DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

GII

SPDR INDEX SHS FDS

137 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 78463X855·137 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.2%

vs prior quarter

13F value held

$309M

71.0% inst. owned

of float

Holders

137

+37 QoQ

filers reporting

Activity

+19 / −108

+846 added · −859 reduced

this quarter

Concentration

18.77%

Hills Bank & Trust Co #1

top holder share

AI Holders Summary · Q1 2026

137 institutions reported GII in Q1 2026. Hills Bank & Trust Co leads at 18.8% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Hills Bank & Trust Co

$58M762K2.80%Q1 2026 02

Wealth Architects, LLC

$50M653K4.42%Q1 2026 03

LPL Financial LLC

$38M504K0.01%Q1 2026 04

$25M325K0.03%Q1 2026 05

Wharton Business Group, LLC

$19M255K0.73%Q1 2026 06

TOWER TRUST & INVESTMENT Co

$15M192K9.58%Q1 2026 07

Baker Avenue Asset Management, LP

$12M156K0.27%Q1 2026 08

Warren Street Wealth Advisors, LLC

$12M151K2.93%Q1 2026 09

STATE STREET CORP

$11M142K0.00%Q1 2026 10

$10M137K0.00%Q1 2026 11

Northwest Bank & Trust Co

$8M119K5.56%Q4 2024 12

Ironsides Asset Advisors, LLC

$7M96K1.84%Q1 2026 13

Clark Capital Management Group, Inc.

$7M90K0.04%Q1 2026 14

Rathbones Group PLC

$6M83K0.01%Q1 2026 15

Beacon Pointe Advisors, LLC

$6M77K0.03%Q1 2026 16

ENVESTNET ASSET MANAGEMENT INC

$6M75K0.00%Q1 2026 17

CITIZENS FINANCIAL GROUP INC/RI

$6M73K0.08%Q1 2026 18

CIBC WORLD MARKET INC.

$5M69K0.01%Q1 2026 19

MAI Capital Management

$5M63K0.03%Q1 2026 20

WELLS FARGO & COMPANY/MN

$4M58K0.00%Q1 2026

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