SEC 13F Intelligence

SPFFGLOBAL X FDS

CUSIP 37950E333 · Yahoo Finance ↗ · Google Finance ↗

Global X Fds (SPFF) has 46 institutional holders in Filings Flow’s 13F database, together reporting 2.84M shares worth $25M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Sound Income Strategies, LLC, and Morgan Stanley.

Institutional Holders
46
Q1 2026
Reported Value
$25M
Ticker
SPFF
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 37Q2 ’19Q3 ’19: 36Q4 ’19: 39Q1 ’20: 37Q2 ’20: 34Q2 ’20Q3 ’20: 35Q4 ’20: 35Q1 ’21: 40Q2 ’21: 33Q2 ’21Q3 ’21: 38Q4 ’21: 44Q1 ’22: 40Q2 ’22: 39Q2 ’22Q3 ’22: 39Q4 ’22: 44Q1 ’23: 46Q2 ’23: 45Q2 ’23Q3 ’23: 44Q4 ’23: 40Q1 ’24: 38Q2 ’24: 41Q2 ’24Q3 ’24: 37Q4 ’24: 41Q1 ’25: 42Q2 ’25: 45Q2 ’25Q3 ’25: 47Q4 ’25: 46Q1 ’26: 46filingsflow.com
Total reported value
Q2 ’19: $16MQ2 ’19Q3 ’19: $20MQ4 ’19: $20MQ1 ’20: $15MQ2 ’20: $15MQ2 ’20Q3 ’20: $16MQ4 ’20: $18MQ1 ’21: $23MQ2 ’21: $23MQ2 ’21Q3 ’21: $29MQ4 ’21: $29MQ1 ’22: $25MQ2 ’22: $24MQ2 ’22Q3 ’22: $28MQ4 ’22: $32MQ1 ’23: $25MQ2 ’23: $27MQ2 ’23Q3 ’23: $26MQ4 ’23: $25MQ1 ’24: $21MQ2 ’24: $22MQ2 ’24Q3 ’24: $23MQ4 ’24: $23MQ1 ’25: $22MQ2 ’25: $26MQ2 ’25Q3 ’25: $27MQ4 ’25: $26MQ1 ’26: $25Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sound Income Strategies, LLC$2.1B AUM0.22%$4M503.1KQ1 2026
Whipplewood Advisors, LLC$193M AUM0.12%$236,91026.6KQ1 2026
MeadowBrook Investment Advisors LLC$113M AUM0.03%$38,2574.3KQ2 2025OLDER
Mountain Capital Investment Advisors Inc.$674M AUM0.02%$114,14012.7KQ2 2025OLDER
WealthBridge Capital Management, LLC$434M AUM0.02%$88,90010.0KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$130,82014.2KQ3 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.02%$1M115.2KQ1 2026
Trask Adam Roland$106M AUM0.02%$17,7802.0KQ1 2026
GenWealth Group, Inc.$584M AUM0.02%$94,48310.6KQ1 2026
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.01%$175,71719.0KQ3 2025OLDER
Synergy Investment Management, LLC$306M AUM0.01%$36,7114.1KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$614,18865.9KQ4 2025OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.01%$195,42322.0KQ1 2026
Key Capital Management, INC$151M AUM0.01%$9,2281.0KQ1 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$169,06119.0KQ1 2026
Mutual Advisors, LLC$4.7B AUM0.00%$152,76116.6KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$245,06627.6KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$252,15128.4KQ1 2026
Founders Financial Alliance, LLC$555M AUM0.00%$9,2491.0KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$6M666.6KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.00%$93,20010.0KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$354,34039.9KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$90,92710.2KQ1 2026
J.Safra Asset Management Corp$1.9B AUM0.00%$18,1362.0KQ3 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$401,00045.1KQ1 2026
Triumph Capital Management$491M AUM0.00%$4,978560Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$57,4386.5KQ1 2026
Beacon Capital Management, LLC$567M AUM0.00%$5,615626Q2 2025OLDER
CWM, LLC$38.1B AUM0.00%$280,98631.6KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$10,6321.2KQ1 2026
Fortis Group Advisors, LLC$605M AUM0.00%$4,445500Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$19,6742.2KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$445,80050.1KQ1 2026
Anchor Investment Management, LLC$1.2B AUM0.00%$4,750514Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$231,52026.0KQ1 2026
SHP Wealth Management$1.3B AUM0.00%$4,445500Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M139.8KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M116.5KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$73,6728.3KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M133.6KQ1 2026
UBS Group AG$666.3B AUM0.00%$1M166.0KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$21,9252.5KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$172,82318.5KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$46,1715.0KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$10,4871.1KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M214.6KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$2M228.5KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$88,90010.0KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$2,045230Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$721,48681.2KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$44,0415.0KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$346,75539.0KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$10,4251.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$360,60039.0KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$284,82732.0KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$1,398150Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15,9041.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$18,0002.1KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,622387Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$13,9541.6KQ1 2026
Johnson Financial Group, Inc.$2.8B AUM0.00%$80Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$9310Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$344Q4 2025OLDER

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