13F Insight
DOSSIER · 13F Holders · Q2 2026
QEFA

SPDR INDEX SHS FDS

162 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 78463X434·162 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$644M
visible holders
Holders
162
filers reporting
Concentration
19.41%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

162 institutions reported QEFA in Q2 2026. LPL Financial LLC leads at 19.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$125M1.3M0.03%Q2 202602
MORGAN STANLEY
CIK 0000895421
$102M1.1M0.01%Q2 202603
Intelligence Driven Advisers, LLC
CIK 0001819955
$59M619K9.64%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$57M596K0.01%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M467K0.01%Q2 202606
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$30M311K0.47%Q2 202607
SimpliFi, Inc.
CIK 0001716983
$24M248K9.41%Q2 202608
Private Advisor Group, LLC
CIK 0001567755
$22M229K0.10%Q2 202609
CX Institutional
CIK 0001737089
$21M219K0.61%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M216K0.00%Q2 202611
KWB Wealth
CIK 0001822236
$15M157K1.29%Q2 202612
Equitable Holdings, Inc.
CIK 0001333986
$15M155K0.09%Q2 202613
Aptus Capital Advisors, LLC
CIK 0001664193
$15M152K0.10%Q2 202614
Financial Guidance Group, Inc.
CIK 0001929349
$15M152K5.45%Q2 202615
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$15M149K1.80%Q2 202616
ARRIEN INVESTMENTS, INC.
CIK 0002052048
$14M150K7.25%Q2 202617
Dynamic Advisor Solutions LLC
CIK 0001599747
$14M143K0.39%Q2 202618
FIRST HAWAIIAN BANK
CIK 0000764106
$13M136K1.66%Q2 202619
Financial Enhancement Group LLC
CIK 0001641438
$13M135K1.54%Q2 202620
Evergreen Private Wealth LLC
CIK 0002010098
$11M110K3.94%Q2 2026
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