615Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$296,2566.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$441,5748.9KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$36,225718Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$295,2925.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$892,52918.5KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$83,1361.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,69234Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$14,922300Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$4,77896Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$80,1231.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,83576Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$85,9941.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$89,1051.8KQ1 2026OLDER
Urban Financial Advisory Corp$283M AUM0.00%$100Q1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$59712Q1 2026OLDER

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