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

SPDR INDEX SHS FDS

154 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 78463X434·154 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$660M
visible holders
Holders
154
filers reporting
Concentration
18.27%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

154 institutions reported QEFA in Q1 2026. LPL Financial LLC leads at 18.3% 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
$121M1.3M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$98M1.1M0.01%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$94M1.0M0.02%Q1 202604
Intelligence Driven Advisers, LLC
CIK 0001819955
$57M613K9.97%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M431K0.01%Q1 202606
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$27M289K0.49%Q1 202607
SimpliFi, Inc.
CIK 0001716983
$24M248K9.41%Q2 202608
CX Institutional
CIK 0001737089
$21M219K0.61%Q2 202609
Private Advisor Group, LLC
CIK 0001567755
$20M212K0.09%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M206K0.00%Q1 202611
KWB Wealth
CIK 0001822236
$15M157K1.29%Q2 202612
Independent Advisor Alliance
CIK 0001696899
$15M156K0.16%Q1 202613
Financial Guidance Group, Inc.
CIK 0001929349
$15M152K5.45%Q2 202614
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$15M149K1.80%Q2 202615
Aptus Capital Advisors, LLC
CIK 0001664193
$14M148K0.11%Q1 202616
Dynamic Advisor Solutions LLC
CIK 0001599747
$14M143K0.39%Q2 202617
ARRIEN INVESTMENTS, INC.
CIK 0002052048
$14M145K7.33%Q1 202618
Equitable Holdings, Inc.
CIK 0001333986
$13M148K0.09%Q1 202619
FIRST HAWAIIAN BANK
CIK 0000764106
$13M136K1.66%Q2 202620
Financial Enhancement Group LLC
CIK 0001641438
$13M135K1.54%Q2 2026
Page 1 of 8
134 more holders available. Log in →