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

SPDR INDEX SHS FDS

100 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 78470E106·100 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$213M
visible holders
Holders
100
filers reporting
Concentration
33.44%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported EFAX in Q1 2026. Betterment LLC leads at 33.4% 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
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$18M332K0.21%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M255K0.00%Q2 202604
BAILARD, INC.
CIK 0000750641
$13M252K0.27%Q3 202605
Windmill Hill Asset Management Ltd
CIK 0001831132
$12M228K2.75%Q2 202606
Leith Wheeler Investment Counsel Ltd.
CIK 0001353651
$12M226K0.93%Q2 202607
Rockefeller Capital Management L.P.
CIK 0001739439
$9M166K0.01%Q2 202608
Kingsview Wealth Management, LLC
CIK 0001791965
$9M165K0.11%Q2 202609
SCS Capital Management LLC
CIK 0001303159
$8M139K0.07%Q2 202610
LPL Financial LLC
CIK 0001403438
$7M122K0.00%Q2 202611
Cerity Partners LLC
CIK 0001566475
$7M122K0.01%Q2 202612
SEI INVESTMENTS CO
CIK 0000350894
$7M121K0.01%Q2 202613
Miracle Mile Advisors, LLC
CIK 0001585859
$5M91K0.06%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$4M74K0.00%Q2 202615
Mariner, LLC
CIK 0001373442
$3M61K0.00%Q2 202616
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M61K0.00%Q2 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M56K0.00%Q2 202618
NEPC LLC
CIK 0001424799
$3M53K0.05%Q2 202619
Values Added Financial LLC
CIK 0001973921
$3M51K0.99%Q2 202620
XPONANCE, INC.
CIK 0001637541
$3M49K0.02%Q2 2026
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