13F Insight
DOSSIER · 13F Holders · Q1 2026
DWX

SPDR INDEX SHS FDS

147 institutions still hold SPDR INDEX SHS FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X772·147 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$221M
visible holders
Holders
147
filers reporting
Concentration
17.58%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

147 institutions reported DWX in Q1 2026. MORGAN STANLEY leads at 17.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$39M852K0.00%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M707K0.00%Q1 202603
UBS Group AG
CIK 0001610520
$18M392K0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M357K0.00%Q1 202605
Columbia River Financial Group, LLC
CIK 0002057074
$13M294K7.77%Q1 202606
Concord Wealth Partners
CIK 0001814214
$12M263K1.39%Q2 202607
Baker Avenue Asset Management, LP
CIK 0001432529
$12M256K0.22%Q2 202608
Concord Asset Management, LLC/VA
CIK 0002031885
$12M252K1.79%Q2 202609
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$10M221K0.15%Q2 202610
LPL Financial LLC
CIK 0001403438
$10M212K0.00%Q2 202611
Focus Partners Wealth
CIK 0001542153
$7M149K0.01%Q4 202512
Allen Capital Group, LLC
CIK 0001601384
$6M138K0.52%Q2 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M119K0.01%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M119K0.01%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$5M105K0.00%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$5M103K0.00%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M84K0.00%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M82K0.00%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M69K0.00%Q1 202620
Mount Lucas Management LP
CIK 0001185072
$3M68K1.11%Q2 2026
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