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

SPDR INDEX SHS FDS

146 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 78463X772·146 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$216M
visible holders
Holders
146
filers reporting
Concentration
17.96%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported DWX in Q1 2026. MORGAN STANLEY leads at 18.0% 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
Baker Avenue Asset Management, LP
CIK 0001432529
$12M260K0.27%Q1 202607
Concord Wealth Partners
CIK 0001814214
$12M254K1.51%Q1 202608
Concord Asset Management, LLC/VA
CIK 0002031885
$11M248K1.91%Q1 202609
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$10M221K0.15%Q2 202610
LPL Financial LLC
CIK 0001403438
$9M190K0.00%Q1 202611
Focus Partners Wealth
CIK 0001542153
$7M149K0.01%Q4 202512
Allen Capital Group, LLC
CIK 0001601384
$6M139K0.57%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M119K0.01%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$5M105K0.00%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$5M103K0.00%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M82K0.00%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M76K0.01%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M69K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$3M68K0.00%Q1 202620
Mount Lucas Management LP
CIK 0001185072
$3M64K1.08%Q1 2026
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