DOSSIER · 13F Holders · Q2 2026
GII

SPDR INDEX SHS FDS

146 institutions still hold SPDR INDEX SHS FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X855·146 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$309M
visible holders
Holders
146
filers reporting
Concentration
18.35%
Hills Bank & Trust Co #1
top holder share
AI Holders Summary · Q2 2026

146 institutions reported GII in Q2 2026. Hills Bank & Trust Co leads at 18.3% 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
$57M750K2.41%Q2 2026
02
Wealth Architects, LLC
CIK 0001611518
$50M656K3.92%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$41M538K0.01%Q2 2026
04
Mariner, LLC
CIK 0001373442
$25M330K0.03%Q2 2026
05
Wharton Business Group, LLC
CIK 0001513126
$19M255K0.65%Q2 2026
06
TOWER TRUST & INVESTMENT Co
CIK 0002067591
$14M188K8.64%Q2 2026
07
Warren Street Wealth Advisors, LLC
CIK 0001703496
$12M155K2.62%Q2 2026
08
Baker Avenue Asset Management, LP
CIK 0001432529
$12M153K0.22%Q2 2026
09
STATE STREET CORP
CIK 0000093751
$11M142K0.00%Q2 2026
10
MORGAN STANLEY
CIK 0000895421
$9M120K0.00%Q2 2026
11
Clark Capital Management Group, Inc.
CIK 0001352187
$7M93K0.04%Q2 2026
12
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$7M88K0.08%Q2 2026
13
Ironsides Asset Advisors, LLC
CIK 0001615135
$7M86K1.53%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M85K0.00%Q2 2026
15
Beacon Pointe Advisors, LLC
CIK 0001744317
$6M81K0.03%Q2 2026
16
CIBC WORLD MARKET INC.
CIK 0001421224
$6M77K0.01%Q2 2026
17
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M77K0.00%Q2 2026
18
CITADEL ADVISORS LLC
CIK 0001423053
$5M72K0.00%Q2 2026
19
CX Institutional
CIK 0001737089
$5M70K0.15%Q2 2026
20
MAI Capital Management
CIK 0001040197
$5M69K0.02%Q2 2026
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