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

SPDR INDEX SHS FDS

103 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 78470E106·103 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$249M
visible holders
Holders
103
filers reporting
Concentration
28.60%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

103 institutions reported EFAX in Q1 2026. Betterment LLC leads at 28.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Betterment LLC
CIK 0001633901
$71M1.4M0.14%Q1 202602
Gemmer Asset Management LLC
CIK 0001607825
$39M714K2.60%Q2 202603
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$18M332K0.21%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M255K0.00%Q2 202605
BAILARD, INC.
CIK 0000750641
$14M252K0.28%Q2 202606
Windmill Hill Asset Management Ltd
CIK 0001831132
$12M228K2.75%Q2 202607
Leith Wheeler Investment Counsel Ltd.
CIK 0001353651
$12M226K0.93%Q2 202608
Rockefeller Capital Management L.P.
CIK 0001739439
$9M166K0.01%Q2 202609
Kingsview Wealth Management, LLC
CIK 0001791965
$9M165K0.11%Q2 202610
SCS Capital Management LLC
CIK 0001303159
$8M139K0.07%Q2 202611
LPL Financial LLC
CIK 0001403438
$7M122K0.00%Q2 202612
Cerity Partners LLC
CIK 0001566475
$7M122K0.01%Q2 202613
SEI INVESTMENTS CO
CIK 0000350894
$7M121K0.01%Q2 202614
Miracle Mile Advisors, LLC
CIK 0001585859
$5M91K0.06%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$4M74K0.00%Q2 202616
Mariner, LLC
CIK 0001373442
$3M61K0.00%Q2 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M61K0.00%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M56K0.00%Q2 202619
NEPC LLC
CIK 0001424799
$3M53K0.05%Q2 202620
Values Added Financial LLC
CIK 0001973921
$3M51K0.99%Q2 2026
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