DOSSIER · 13F Holders · Q1 2026
EFAX

SPDR INDEX SHS FDS

94 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 78470E106·94 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$221M
visible holders
Holders
94
filers reporting
Concentration
32.24%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported EFAX in Q1 2026. Betterment LLC leads at 32.2% 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 2026
02
Gemmer Asset Management LLC
CIK 0001607825
$39M714K2.60%Q2 2026
03
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$17M349K0.26%Q1 2026
04
BAILARD, INC.
CIK 0000750641
$12M235K0.27%Q1 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M235K0.00%Q1 2026
06
Windmill Hill Asset Management Ltd
CIK 0001831132
$11M228K3.54%Q1 2026
07
Rockefeller Capital Management L.P.
CIK 0001739439
$8M166K0.01%Q1 2026
08
Cerity Partners LLC
CIK 0001566475
$6M122K0.01%Q1 2026
09
SEI INVESTMENTS CO
CIK 0000350894
$6M120K0.01%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$6M120K0.00%Q1 2026
11
Miracle Mile Advisors, LLC
CIK 0001585859
$5M91K0.06%Q2 2026
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M96K0.00%Q1 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$4M75K0.00%Q1 2026
14
Mariner, LLC
CIK 0001373442
$4M73K0.00%Q1 2026
15
CITADEL ADVISORS LLC
CIK 0001423053
$4M72K0.00%Q4 2025
16
Values Added Financial LLC
CIK 0001973921
$3M57K1.20%Q1 2026
17
NEPC LLC
CIK 0001424799
$3M53K0.05%Q1 2026
18
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M53K0.00%Q1 2026
19
XPONANCE, INC.
CIK 0001637541
$2M41K0.01%Q1 2026
20
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M37K0.06%Q1 2026
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