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

SPDR INDEX SHS FDS

139 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 78463X855·139 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$304M
visible holders
Holders
139
filers reporting
Concentration
19.03%
Hills Bank & Trust Co #1
top holder share
AI Holders Summary · Q1 2026

139 institutions reported GII in Q1 2026. Hills Bank & Trust Co leads at 19.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Hills Bank & Trust Co
CIK 0001309148
$58M762K2.80%Q1 202602
Wealth Architects, LLC
CIK 0001611518
$50M656K3.92%Q2 202603
LPL Financial LLC
CIK 0001403438
$38M504K0.01%Q1 202604
Mariner, LLC
CIK 0001373442
$25M325K0.03%Q1 202605
Wharton Business Group, LLC
CIK 0001513126
$19M255K0.73%Q1 202606
TOWER TRUST & INVESTMENT Co
CIK 0002067591
$14M188K8.64%Q2 202607
Baker Avenue Asset Management, LP
CIK 0001432529
$12M156K0.27%Q1 202608
Warren Street Wealth Advisors, LLC
CIK 0001703496
$12M155K2.62%Q2 202609
STATE STREET CORP
CIK 0000093751
$11M142K0.00%Q1 202610
MORGAN STANLEY
CIK 0000895421
$10M137K0.00%Q1 202611
Ironsides Asset Advisors, LLC
CIK 0001615135
$7M96K1.84%Q1 202612
Clark Capital Management Group, Inc.
CIK 0001352187
$7M90K0.04%Q1 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$6M77K0.03%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M75K0.00%Q1 202615
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$6M73K0.08%Q1 202616
CX Institutional
CIK 0001737089
$5M70K0.15%Q2 202617
CIBC WORLD MARKET INC.
CIK 0001421224
$5M69K0.01%Q1 202618
MAI Capital Management
CIK 0001040197
$5M63K0.03%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M58K0.00%Q1 202620
SCOTIA CAPITAL INC.
CIK 0001335644
$4M56K0.02%Q1 2026
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