13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
EFAX

SPDR INDEX SHS FDS

89 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 78470E106·89 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.5%
vs prior quarter
13F value held
$147M
57.0% inst. owned
of float
Holders
89
+109 QoQ
filers reporting
Activity
+95 / −19
+837 added · −877 reduced
this quarter
Concentration
23.52%
Gemmer Asset Management LLC #1
top holder share
AI Holders Summary · Q1 2026

89 institutions reported EFAX in Q1 2026. Gemmer Asset Management LLC leads at 23.5% of the visible book. +109 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Gemmer Asset Management LLC
CIK 0001607825
$35M694K2.73%Q1 202602
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$17M349K0.26%Q1 202603
BAILARD, INC.
CIK 0000750641
$12M235K0.27%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M235K0.00%Q1 202605
Windmill Hill Asset Management Ltd
CIK 0001831132
$11M228K3.54%Q1 202606
Rockefeller Capital Management L.P.
CIK 0001739439
$8M166K0.01%Q1 202607
Cerity Partners LLC
CIK 0001566475
$6M122K0.01%Q1 202608
SEI INVESTMENTS CO
CIK 0000350894
$6M120K0.01%Q1 202609
LPL Financial LLC
CIK 0001403438
$6M120K0.00%Q1 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M96K0.00%Q1 202611
Miracle Mile Advisors, LLC
CIK 0001585859
$5M93K0.06%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$4M75K0.00%Q1 202613
Mariner, LLC
CIK 0001373442
$4M73K0.00%Q1 202614
CITADEL ADVISORS LLC
CIK 0001423053
$4M72K0.00%Q4 202515
Values Added Financial LLC
CIK 0001973921
$3M57K1.20%Q1 202616
NEPC LLC
CIK 0001424799
$3M53K0.05%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M53K0.00%Q1 202618
XPONANCE, INC.
CIK 0001637541
$2M41K0.01%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M37K0.03%Q1 202620
TIFF ADVISORY SERVICES, LLC
CIK 0001271347
$2M32K0.36%Q1 2026
Page 1 of 5
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