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

SPDR INDEX SHS FDS

37 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 78463X426·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$35M
visible holders
Holders
37
filers reporting
Concentration
42.16%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported QEMM in Q2 2026. LPL Financial LLC leads at 42.2% 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
$15M183K0.00%Q2 202602
CABOT WEALTH MANAGEMENT INC
CIK 0001016683
$6M74K0.60%Q2 202603
Premier Path Wealth Partners, LLC
CIK 0001999925
$4M45K0.41%Q2 202604
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$2M20K0.01%Q2 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M14K0.00%Q2 202606
ASPIRIANT, LLC
CIK 0001433541
$966K12K0.02%Q2 202607
Capital Advisors, Ltd. LLC
CIK 0001597878
$823K12K0.09%Q1 202608
APPLETON PARTNERS INC/MA
CIK 0001055290
$797K11K0.06%Q1 202609
Ariadne Wealth Management, LP
CIK 0002034793
$634K8K0.28%Q2 202610
Equitable Holdings, Inc.
CIK 0001333986
$608K8K0.00%Q2 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$488K6K0.00%Q2 202612
Ethic Inc.
CIK 0001780570
$462K6K0.01%Q2 202613
Keystone Financial Group
CIK 0001729299
$457K6K0.03%Q2 202614
Western Wealth Management, LLC
CIK 0001767902
$430K5K0.01%Q2 202615
Lutz Financial Services LLC
CIK 0001737112
$401K5K0.02%Q2 202616
MORGAN STANLEY
CIK 0000895421
$375K5K0.00%Q2 202617
Sebold Capital Management, Inc.
CIK 0001972836
$369K6K0.23%Q2 202518
KWB Wealth
CIK 0001822236
$349K4K0.03%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$322K4K0.00%Q2 202620
Strategic Financial Partners, Ltd.
CIK 0002027921
$316K4K0.12%Q2 2026
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